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End-of-the-Year Money Moves

Here are some things you might want to do before saying goodbye to 2016.

Provided by Craig Swan

What has changed for you in 2016? Did you start a new job or leave a job behind? 1,011 more words

Common Sense With Craig

Don’t Let Your Future Retirement Concerns Become A Miserable Reality!!

Imagine a 30 year retirement where you couldn’t afford to enjoy yourself? No one would actively plan for this outcome but sadly it is a reality for a very large number of retirees. 256 more words


Andre C Hatchett: Seeing what others don’t.

I keep telling our people the same message and I don’t see myself stopping any time soon.

Nothing else matters: support Black Owned Businesses. “Buy Black, Bank Black, Invest Black, and Learn to invest in real estate from those who are already doing it.” 437 more words

African American

Choose the best investment financial advisors to deal financial matters

Investors are very important for the folks to manage the financial as well as capital investment to own with ease. However, this will come with basic portfolio for managing the allocations which consists of minimal risk for solving the financial one. 461 more words

Best Short Term Bond Funds

Prepare your finances for 2017

This was originally published on Monday, November 14 ,2016 in the Pacific Daily News.  Click here to subscribe to the PDN.

The holidays will whiz by in a flurry of parties, cooking and gift buying and before you know it we are welcoming 2017. 582 more words


D Magazine Does It Again - John Kvale Best Financial Planner Award 10th Consecutive Time - Funny Video

Those in the Dallas area, be sure to take a peek at the most recent D Magazine. We are honored, flattered and very excited to announce we have been included in D Magazines Best Financial Planner Award for the 10th consecutive time…. 121 more words

Investing/Financial Planning

Trust Department News: Announcing New Staff and Retirements

By Greg Evans, President/Chief Banking Officer

I am pleased to share some important news regarding the staffing in our Trust Department.

Retirement Announcements

After more than 20 years of dedication and providing excellent service, long-time trust officers Sara Brandon and Terry Hawkings, have announced their retirements. 228 more words

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