Wealth Management

In the last Wealth Management blog post entitled "What Am I Really Paying for My Investments", we discussed various types of fees and expenses associated with investments. At the end of the day, building a solid investment strategy requires understanding not only the cost to do so but also your unique risk and reward preferences. Our team has been incorporating a cutting edge tool to assist demystifying the conversation around risk.   How does it work? Simply click here and you will run through

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Tags: INVESTMENT STRATEGY

This is a question that all clients of financial advisors should know the answer to, but unfortunately, we suspect few people really have a good handle on. At First Citizens Wealth Management, we feel that one of the most important things we can do is be very transparent about the fees and expenses associated with being a client of our organization. Here is a brief overview of the different types of costs a client may pay when working with a financial advisor: Commissions: This was once the

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It's almost impossible to overstate the importance of taking the time to plan your estate. Nevertheless, it's surprising how many American adults haven't done so. You might think that those who are rich and famous would be way ahead of the curve when it comes to planning their estates properly, considering the resources and lawyers presumably available to them. Yet there are plenty of celebrities and people of note who died with inadequate (or nonexistent) estate plans. Most recently The

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Tags: Estate Planning

First Citizens Wealth Management is pleased to announce that Mike Castle and Carol Juhl, formerly of Castle Financial and their client base, have joined the team at First Citizens. Clients of Castle Financial will continue to be served by Mike and Carol with the added resources of our experienced team.   Mike Castle joins First Citizens Bank as a Wealth Advisor in our Mason City office having worked in the financial services industry for over 16 years as a Financial Representative/Advisor

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Tags: First Citizens Wealth Management

First Citizens Trust & Investment Services is pleased to announce the promotion of Carol Meyer to Trust Operations Officer. She had previously served as Trust Compliance Officer. She has been with First Citizens for 18 years. In her new position, Carol will supervise the Trust Operations team and provide a direct point of contact for outside relationships. Carol has an AA from Minnesota State University. She and her husband, Steve, have two daughters and six grandchildren. Click here for

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We are excited to announce the release of the Accunet 3.0 site! Have you recently received an e-mail from donotreply@accunet.ascaccess.net? If so, is it asking you to sign up and activate your account? This email is legitimate as is a part of our Accunet upgrade to version 3.0. Please make sure to follow the instructions provided in the email to activate your account and ensure continued online access. If you are a current Trust & Investment customer and never had but would like to set up online

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Tags: Accunet Online Account

Weekly Market Summaries is a feature in the Resources section under Wealth Management on our website. The summaries contain information on the Dow, S&P 500, NASDAQ, Russell 2000, Global Dow, Federal Funds interest rate, and 10-year Treasury yields as well as highlights of past and future economic data. Want to know what the market summaries are for this week? If so, click here. Products provided by First Citizens Trust & Investment Services are not insured by the FDIC, are not deposits of

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