Financial Resources

My Money

Created by the Florida Department of Financial Services, the My Money Program is a comprehensive and inclusive financial literacy program and resource clearinghouse for individuals with developmental disabilities, their family members, and caregivers.

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Kids’ Club

Kids are better prepared for the future when they learn about money sooner rather than later. Our kid-friendly tools make learning about finances fun!

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Teens Lounge

Talking to teenagers can be hard, especially when it comes to important topics like managing money. Help your teenagers achieve their financial goals through engaging exercises and informational resources.

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Routing Number

Setting up direct deposit? Starting to make online payments? Get the information you need.

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FAQs

Get answers to the questions that are most frequently asked by Charlotte State Bank & Trust customers.

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Online Banking Tutorials

Banking online is easy. Start learning how to do it by watching helpful videos.

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Security Resources

Learn about the steps you can take to make your computer and personal information more secure.

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Blog

Investment Market Update, Q1 2020

I wanted to write a note to you about the tremendous first quarter market volatility and the 20% S&P 500 Index decline. This “waterfall” decline was the worst since the 2008 Great Recession and was particularly unusual since the market was trading at an all-time high on Feb. 19. The COVID-19 pandemic is an unprecedented event elevating fear and uncertainty, but it is a transitory event for the markets and the U.S. economy. Meanwhile, we hope you please practice social distancing and stay safe.

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COVID-19 Brings Out the Scammers

To paraphrase a famous expression: When the going gets tough, the scammers get going. With COVID-19, the fraudsters are out in force, seeking to take advantage of the widespread anxiety generated by the global pandemic.

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COVID-19: Investment Update

The equity and fixed income markets are experiencing unprecedented volatility and fear about the coronavirus. This is a health crisis that has evolved into a financial challenge for policy makers as they attempt to suppress the spread of the virus while not closing down the economy entirely. Unfortunately, the only way to deter the spread of the virus is to reduce or close transportation and impose a quarantine. Since the only way we know to limit the number of infections is to reduce social interaction, we expect more states will join California, Illinois and New York in a “lock down.” For a historical comparison in 2009-2010 the H1N1 “Swine-Flu” virus infected 60 million Americans and killed 12,500, and yet the panic was not as prevalent.

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