Category Archives: Community

King of Tax Shelter in the US: Qualified Opportunity Zone — BnsTech Report

Q. What is an Opportunity Zone? A. An Opportunity Zone is an economically-distressed community where new investments, under certain conditions, may be eligible for preferential tax treatment. Localities qualify as Opportunity Zones if they have been nominated for that designation … Continue reading

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Varo Money Survey: Majority of Philadelphians Believe Philly Offers Best Quality of Life for the Cost in the U.S.

Mobile banking company Varo Money, Inc. has announced the results of their #SwitchYourBank survey. The survey of more than 1,000 U.S. adults age 18+, conducted by Propeller Insights on behalf of Varo Money in April, determined what Americans most love … Continue reading

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Brand Management Manifesto

Effective brand management requires developing a good relationship with your target. If I were to ask you, “Who makes up your ‘target market’,” I’m sure I would receive answers that include both existing customers and potential customers.These are accurate responses, … Continue reading

Posted in Banking, Brand, Business, Community, Marketing, Uncategorized

Community Banking – a critical role in the US economy

Recently, I made the switch from a mega-national bank to DNB First, an authentically local, community-based bank in the Greater Philadelphia suburbs operating in the region since 1860. It’s been an absolutely wonderful experience and I am left wondering why … Continue reading

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John Wooden and the Pyramid of Success

John Wooden: basketball player, coach, author and legend. Known as the “Wizard of Westwood” Wooden is probably best known as the Head Coach of UCLA’S Basketball team where he won 10 NCAA championships and was named National Coach of the … Continue reading

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Early Mortgage Payoff?

DNB First shared a link to an article today about “why you should make an extra mortgage payment” and it made me wonder, how many people have been able to pay off their mortgage early?

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Thinking of a refinance – what’s holding you back?

Since 2012, many consumers across the United States took advantage of low rates and refinanced their high rate mortgages, lowering monthly payments and freeing up cash for other purposes. If you happen to be one of the approximately 20 million … Continue reading

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