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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 to start off the new decade on the right foot. Writer Jen Braico spoke with Nancy Johnshoy, CFA, and me to learn more about our perspectives on investing in the coming year, shedding light on investing expertise at First Business and providing an insider’s view on how we make decisions on behalf of our clients to protect and grow their wealth.

If you’re taking a look at your overall financial portfolio, our President of First Business Consulting Services, Bill Uelmen writes about fixed-income investments and the balance they might provide to your portfolio.

Enlighten 2020 Winter

Our team had the pleasure of conducting two panels with successful women leaders recently, so Nancy Johnshoy captured their compelling advice in “Lessons Learned by Local Women Leaders.”

Heading into this new decade, our Vice President Paul Jansen gives you ten steps to potentially improve your finances this year that could have lasting implications for years to come.

Are you thinking of retiring this year? Trust Advisor Christine Waldschmidt, JD, writes about succession planning, and when selling your business makes the most sense.

If you’re in the market for a new credit card, Beth Korth, Senior Vice President and Director of Treasury Management, discusses popular perks and how to choose one over the other.

Lastly, if you’ve put off correcting errors on your credit report, please make sure to read advice about your rights and how to make those changes.

NOTICE

Access to Online Private Banking is intermittently unavailable; users may not be able to access it at this time. We are working to restore access as soon as possible. If you have questions, please contact us at: 855-257-4149.

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NOTICE

Access to Online Business Banking is intermittently unavailable; users may not be able to access it at this time. We are working to restore access as soon as possible. If you have questions, please contact us at:

• Wisconsin Region: 608-232-5938
• Kansas Region: 913-717-6464

NOTICE

We apologize for the inconvenience, but the courier portal is currently down.  If you would like to schedule a courier service, please call:

  1. (608) 232-5938 (Madison)
  2. (262) 792-1400 (Milwaukee)

NOTICE

To protect clients and employees, we temporarily suspended courier service. For other deposit needs, please see your client email sent on 3/16/2020 for instructions regarding deposits at your local First Business Bank office.

To set up Mobile Banking, please contact our Treasury Management Support team at 608-232-5938. We will alert you when courier service is available again. Thank you.