News & Updates
Insights that help you lead
Practical guides to support your financial journey and updates from our team at the bank.
IOLTA Account Meaning: Everything You Need to Know
An IOLTA account is more than just a regulatory requirement—it’s a vital part of how legal professionals manage client funds and support public interest law....
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How to Do a Reverse 1031 Exchange
A standard 1031 exchange allows real estate investors to defer capital gains taxes by selling one investment property and purchasing a like-kind replacement. But what...
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What Happens When You Sell a 1031 Exchange Property?
A 1031 exchange is a powerful tool that allows investors to defer capital gain taxes when selling investment property, as long as they reinvest in...
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2025 Collective Impact Giving Recipient: Stache Strong
We are proud to announce that Stache Strong, a non-profit organization dedicated to brain cancer research and awareness, has been selected as the 2025 recipient...
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How Long Do You Have to Rent a 1031 Exchange?
Executing a 1031 exchange is a powerful way to defer capital gains taxes when selling an investment property, but it’s not without rules. The IRS...
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Is a 1031 Exchange Bad for a Seller?
The 1031 exchange is a popular strategy among real estate investors looking to defer capital gains taxes and reinvest in new opportunities, but is a...
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Can You Do a 1031 Exchange on a Primary Residence?
Many homeowners wonder: Can you do a 1031 exchange on a primary residence? It’s a great question—and the answer is more nuanced than most expect....
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Everything You Need to Know About 1031 Exchange Funds
As markets continue to fluctuate and economic policy shifts dominate the headlines, many real estate investors are looking for smarter, safer ways to build long-term...
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Is Your Money Stuck In a Certificate of Deposit?
Is your money stuck in a certificate of deposit (CD)? It’s a common concern for savers who value security but worry about limited access to...
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Why Are Certificates of Deposit Attractive to Small Investors?
For small investors looking to grow their savings with minimal risk, certificates of deposit (CDs) continue to stand out as a smart, dependable option. But...
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