Tag: banking
Nov 24, 2025
When Congress created credit unions in 1934, the Great Depression had crippled the banking system. Families couldn’t borrow, small businesses were closing, and banks were collapsing by the hundreds. Out of that chaos, credit unions were born to serve people of modest...
Mar 27, 2023
I’ve received more emails and calls from clients on the failure of SVB Bank than I did the stock market crash in April of 2020. That tells me there is wide concern today about the stability of the economy and financial markets. When you listen to politicians and...
Oct 14, 2019
How Safe Is Your Safe Deposit Box?Watch this video on YouTube I have routinely recommended that people use a bank safe deposit box to store valuable papers and small assets. These include documents like wills, trust documents, ethical wills, and unrecorded deeds....
Aug 3, 2015
Speaking in front of an audience used to be Americans’ greatest fear. According to a Chapman University study done last year, public speaking has dropped to number five. Number one is now walking down a dark alley alone. And the number two fear? Identity theft....
Nov 18, 2013
Is Credit Union Tax Exemption an Unfair Advantage?Watch this video on YouTube South Dakota has no individual or corporate income taxes. I’m quick to point this out to those unfortunate enough not to live in our fair state. Most recently I was reminded of this...
