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market review

Quarterly Market Review Q1 2020

While we began 2020 with solid estimates for growth continuing in the 2% range, as Q1 finished we experienced an abrupt end to the longest economic expansion in U.S. history.…

CARES Act

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

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…

market volatility

MARKET UPDATE PRESENTATION

We are genuinely hoping that today, April 9, this message finds you safe and healthy. Throughout this pandemic, we have reached out to you with timely information and market analysis…

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…

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,…

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 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…

Stopping Check Fraud in its Tracks

Stopping Check Fraud in its Tracks

By Melissa Fellows, Treasury Management – Madison Market Leader Imagine that your neighbor experiences a home invasion, so you buy a security system. You are on alert the first few…

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

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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