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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.