The Small Business Administration has announced every direct and indirect owner of an SBA borrower must be a U.S. citizen or U.S. national.

The Wharton Gladden story isn’t just about business. Wharton. Gladden. Not just names— but verbs. The real mission is quieter: Higher Standards. Better Relationships.

I hope this note finds you well and grounded as we move through another season of growth and reflection. I wanted to reconnect and share a thoughtful update.

Truliant Federal Credit Union recently completed one of the most consequential real estate transactions in the Triad — a $90 million sale-leaseback of its headquarters.

Americans must learn economic and financial literacy – 4 out of 10 people don’t understand how to balance a checkbook and 1 out of 5 children are born in poverty.