All locations will be closed Thursday, November 28, for Thanksgiving. We will be open regular hours on Friday, November 29.
Registration for free estate planning seminars is now open.
Today’s Chart of the Day shows how much American families have saved for retirement. Notably, 50% have $0 saved and just under 80% have less than $100,000. As a country, we need to find ways to encourage saving. If you have someone in your life who needs some encouragement, invite them to subscribe to this blog, which often features many great reasons to save and invest.
Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.
Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.