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April 28, 2020
During the Great Depression, the Federal Deposit Insurance Corporation, or FDIC, was created to instill confidence in the banking system. On January 1, 1934, the first deposits were insured with a limit of $2,500. FDIC insurance is backed by the full faith and credit of the US government. How well do you know FDIC coverage? […]
December 28, 2018
Julie Bucaro, Wealth Manager & Director of Client Experience, Balasa Dinverno Foltz LLC met with Julie Cooling, Founder & CEO, RIA Channel to discuss the importance of delivering a customized client experience – when, where, and how client’s want it. Click here to watch the interview.
June 27, 2017
Situationally speaking, this question might get different answers from different groups of people. I can still recite the phone number of my childhood home and the number of my best friend. Neither of us has lived at those addresses for over 20 years, but numbers have a funny way of sticking with a person. Others […]
