Wealth Video Insights

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Philanthropic and Charitable

5 Ways to Be More Intentional With Charitable Giving

Give to charities with purpose and intention this year using these five strategies.
In addition to supporting worthy organizations, making charitable contributions may also provide significant tax benefits.

Hank Dunbar

Charitable & Philanthropic Services Manager

Planning

Q2 2024 Quarterly Positioning

Patrick Nolan discusses the current market environment, portfolio positions and risk considerations for the second quarter.
Planning

Q1 2024 Quarterly Positioning

Patrick Nolan discusses investment strategies for the first quarter and throughout 2024 to help navigate potential market challenges.
Technology

Intro to Generative AI

Phillip Neuhart, Director of Market and Economic Research at First Citizens, and Milton Santiago, Global Head of Digital Services at Silicon Valley Bank, offer an introduction to generative AI.
Planning

Q&A: Institutional Portfolio Strategy

Phillip Neuhart and Craig Letendre discuss challenges and opportunities for institutional investors.
Videos

Q&A with SVB's Head of Asset Management

Phillip Neuhart, Director of Market and Economic Research at First Citizens, and Patty Kao, Head of Silicon Valley Bank Asset Management, discuss SVB's Asset Management services, their future partnership, fixed income markets and potential investor opportunities.
Planning

Q&A: Frequent Portfolio Concerns

Understand frequent investment portfolio concerns, especially during times of volatility, to set yourself up for long-term success.

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Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value.  They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested. There is no guarantee that a strategy will achieve its objective.

About the Entities, Brands and Services Offered: First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS"), a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisors. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender, and SVB, a division of First-Citizens Bank & Trust Company. icon: sys-ehl

For more information about FCIS, FCAM or SVBW and its investment professionals, click the links below:

FirstCitizens.com/Wealth/Disclosures

SVB.com/Private-Bank/Disclosures/Form-ADV

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.

Insurance products are not insured by the FDIC or any federal government agency and are not a deposit or other obligation of, or guaranteed by, any bank or bank affiliate.

Insurance products offered in California are offered by First Citizens Investor Services, Inc., d.b.a. FCIS Insurance Solutions, Agency #6001908.

The information provided should not be considered as tax or legal advice. Please consult with your tax advisor.

This material is for informational purposes only and is not intended to be an offer, specific investment strategy, recommendation or solicitation to purchase or sell any security or insurance product, and should not be construed as legal, tax or accounting advice. Please consult with your legal or tax advisor regarding the particular facts and circumstances of your situation prior to making any financial decision. While we believe that the information presented is from reliable sources, we do not represent, warrant or guarantee that it is accurate or complete.

Third parties mentioned are not affiliated with First-Citizens Bank & Trust Company.

Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.

First Citizens Bank is a Member FDIC and an Equal Housing Lender icon: sys-ehl.

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