View all posts

Best Practices to Safeguard Against Wire Fraud

08/13/2024

In today's digital age, cybercriminals become more sophisticated, and risks of fraudulent activity -- in particular, wire fraud -- rise. Organizations and individuals must stay vigilant and adopt robust preventive measures.

What Are The Different Types of CDs And How Do They Work

04/22/2024

Here's a breakdown of the different types of CDs so you can decide which best fits your needs to reach your savings goals.

Three CD Strategies To Consider To Help Maximize Returns

04/08/2024

Planning a purposeful CD strategy can allow savvy savers to access funds at different times based on when they want to achieve different financial goals. Consider these three CD strategies to help plan your CD funding.

Understanding Tax Implications of Certificates of Deposit

03/25/2024

Learn how CD interest is taxed, how to report it and more to help you prepare for what to expect when filing taxes.

Cybersecurity: High Net Worth Means High Value Targets

04/10/2023

As high-net-worth households increasingly use digital tools to manage their finances and store sensitive data, it is even more critical to strengthen cybersecurity measures to protect assets against hackers.

Using IntraFi to Insure Your Big Dollar Deposits

03/23/2023

Keeping your deposits federally insured may be easier than you think. With recent headlines in the banking industry, safeguarding your money - especially large, liquid deposits - has been brought to the forefront of conversation.

What is a Bump Up Certificate of Deposit?

08/04/2022

A bump up certificate of deposit is a savings certificate that allows investors to take advantage of rising interest rates through a single (in some cases, multiple) time increase on the interest rate paid for the remainder of a specified term.

Benefits of an Old Fashioned CD in a Modern Investment World

08/03/2022

While the strategies of investing have changed over the years, the basic principles have not. That's why investing in certificates of deposit is still seen as a desirable choice when investing your money in 2022.

Using CDs for Personal Cash Management

07/31/2022

Personal cash management often involves a complex balance of spending and saving. CDs can allow for consistent and flexible access to your cash while providing safety, flexibility, and financial growth.

Community Impact

Investing in a strong and equitable community.

See Our Impact