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Financial Planning Fridays #001: Special Episode: The Failure of SVB

Today we wanted to discuss the issue dominating the financial headlines over the past week and the impact it may have on banking going forward: the recent failure of Silicon Valley Bank. Early last week, clients of SVB began hearing rumors that the bank may be in trouble and quickly many of them rushed to […]

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Financial Planning Fridays #13: Money Market

Today, in our thirteenth episode, we wanted to talk with you about optimizing your accounts that are not invested for the long-term. At Presilium, we want you to get the best possible returns on all of your accounts. These include accounts that you may want to access in the next couple years and consequently want […]

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