The power of the core-satellite investing strategy

The power of the core-satellite investing strategy By Vanguard Investing strategy Discover why having a core-satellite approach to your portfolio is a powerful investment tool. What is a core-satellite strategy and why is it so powerful? In essence, core-satellite is an investment approach that combines the benefits of index funds—lower cost, broader diversification, tax efficiency…

Bank First Chooses CCA Financial Planners as Trusted Financial Planning Advisors

Bank First Chooses CCA Financial Planners as Trusted Financial Planning Advisors We are proud to announce that Bank First has sold its financial planning service to CCA Financial Planners (CCAFP), trusting us with the stewardship of its financial planning clients. This decision reflects our shared commitment to delivering high-quality, holistic financial advice that aligns with Bank First’s…