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Financial Resources

Contributed Articles

Access whitepapers and articles on a variety of financial topics from industry partners and our internal experts at Mountain America.

From Service Providers to Strategic Partners: Collaboration Is Key

Now more than ever, in a highly competitive market, the relationships businesses build with their vendors can significantly impact their success.

By Kelly Albiston

EVP/Chief Technology Officer

Download the pdf

Leveraging Chambers of Commerce: A Strategic Edge for Small Businesses

Running a successful business isn’t just about great products or services—it’s about building relationships, staying visible and being part of a thriving local economy.

By Sharlene Wells

SVP Public Relations and Organizational Communications

Download the pdf

Retirement Plans: A Smart Investment for Small Businesses in 2025

With the competitive job market, evolving employee expectations, and economic fluctuations, offering a robust retirement plan can be a strategic advantage for small businesses.

By Chad Waddoups

VP Wealth Management

Download the pdf

A Brighter Horizon on the Economic Landscape of 2025

From tariffs and inflation to employment and interest rates, see what our chief investment officer expects in the year ahead.

By Jeremy Blair

SVP Finance/Chief Investment Officer

Read the guest column (paywall)Download the PDF

Strengthening Your Financial Foundation: The Importance of Lender Relationships

In the ever-evolving landscape of business, securing a loan can be a pivotal moment for both an aspiring entrepreneur and an established business.

By Michael Griffiths

SVP / Commercial, Business and Indirect Lending | Operations

Read the guest column Download the PDF

Economic Uncertainty During Elections: A Long Game Strategy

Election seasons are often marked by heightened anxiety as people wonder how the outcomes will affect the economy.

By Jeremy Blair

SVP Finance/Chief Investment Officer

Read the guest column (paywall)Watch the interview Download the PDF

Cybersecurity and Fraud Prevention:

Discover crucial lessons from recent cyber incidents like the 2024 CrowdStrike outage to help your organization hone cybersecurity strategies and remain vigilant.

By Kyle Guest

VP Business Services

Download the pdf

Securing Capital Early for Small Business Success

One of the most crucial steps in building a resilient business is securing access to capital before you need it.

By Seth Wheatley

SBA Program Administrator

Download the pdf

Banking and Diversity

Mountain America is committed to break down barriers for those with limited English proficiency so they can define and achieve their financial dreams.

Download the pdf

The Mental Toll of Financial Strain

The burden of financial stress can weigh heavily on individuals, impacting their emotional and psychological wellbeing. This commentary provides practical strategies to address the concern.

By Chelsea Garr

Employee Experience Program Manager
Read the article

What It Takes to Create a USA Today Top Five Workplace

Explore this expanded perspective on how organizations CREATE an award-winning workplace using this multifaceted approach.

By Trent Savage

SVP/Chief Human Resources Officer
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Navigating the Economic Landscape of 2024

In this analysis, we delve into the unexpected resilience of employment numbers, the potential impact of rising energy prices on inflation, the challenge of lowering inflation amidst the current job market, and the intricate relationship between consumer credit and economic stability.

By Jeremy Blair

SVP Finance/Chief Investment Officer
Download the pdf

Five Things to Consider When Choosing a Commercial Lender

Choosing the right commercial lender for your project is an important decision that can significantly impact its success.

By Dave Hillyard

Director Business Lending Credit
Download the pdf

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