Florida Ranked the 13th Most 'Stressed' State

The ranking is based on stress levels related to work, money, family, health and safety.

04/04/2017 By staff

New hires

Trust Company Picks New Vice President

Venice's Caldwell Trust Company recently hired Tony Blasini as vice president of employee benefits.

04/03/2017 By staff


Financial Adviser Ranked in Magazine's Top 1,200 List

Scott Pinkerton, managing partner of Pinkerton Wealth Management Group, was ranked among Barron’s top 1,200 financial advisers for 2017 in the magazine's March 4 issue.

03/17/2017 By staff


Federal Reserve Raises Interest Rates Again

The Federal Reserve on Wednesday voted to raise interest rates slightly, from a range between .5 and .75 percent to a range between .75 and 1 percent.

03/15/2017 By staff


New York Federal Reserve President Headlines Financial Literacy Day

Sarasota's Cumberland Advisors is partnering with local colleges to offer a series of speeches and panels during Financial Literacy Day, Thursday, March 30.

03/07/2017 By staff


Class Covers How to Apply for a Business Loan

Manasota SCORE, a business mentoring group, is offering a new workshop, How to Apply for a Small Business Administration Loan.

03/03/2017 By staff


Financial Adviser Picked to Attend Industry Summit

Susan Moseley, founder and CEO of Sarasota's Moseley Investment Management, Inc., was recently selected by Barron's magazine to attend its Top Independent Advisors Summit.

03/02/2017 By staff


Economist Arthur Laffer Bullish on Trump, Economy

Speaking at Caldwell Trust Company in Sarasota, ex-Reagan advisor sees much better days ahead.

02/22/2017 By David Hackett


Sarasota Investment Firm Hires New VP

The Sarasota investment advisory firm Path Financial last month hired Oxana Saunders as its vice president.

02/21/2017 By staff


Sarasota Financial Adviser Named to Top Advisers Group

Aimee Cogan, a managing director and financial adviser in Morgan Stanley's Sarasota office, was recently named to the firm’s Chairman’s Club.

02/10/2017 By staff


Sarasota Financial Services Company Opens Puerto Rico Office

Lendacy, a financial services company based in Sarasota, recently opened a second office in San Juan, Puerto Rico.

02/07/2017 By staff


New Financial Management Firm Celebrates Grand Opening

Shoreline Financial Partners celebrated its official grand opening on Jan. 25.

02/03/2017 By staff

New hires

Trust Company Names New Operations Associate

Caldwell Trust Company recently hired Dennis Shanahan as an operations associate.

01/25/2017 By staff


Financial Management Firms Merge

Sherrill Wealth Management and Wood Investment Management are merging and will begin operations this month as Shoreline Financial Partners.

01/11/2017 By staff


Federal Reserve Raises Interest Rates

The Board of Governors of the Federal Reserve System voted unanimously on Wednesday to raise interest rates slightly.

12/14/2016 By staff

Tech Tools

7 Great Finance Apps

Money management at your fingertips.

12/02/2016 By Kevin Allen


Accounting Firm Names New Principal

CS&L CPAs—a certified public accounting firm located in Bradenton, Sarasota and Tampa—recently promoted Jeff Gerhard to the role of principal.

11/28/2016 By staff


Bank Named Top Local Lender for Small Business Administration Loans

Gateway Bank of Southwest Florida announced Monday that it achieved the rank of top lender in dollar volume of U.S. Small Business Administration loans for the most recent fiscal year.

11/14/2016 By staff


Richmond Fed President Jeffrey M. Lacker Speaks at Sarasota Yacht Club

Lacker delivered a generally upbeat economic prediction.

04/10/2015 By Pam Daniel


An Insider Glimpse at the Annual “Camp Kotok” Financial Summit

Every summer, Sarasota's David Kotok invites some of the biggest names in global finance for fishing and freewheeling discussions deep in the woods of northern Maine. Contributing editor Tony D'Souza listens in.

03/01/2014 By Tony D'Souza