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    Estate Planning

    The Power of a Lasting Gift: Why Charitable Giving Through Your Will is Essential

    Including your favorite charities in your will is a wonderful way to leave a lasting impact and help make the world a better place for future generations. By designating a portion of your estate to charity, you can continue to support causes that matter to you long after you're gone.
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    Chart of the Day

    Chart of the Day: Men in the Workforce

    Today’s Chart of the Day comes from FRED (Federal Reserve Economic Data), a fascinating website for charts of economic data.
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    Chart of the Day

    Chart of the Day: Taxes and Spending

    Today’s Chart of the Day comes from chartr with figures provided by the US Treasury to help us understand where our Federal Government taxes and spends.
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    Chart of the Day

    Chart of the Day: Don't Feel Too Bad

    Today’s Chart of the Day comes from BlackRock and shows that 105 of 112 asset classes lost money in 2022.
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    Community Bank

    93 Years of Commitment and Counting

    As a family-owned and operated bank, we pride ourselves on serving the individuals, families, and businesses of Florida by providing premier banking services with a hometown touch.
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    Chart of the Day

    Important Tax Information on Hurricane Ian

    As our communities continue to recover from recent hurricanes, and with everyone knee deep in tax season, we are updating a blog from December with information from local tax professionals that might help those who have losses or damage.
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    Chart of the Day

    Chart of the Day: Risk & Return

    Today’s Chart of the Day comes from @genticici on Twitter. I was impressed by the simplicity of the concept, and it's very apropos to be on the back of a napkin.
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    Chart of the Day

    Chart of the Day: Stocks for the Long Run

    Today’s Chart of the Day is a reoccurring one we like to keep updated with current data.
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    Chart of the Day

    Chart of the Day: Pre-Great Recession Average

    Today's Chart of the Day, compiled from information from the Mortgage Bankers Association, shows the 30-year residential rates dating back to 1993.
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    Purchasing Commercial Real Estate in 2023

    The time of low-cost debt has finally come to an end. With skyrocketing rates in 2022 to combat inflation, combined with global financial uncertainty and a mass exodus from office and retail real estate, commercial real estate in the first half of 2023 is on trend to continue its slowdown that began in the second half of 2022. However, there is hope for savvy investors looking to make moves that will give them an upper hand in the years to come.
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