Financial Education Center

The Women Leading the World’s Largest Family Enterprises

According to the article, “The Women Leading the World’s Largest Family Enterprises,” written by Lee Hoverd and originally published in Tharawat Magazine, there is a rise of women in leadership positions in America, however, that same presence has not yet been met globally.

Understand Investment Return Taxation to Make Well-Informed Financial Decisions

This article is designed to broadly discuss investment return taxation, while covering a range of topics, including the types of income, basis, capital gains and losses, holding periods, taxable income considerations, and the strategic use of capital losses.

Mikel Williamson Appointed CEO of First Bank

It is an exciting time in our 100+ year-long history as Mikel Williamson assumes the role of President and CEO. As of November 1, 2023, Mikel will be taking over day-to-day bank responsibilities and will also serve as CEO and president of FB Corporation.

Transitioning the Business: Building Your Legacy

This article, “Building Your Legacy,” written by Joshua Nacht and originally published in Family Business Magazine, discusses the process in which multi-generational family businesses develop a sustainable legacy.

Educating the Next Generation

Charlie Rhomberg shares how Crescent Electric Supply overcomes the challenges of keeping over 100 shareholders across seven family branches informed and on the same page.

Do You Have a Financial Plan? Here are Six Things to Consider Including in Yours

October is Financial Planning Month! Do you have a financial plan? According to multiple sources, on average, only 27.88% of Americans have a financial plan. Without a financial plan, it can be hard to have a clear understanding of your finances.