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Ask An Expert About Retirement ask an expert about retirement3

Ask An Expert About Retirement

Gary Fossum – Senior Vice President – Retirement Plan Services As one of the few current First Business employees who has been with the company for over 20 years, Gary…

How the Inflation Rate Preserves Economic Harmony Market Update

How the Inflation Rate Preserves Economic Harmony

By Nancy Johnshoy, CFA, Market Strategist Some people, especially those with enough gray hairs to have lived through periods of high inflation, were dismayed by the Federal Reserve’s recent announcement…

Catching up with Jerry & Donna Smith in Retirement CATCHING UP WITH JERRY & DONNA SMITH IN RETIREMENT

Catching up with Jerry & Donna Smith in Retirement

By Jennifer Braico, Senior Communications Strategist Like many milestones in life, retirement is often difficult to picture until you achieve it. Running a marathon, raising a child, buying a house,…

The Great Lockdown & Recessions of the Modern Era The Great Lockdown & Recessions of the Modern Era

The Great Lockdown & Recessions of the Modern Era

By Nancy Johnshoy, CFA, Vice President – Market Strategist Starting back in early 2018, investors began fretting over the potential advent of a recession, preoccupying over potential signs and signals…

Benefits of the CARES Act for Individuals Benefits of the CARES Act for Individuals

Benefits of the CARES Act for Individuals

On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was signed into law, creating a $2T stimulus to the U.S. economy to combat the fallout…

10 Steps to Improve Your Finances This Year 10 Steps to Improve Your Finances This Year

10 Steps to Improve Your Finances This Year

Written by Brad Howe, Portfolio Manager & Investment Team Lead Every year, we make resolutions and set goals to improve our overall well-being. Whether we achieve our goals is another…

Discovering and Correcting Errors on Your Credit Report Credit Report

Discovering and Correcting Errors on Your Credit Report

Written By Anthony Ursetti, Wealth Advisor It’s a great idea to step into a new decade feeling financially healthy.  A footprint of your financial history, your credit report is reported…

What is the SECURE Act? SECURE act

What is the SECURE Act?

It is well documented that many Americans are woefully under-prepared for retirement. Most employers do not offer the defined benefit pension plans that were more common in the last century,…

Every Day is Data Privacy Day data privacy

Every Day is Data Privacy Day

By Dawn Wilcox, Director of IT Security & Compliance When you were a child, did you ever innocently ask on Mother’s Day or Father’s Day: “When is Kid’s Day?” Which,…

Enlighten™ – Winter 2020 Enlighten Magazine Winter 2020

Enlighten™ – Winter 2020

Enlighten is a semi-annual magazine from First Business Trust & Investments, the private wealth management division of First Business Bank. In this issue, our team provides financial tips on how…

YEAR-END GIFTING: TAX IMPLICATIONS treasury management

YEAR-END GIFTING: TAX IMPLICATIONS

By Christine Waldschmidt, JD, Vice President – Trust Advisor With the holiday season upon us, we pause to give thanks for our blessings and the people in our lives. With…

7 Tips for Choosing a Wealth Management Firm 7 Tips for Choosing a Wealth Management Firm

7 Tips for Choosing a Wealth Management Firm

By Brendan Freeman, President, First Business Trust & Investments Note: This article was first published in Enlighten™ magazine. Download a copy today and you’ll also receive future editions. When choosing…

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