Market Insights with Mike | July 31, 2020
Posted On: July 31, 2020 by First Option Bank in: Financial Wellness, General, Investment Services, Tips & Tricks, Trust Services
What you need to know about powers of attorneys and healthcare directives
Posted On: July 29, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services
Market Insights with Mike | July 24, 2020
Posted On: July 24, 2020 by First Option Bank in: Financial Wellness, General, Investment Services, Trust Services
Is your Trusted Advisor a Sales Person or a Business Owner?
Posted On: July 22, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services
Market Insights with Mike | July 17, 2020
Posted On: July 17, 2020 by First Option Bank in: Financial Wellness, Investment Services, Tips & Tricks
2nd Marriages & Blended Families
Posted On: July 15, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services
Market Insights with Mike | July 10, 2020
Posted On: July 10, 2020 by First Option Bank in: Financial Wellness, Investment Services, Tips & Tricks
I've Finished My Estate Plan, Now What
Posted On: July 8, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services
July 2020 Economic Update
Posted On: July 2, 2020 by First Option Bank in: Financial Wellness, General, Investment Services, News, Trust Services
In this month’s recap: stocks notched a solid gain, overcoming the rise of reported COVID-19 cases and plans of a slowdown in economic re-openings.
Monthly Economic UpdatePresented by First Option Financial Services, July 2020
U.S. MarketsStock prices climbed higher in June, as investors looked beyond an increase in COVID-19 cases as well as reports that several states planned to slow the pace of their economic re-opening.
The...
More Money & Less Taxes in Retirement
Posted On: July 1, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services