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.
 

Newsletters

Ladders against a wall with one taller, against a target
Tips for targeting your retirement savings goals. An overview of the new opportunities that the SECURE Act offers individuals and businesses. Helpful discussion on how to close the gap in insurance coverage. Answering a commonly asked question - "How can I lower my credit card debt?"
Heart shape made of our greenery
A look at socially responsible investing (SRI) and how to align your money with your values. Discussion on financial regrets and how to avoid them in the year to come. Key retirement and tax numbers for 2020. Tips on how to stick to a "no-spend month" - it could save you more than you think!
Scale with heart icon on one side and bag of money on other side
How to give like a billionaire when you don't have billions to give. The newest retirement trend is all about retiring EARLY. Benefits and drawbacks of 529 plans for college savings. Whether or not you should sign up for an identity theft protection service. The December newsletter is one you won't want to miss!
The front of the Federal Reserve with a twenty dollar bill above it.
Regrets that retirees have, tax tips for 2019 and how to manage your holiday spending. All this information and more in our November newsletter.
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What can investors take away from corporate reports?  What are the 5 times in your life when you might need help with your finances?  
Get answers to these questions in our October newsletter.  
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.    
 

Community News

Chris Parks Earns Certified Financial Planner Certification

January 2020

Wye Financial and Trust welcomes Chris Parks

Christopher E. Parks, CFP® LPL Financial Advisor at Wye Financial Partners, a division of Shore United Bank in Easton, Maryland has been authorized by the Certified Financial Planner Board of Standards to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification requirements. Mr. Parks has worked at Wye Financial Partners since 2017 and holds a Series 7, 63, and 65 Securities License held through LPL Financial and a Maryland Life and Health insurance license. Mr. Parks is a Graduate of Salisbury University and holds a bachelor’s degree in Applied Mathematics.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Standards of Conduct. CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.  CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.  CFP Board currently authorizes more than 85,000 individuals to use these marks in the United States.  For more about CFP Board, visit www.CFP.net.

 

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 Partners; 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 Partners, enjoyed meeting and chatting with all who attended the Washington College Career Meet-Up.

 

Talli Oxnam Receives Advanced Trust Certification

September 2018

Talli Oxnam

We are 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.

 
 
 

Securities and Advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA and SIPC). Insurance products are offered through LPL or its licensed affiliates. Shore United Bank and Wye Financial Partners are not registered as a broker-dealer or investment advisor and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Shore United Bank deposits and are not FDIC insured. These products are not obligations of Shore United Bank and are not endorsed, recommended, or guaranteed by Shore United Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

The LPL Financial Registered Representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, AZ, CA, CO, DC, DE, FL, IL, MD, ME, MI, NC, NH, NJ, NY, PA, RI, SC, TX, VA, WA, WV. No offers may be made or accepted from any resident outside the specific states referenced.

Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not Insured by any Federal Government Agency
Not a Bank Deposit