By Maurice Stouse, Financial Advisor and Branch Manager As one year closes out and another one begins, we have some thoughts for our clients on things to review and consider. First: Know What you Own We suggest it is a good idea to review your assets, stocks, bonds, cash, real estate, business...
By Mark Wichern, IICRC WRT & ASD Instructor This is the time of year to have your house or business inspected for water damage, and tested for mold and mold projects before the busy season starts again. If there are any issues or when issues arise, high-temperature drying methods could be...

Becoming a Smarter Giver

By Maurice Stouse, Financial Advisor and Branch Manager The United States and its citizens are among the most charitable in the world. And even though tax laws have made some changes to charitable giving, investors and savers alike are not only thinking how and what they are giving, but also...

Business News

Bron Ringstad of Niceville has been named VP of Branch Operations at Eglin Federal Credit Union. Bron earned his bachelor’s degree in business management from Florida State University and has been a manager for the Credit Union since 2009. In his new role, he will continue the work he...

Insights for Investors II

By Maurice Stouse, Financial Advisor and Branch Manager Focus on the US Dollar Former U.S. Treasury Secretary James Baker commented some time ago that one of the greatest challenges to the union is that America is seen through our current account deficits and, even more importantly, the debt to GDP ratio....
By Joe Capers, Insurance Zone If you plan on running a successful business, then you should definitely plan on getting business insurance. Without this coverage, you may end up having to pay out-of-pocket for property damage, accidents, or lawsuits from unhappy clients. Needless to say, all of these very real...
By Terry Mauer, Associate Director, Florida SBDC at the University of West Florida Small businesses truly are the backbone of America – especially in Florida. Small businesses represent more than 95 percent of all Florida businesses and employ 41.1 percent of Florida’s workforce. Small businesses represent a substantial portion of...
Eglin Federal Credit Union held a groundbreaking ceremony Aug. 30 at its new Freeport Branch, EFCU’s first location in Walton County. As part of the Credit Union’s growth and expansion efforts, property was recently purchased at the intersection of Riverwalk Boulevard and US Highway 331, south of the Publix...

Insights for Investors

By Maurice Stouse, Financial Advisor and Branch Manager Inflation, interest rates and the current state of things Inflation has had more impact over the past than at any time in almost the past 40 years. After peaking at 9.1 percent in July, inflation came in a little lower in August at...
By Joe Capers, Insurance Zone In July, we learned that Florida has the highest homeowner premiums in the country. And today it’s official, we now have the highest auto rates too! The average annual premium in 2022 is $2,560, compared to the national average of $1,682. In Florida and most states,...
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