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Wealth Management
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News & Press
Stay up-to-date on the latest news, media releases and announcements that affect your banking decisions.
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Bulls & Bears Newsletter – First Quarter 2023
The latest Bulls & Bears Newsletter from our Wealth Management advisors can provide you the latest insights into the market, trends and impacts. Download and print right from our website.
What Matters Most – More Mortgage Options with Becky Crowell & Jim Stemple
Join us as we welcome Mortgage Relationship Managers Becky Crowell and Jim Stemple, who will discuss the merger between First United and First Mortgage Services, highlighting the benefits for the organization and its customers. Discover how this merger enhances First United’s services, providing more mortgage options and leveraging the team’s extensive experience in this must-listen episode for anyone interested in mortgages.
What Matters Most – Monthly Economic Update for May 2023 with Megan Kinsinger
Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for May 2023.
What Matters Most – Estate Planning with Annette Chapman
Join us on our latest podcast as we sit down with Annette Chapman, VP and Senior Wealth Advisor in First United’s Wealth Management Department. Annette will be sharing her valuable insights on estate planning, discussing what it is, who should consider it, and the key documents that make up a sound estate plan. Whether you’re new to estate planning or looking for ways to improve your existing plan, Annette’s expertise will provide you with the knowledge and tools you need. Estate planning is a critical component of any sound financial strategy, and this podcast is an essential listen for anyone looking to safeguard their assets and provide for their loved ones. Tune in now and discover the importance of estate planning.
My family and I went to celebrate my dad’s birthday at a new restaurant. When we arrived, I noticed a sign that said “Proud member of BaZing,” reminding me to check my YouFirst app deals. We received a free appetizer with our meal. It was a great place to eat and a great time with family. – Michael