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On July 25th, Fulton Bank hosted an interactive webinar focused on the economic and societal impacts of world events. View the recording here.
The next webinar will be on Monday, August 29th at 4:15pm. Register here.
The financial markets have had a bumpy ride for the first half of 2022.
Watch this video for insight on the economic and market conditions facing us for the second half of the year. Jack Brooks, Executive Director of the Foundation, and Keith Aleardi, Chief Investment Officer for Fulton Financial Advisers, had this conversation on July 12, 2022.
On February 28th, Fulton Bank hosted an interactive webinar focused on the economic impacts of current events in Ukraine and Russia. View the recording here.
Keith Aleardi, Chief Investment Officer at Fulton Financial Advisers, looks back at 2021 and offers insight into the coming year.
For customers with pooled accounts (<$150,000), who until recently have been receiving quarterly statements in the mail, we now have online access to monthly statements.
It’s easy to find an investment advisor, but today’s church really needs a “fiduciary advisor” – an advisor that is legally obligated to act in the church’s best interest not the investment firm’s. Only one investment group knows and understands churches here in the mid-Atlantic. The Mid-Atlantic United Methodist Foundation is the first faith-based foundation to earn certification from the Center for Fiduciary Excellence. We exist to help churches thrive.
Well before we invest an organization’s money, we work together to identify and understand your church’s investment timeline, priorities and risk tolerance. Some churches are saving for capital improvements. Others are ready to build an endowment. Still others have specific ministry programs they are working to fund. We work with you before, during and after investments come through the door – we head down the path together to reach the financial goals that will secure your church’s bright future.
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
