What is a Sustainable Investment | Idaho Trust Bank
Published: 04/26/2024
Sustainable investment strategies aim to produce profits for investors while also positively impacting the environment, society, or the local community.
Are Wealth Management Fees Tax Deductible? | Idaho Trust Bank
Published: 03/29/2024
Many investors seek to save on their taxes by claiming deductions for wealth management fees. Here we discuss the IRS?s rules for wealth management expenses and describe other ways investors can save on their tax bills.
Lifetime Money Management for Children with Disabilities
Published: 02/07/2024
Discover the essential guide to lifetime money management for children with disabilities in our latest blog. Learn how a special needs trust can secure your child's financial future while preserving their access to vital public benefits. From selecting the right trustee to understanding the types of trusts available, our article offers invaluable insights for parents navigating the complexities of estate planning.
How Population Growth Can Affect Your Business's Financial Strategy
Published: 07/25/2023
As your community experiences population growth, your business must adapt to the changing landscape to seize new opportunities and overcome challenges. This blog post explores nine ways population growth can influence your business strategy in the financial industry.
![September Trends and the 'September Effect' - [Market Insights: October 2023 Edition]](https://cdn.firstbranchcms.com/kcms-structure/af7e7bee-8543-4c91-b263-2dcca326c184/postImage.png "September Trends and the 'September Effect' - [Market Insights: October 2023 Edition]")
September Trends and the 'September Effect' - [Market Insights: October 2023 Edition]
Published: 10/17/2023
Our latest Market Insights delves into the current financial landscape. The job market remains strong, and corporate earnings are solid, but risks persist. The Federal Reserve's decisions on interest rates are crucial, and mortgage rates are at a two-decade high, impacting housing and homebuilder stocks. Commercial real estate faces challenges with declining values, potentially risky loans, and high refinancing needs. We also explore the "September effect" on stock markets and the impact of geopolitical issues on energy prices and rising inflation driven by wage increases and union strikes.