Mortgage Blog
Top Truist executive in Triad to retire
In addition to being the regional president for the Triad's largest bank, Alexander is highly active in community organizations, including the Greensboro Chamber and Piedmont Triad Partnership.
Orlando’s Stax Payments CEO Paulette Rowe dishes on the good — and bad — about AI, more
See what the new CEO of Stax Payments think about the differences between financial business in Europe vs. the U.S., the pros and cons of AI and more.
Attorney general approves Eskaton’s $35.6 million deal to sell skilled nursing facilities
California Attorney General Rob Bonta on Friday conditionally approved Eskaton’s proposal to sell its three stand-alone skilled nursing facilities.
Money Managers List finds assets down, though 23 in region still manage $1B-plus
Lists published these week hit the finance topic with Regional Money Managers, Accounting Firms, and Global Money Managers.
One year after Inflation Reduction Act, Clean Energy Fund of Texas prepares to capitalize
The Inflation Reduction Act contains tax credits and block grants, but for the Houston-based Clean Energy Fund of Texas, one $27 billion fund is more than enough.
What is a wealth transfer vehicle, and which one is best for you?
Baby boomers are set to pass along more than $68 trillion to their children in what’s being referred to as the “Great Wealth Transfer.” It will be the greatest generational wealth transfer in history, from a generation that has accumulated a greater percentage of wealth than any other generation ever has.
Sadly, family assets are lost from one generation to the next approximately 70% of the time, according to some estimates. “A lot of people don’t know to distinguish between general…
Plan for the future with HOA reserves financial management
Managing a homeowners or condominium association requires a lot of work and responsibility. Not only do you have to ensure the association's financial stability, but you also have to effectively plan for the future – and the unexpected. That’s why association reserves are so important.
Association reserves are funds set aside for the future maintenance, repair, and replacement of common elements and assets within the community. Effectively managing these reserves is crucial for your association’s…
Q3 2023 market & economic outlook
Despite the Federal Reserve rapidly raising interest rates to slow the economy, much of the economic data remains fairly strong. While rate hikes are important, the central bank’s actions to take money out of the economy is growing in importance.
Current economic views
Many economists and market participants originally predicted a recession would have arrived by now. The thought was the Federal Reserve’s aggressive interest rate increases would slow the economy down more than it has.
The…
Strategies to streamline your business expenses
The success and sustainability of any organization relies heavily on its ability to effectively manage business expenses. By implementing smart strategies, businesses can streamline their expenses, optimize cash flow, and improve overall financial health. Here are some strategies that can help you reduce costs and increase profitability.
Conduct an expense audit
The first step in streamlining business expenses is to conduct a thorough expense audit. Analyze all expenditures, including fixed…