Insights

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Pay Your Taxes and Stay in the Market with a Securities-Backed Line of Credit

Dustin Carnevale, VP, Business Development, The Bancorp | Institutional Banking | 2/16/2021 3:43 PM

As we turn the page on a tumultuous year, many of us are looking ahead to a better and brighter 2021. And while the pandemic will hopefully fade into memory, one thing is still unavoidable: taxes....

Blog, Institutional Banking, Taxes, Tax Time

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How to Make the Most of 2020 Annual Reviews

Pedro Regalado, Gregory Fat | Institutional Banking | 11/14/2020 11:48 AM

Pedro Regalado, AVP, Regional Business Development Officer, Southeast Gregory Fat, VP, Regional Business Development Officer, Mid-Atlantic There is no doubt that this year’s client annual reviews...

Blog, Institutional Banking, The Bancorp, Wealth, Lending, Securities Backed Line Of Credit, Pedro Regalado, Gregory Fat, Year-End Reviews, Business Development Officer, Insurance-Backed Line Of Credit

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Chalk Up Long-Term Education Savings with an SBLOC

Derek Glitz, VP Business Development | Institutional Banking | 6/25/2020 4:14 PM

An SBLOC can help minimize the long-term costs of a college education. Advisors are coming to that time of year when parents are looking for advice on how to fund their child’s college education....

Blog, Institutional Banking, The Bancorp, Wealth, Lending, Derek Glitz, VP Business Development, College Tuition, Paying For College, Student Loan Debt

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The Bancorp SBLOCs: Designed with Clients’ Portfolio Health in Mind

James Forwood, Director of Banking Solutions | Institutional Banking | 4/22/2020 2:23 PM

During times of market volatility, lending can play an important role in maximizing investment performance and maintaining healthy liquidity. However, it needs to be designed and executed as a...

Blog, Institutional Banking, The Bancorp, Wealth, Lending, Tax, SBLOC, Securities Backed Line Of Credit, Wealth Management, Financial Advisors, Capital Gains, James Forwood, Director Of Banking Solutions, Market Volatility, Market Shocks, Downturn, Investment Strategy, Advance Rates, Risk Management, Collateral

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Buy that Dream House and Preserve Investments with a Securities-Backed Line of Credit

Greg Fat, VP, Business Development Officer | Institutional Banking | 3/25/2020 3:06 PM

Do clients often come to you to discuss the quick purchase of a new home or another piece of real estate? Perhaps it is that one last spot in a retirement community or a new beach house that was ju...

Blog, Institutional Banking, The Bancorp, Wealth, Tax, Taxes, Clients, Credit, SBLOC, Long Term Financial Goals, Securities Backed Line Of Credit, Investment Portfolios, Wealth Management, Financial Advisors, Greg Fat, VP, Business Development Officer, Homebuying, Real Estate, Capital Gains

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Pay Your Taxes and Maintain Your Wealth with a Securities-Backed Line of Credit

Dustin Carnevale, VP, Business Development Officer | Institutional Banking | 1/17/2020 5:05 PM

As the year ends, we often begin to develop resolutions to make the coming year better, brighter and more successful. However, this may not include ways to make more informed decisions about making...

Blog, Institutional Banking, The Bancorp, Wealth, Dustin Carnevale, VP, Business Development Officer, Tax, Taxes, Clients, Credit, SBLOC, Long Term Financial Goals, Securities Backed Line Of Credit, Investment Portfolios, Wealth Management, Financial Advisors

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Publications

Thought Leadership Series Part 1: A Lifetime of Debt

The Bancorp | Institutional Banking | 6/16/2017 1:42 PM

The role of liabilities in the wealth creation journey First in a series of perspectives on the holistic relationship of income and debt in crafting comprehensive wealth solutions for investors ove...

Institutional Banking, The Bancorp, Publications, A Lifetime Of Debt, White Paper, Thought Leadership, IB, Wealth, Debt, Investor, Investors, Series

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Not for Millennials Only

Bill Cassidy | Institutional Banking | 1/12/2016 12:13 PM

Penning this blog entry was on my to-do list last week. But I forgot to do it (insert rim shot here.) You see, last week a brilliant colleague shared with me the results of a 2009 Harvard study (a...

Blog, Bill Cassidy, Institutional Banking, Robo-Advisors

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Banking on Robos

Bill Cassidy | Institutional Banking | 10/15/2015 4:12 PM

I hate wasting Saturdays. But last weekend I wasted another one. I was prepping the car for a long trip. Oil Change: Jiffy Lube. Tires checked, rotated and inflated: Costco. Engine tuned and all...

Blog, Bill Cassidy, Institutional Banking

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Category: Institutional Banking Clear filter

Pay Your Taxes and Stay in the Market with a Securities-Backed Line of Credit

Dustin Carnevale, VP, Business Development, The Bancorp | Institutional Banking | 2/16/2021 3:43 PM

How to Make the Most of 2020 Annual Reviews

Pedro Regalado, Gregory Fat | Institutional Banking | 11/14/2020 11:48 AM

Chalk Up Long-Term Education Savings with an SBLOC

Derek Glitz, VP Business Development | Institutional Banking | 6/25/2020 4:14 PM

The Bancorp SBLOCs: Designed with Clients’ Portfolio Health in Mind

James Forwood, Director of Banking Solutions | Institutional Banking | 4/22/2020 2:23 PM

Buy that Dream House and Preserve Investments with a Securities-Backed Line of Credit

Greg Fat, VP, Business Development Officer | Institutional Banking | 3/25/2020 3:06 PM

Pay Your Taxes and Maintain Your Wealth with a Securities-Backed Line of Credit

Dustin Carnevale, VP, Business Development Officer | Institutional Banking | 1/17/2020 5:05 PM

Thought Leadership Series Part 1: A Lifetime of Debt

The Bancorp | Institutional Banking | 6/16/2017 1:42 PM

Not for Millennials Only

Bill Cassidy | Institutional Banking | 1/12/2016 12:13 PM

Banking on Robos

Bill Cassidy | Institutional Banking | 10/15/2015 4:12 PM

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Category: Institutional Banking Clear filter

Dustin Carnevale, VP, Business Development, The Bancorp | Institutional Banking | 2/16/2021 3:43 PM

Pedro Regalado, Gregory Fat | Institutional Banking | 11/14/2020 11:48 AM

Derek Glitz, VP Business Development | Institutional Banking | 6/25/2020 4:14 PM

James Forwood, Director of Banking Solutions | Institutional Banking | 4/22/2020 2:23 PM

Greg Fat, VP, Business Development Officer | Institutional Banking | 3/25/2020 3:06 PM

Dustin Carnevale, VP, Business Development Officer | Institutional Banking | 1/17/2020 5:05 PM

The Bancorp | Institutional Banking | 6/16/2017 1:42 PM

Bill Cassidy | Institutional Banking | 1/12/2016 12:13 PM

Bill Cassidy | Institutional Banking | 10/15/2015 4:12 PM

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