December 2020 Economic Update
Posted On: December 1, 2020 by First Option Bank in: Investment Services, Trust Services
In this month’s recap: Stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
Monthly Economic UpdatePresented by First Option Financial Services, December 2020
U.S. Markets
Stock prices powered higher and emboldened investors in November thanks to a series of positive news events.
The Dow Jones Industrial Average,...
Estate Planning Education
Posted On: October 21, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services
Financial Planning Month 2020
Posted On: October 3, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services
When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to review those six personal finance areas.1
Cash Management: This is a broad topic that can address many issues. One area is creating an emergency fund,...
Long Term Care
Posted On: September 30, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services
Roth IRA is a Tax Code, Not an Investment
Posted On: August 26, 2020 by First Option Bank in: Financial Wellness, General, Investment Services, Tips & Tricks, Trust Services
Using Specific Estate & Tax Planning Techniques for Your Benefit
Posted On: August 19, 2020 by First Option Bank in: Financial Wellness, General, Investment Services, Trust Services
Managing Fear and Greed With Your Investments
Posted On: August 12, 2020 by First Option Bank in: Financial Wellness, General, Investment Services, Tips & Tricks, Trust Services
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