Banking & Finance
Banking & Finance
Stating Its Case Dave Glidden is no stranger to the Western Mass. banking community, and neither is the lending team he’s assembled to grow Liberty Bank — the Connecticut-based institution […]
Brokerage App Is a Dangerous Culmination of Intersecting Trends By Jeff Liguori It was supposed to democratize Wall Street — yet another DIY trend, this time with your hard-earned […]
Strike Against Hunger Paul Scully says he wants to “throw hunger a curveball.” And to the leaders of two Massachusetts food banks, it was a welcome pitch indeed. At its […]
Give and Take With five generations in today’s workforce, employee benefits are no one-size-fits-all proposition — yet, they remain a key issue for employers looking to attract and retain a […]
Selling Online? In the early days of e-commerce, states attempted to get out-of-state companies to collect sales tax on transactions into the state — without success. Enter the Supreme Court, […]
Cover Story As he talked about insurance, and also about the agency started by his grandfather almost 91 years ago, Bob Borawski drew a number of analogies to the banking […]
Death and Taxes By Jim Moran, CPA On April 28, the Biden administration released its FY 2022 revenue proposals. Along with raising the corporate tax rate to 28% and […]
Making Change As essential businesses that couldn’t shut down operations during the pandemic, banks and credit unions met some daunting challenges over the past year — both logistical and in […]
PV Financial Announces Two Additions to Team PV Financial Group recently welcomed two new members to its team — Antonio Bastos as retirement plan coordinator and Andrea Santos as digital […]
Crunching the Numbers The $1.9 trillion American Rescue Plan Act of 2021 was passed by the U.S. Congress by the narrowest of partisan margins, but its impact promises to be […]
Staying Ahead of the Scams By Julie Quink With the continued intensity created by the COVID-19 pandemic, business owners and individuals have continued to be victims of fraudulent activity […]
State of Uncertainty By Cheryl Fitzgerald Over the past year, a number of words and phrases have worked themselves into the lexicon, and our everyday usage: pandemic, quarantine, super […]
Creating a Powerhouse M&T Bank Corp. is no stranger to acquisitions, having broadly expanded its geographic footprint through a series of mergers over the past two decades. But every acquisition […]
Taking the Long View By Mark Morris In a co-working office space at the historic Brewer-Young mansion, Jeff Liguori and Matt Landon help people build their financial futures. Liguori, founder […]
Tax-loss Harvesting By Gabe Jacobson Tax-loss harvesting is the selling of stocks, ETFs, mutual funds, and other securities at a loss with the goal of reducing taxes on other short- […]
