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Our US Banking Update

Our US Banking Update

March 14, 2023

With the recent news of the FDIC taking over a bank in California and another in New York, we want to keep you informed of the facts that can get buried in the news by sharing this overview from our very own Kara Murphy, Chief Investment Officer at Kestra. 

Markets in a Minute: Is the Banking System at Risk?

Attached is additional information about the protection of your assets held at Fidelity, our custodian for your accounts. 

Safeguarding Your Fidelity Account® and Assets

We are available if you would like to dicuss these important topics further.


Lisa Shelton & Gina Hughes