Stock Market Update

A bull figurine looking at a bear figurine.
A brief recap of last week's stock market activity, economic news, and an eye on the week ahead.


investment options
Do millennials need life insurance?  What are the 5 retirement lessons retirees need to know? Hear the passive and active debate about mutual funds and more in our September newsletter.    
An illustration of a college

Learn about 3 ways to play defense in your stock portfolio, the four key estate planning documents, and what's new in the college world in our August newsletter.

An American flag hot air balloon
Is it time to declare your financial independence?  Should you invest internationally? Get answers to these questions and more in our July newsletter.
A group of graduates throwing their caps in the air
Get financial tips for recent graduates and tips for a mid-year investment check, learn how to manage your money in a "Gig Economy," and more in our June newsletter.
The front of the Federal Reserve with a twenty dollar bill above it.
Our May newsletter reviews the impacts mergers & acquisitions have on investors,  how to recover from a mid-life financial crisis, how the Federal Reserve affects the economy, and more.

Community News

Bosom Buddies Ball

March 2019

Lora Davis, Heather Bacher, Kerry Nagle, and Stephanie Tyler at the Bosom Buddies Ball in 2019


Lora Davis, AVP and Financial Advisor at Wye Financial & Trust; Heather Bacher, Market Manager at Shore United Bank; Kerry Nagle, Branch Manager at Shore United Bank; and Stephanie Tyler, Cash Management/Merchant Services Manager at Shore United Bank had a great time at the 11th annual Bosom Buddies Ball! We proudly support the Bosom Buddies and their efforts to promote breast cancer awareness, encourage early detection, support treatment and celebrate healing.


Washington College Career Meet-Up

February 2019

Diane Brandt and Lora Davis at a career fair at Washington College

Diane Brandt, Branch Manager at Shore United Bank and Lora Davis, AVP and Financial Advisor at Wye Financial & Trust, enjoyed meeting and chatting with all who attended the Washington College Career Meet-Up.

Talli Oxnam Receives Advanced Trust Certification

September 2018

Talli Oxnam

Wye Financial & Trust, a division of Shore United Bank, is proud to recognize Talli Oxnam on her recent achievement through the American Bankers Association. This September, Ms. Oxnam completed her third year of course work in Atlanta and received an Advanced Trust Certification. ABA Trust Certificates show a recognizable level of achievement and knowledge in trust and wealth management.