Mass Bay Credit Union’s Post

When thinking about your legacy, you want the comfort of knowing there's a detailed plan in place. RWA Wealth Partners professionals like Rawson Hubbell, our director of estate and trust services, help ensure that our clients and their families are set up for success for generations to come. Rawson shared insights with CNN about contingent beneficiaries, one component of a robust financial plan. #FinancialPlanning Read the full article here: https://lnkd.in/eFaAa-ay

Muddy Waters is short Fairfax Financial Holdings Limited (FFH:CN) because they find that Fairfax has consistently manipulated asset values and income, by engaging in value destructive transactions, to produce accounting gains. They believe a conservative adjustment to book value should be ~-$4.5 billion or ~-18% lower than reported. Fairfax Financial Holdings Limited #premwatsa #muddywaters #shortselling #investing #portfoliomanagement

Delving into Halford PLC’s financial performance reveals intriguing insights. From shifts in profitability to enhanced liquidity management and challenges in earnings per share, this report offers a comprehensive view. #Finance #HalfordPLC #FinancialAnalysis

Save the Date for our next Ditch Diggers Dialogue 💬 Truist and McGriff will give a financial literacy course to HCCA Members Firms. email events@hcca.net for the link to webinar. #HCCA #northernvirginia #construction #constructionindustry #heavyhighway #sitedevelopment #utilities #infrastructure #community #networking #businessdevelopment #wedigva

Check out how Rock Valley Credit Union and #ArribaAdvisors made a perfect match in helping secure ROI for the #creditunion. 🫶🏼 Watch here: https://ow.ly/v4Fl50Rkewv #ToTheTop #PartnerLevelEngagement

County Credit Union members really have it easier. Members enjoy far more benefits, like lower loan rates, fewer fees, and better returns on accounts and investments than those at big banks. Not to mention the quality customer service. Learn more at https://loom.ly/SANapTk ! and become a member today! #ccu #creditunion #membership

WPCU treats it's Members like people and not profits! Sit down with Ben McGraner, a Member Experience Analyst, and learn about how WPCU offers competitive products and services with a personal touch. Federally Insured by NCUA #WPCU #helpingpeoplethroughlife #stories #community #together #financialwellness #financiallearning #companyculture #worklife #worklifebalance #workplace #finance #creditunion

When AFH client Laura Stewart received the devastating news that she had less than 12 months to live, although positive about her prognosis, she wanted to do everything she could to ensure her family’s finances would be secure after she passed away.  Fortunately, regular annual reviews with her financial adviser, Nathan Trowbridge, meant that she was able to change her plans swiftly to take account of her considerable change in circumstances. #afhwealth #clientfocus #clientfirst #financialplanning

In 2023 Issue 4 of Utah Banker, Keenan Neal, MBA authored an article titled Meeting the Credit Needs of the Community Through Special Purpose Credit Programs (SPCP). Homeownership is crucial for building wealth and achieving upward mobility; implementing slight adjustments to underwriting criteria or down-payment assistance programs could facilitate increased homeownership, strengthen your institution’s fair lending compliance management program, and meet community credit needs. See this article to learn more on the topic of establishing an impactful SPCP - https://lnkd.in/egHp2yny