Due to the current state of COVID-19, individuals and institutions are coming to terms with the uncertainty of what lies ahead. First County Advisors, the Wealth Management Division of First County Bank, continue to do what we do best; have thoughtful and strategic conversations with our clients about planning for current and future needs. We are following the market and… Continue Reading A Message from First County Advisors
Depending on the securities held in your account, your 2019 tax forms from First County Advisors (including 1099 DIV/INT/B/ and 1099-MISC) may be delayed. We anticipate that all of our clients will receive their forms no later than March 31, 2020. Upon receipt of your 2019 Tax forms, you or your tax preparation professional can now use software from TurboTax… Continue Reading Important information about your 2019 tax forms
First County Advisor client, you may be able to import details from your tax forms into programs from TurboTax and H&R Block – saving you time and ensuring accuracy! To find out more check out our new Information Sheet.
First County Bank Advisors, the Wealth Management Division of First County Bank hosted a very special guest, Linda Duessel, CFA, CPA, CFP, Senior Equity Strategist, Senior Vice President with Federated Investors, Inc. Ms. Duessel’s presentation, “Economic and Market Outlook: It All Depends On Your Time Horizon” was well-received by an audience of approximately 120 people at Innes Arden Country Club in Greenwich.… Continue Reading First County Advisors Hosts Linda Duessel from Federated Investors
Many investors, both professional and amateur, have been bombarded over the last five years with advertisements and articles about Exchange Traded Funds or ETFs. In 2016, a record $375 billion flowed into ETFs globally. There are countless arguments for the use of them and perhaps the same volume of arguments against them. As advisors, we often have clients that request… Continue Reading To ETF or Not to ETF
Now that we have officially made our way into spring and tax season is behind us, it is a great time of year to clean up all things financial in your life. Here’s an easy action plan to get organized and potentially save your family money in the process. Take stock of your monthly recurring expenses and either use a… Continue Reading Spring Cleaning Your Finances