Finance Archives

NJOY Raises More Than $70 Million

electronic.cigarette

NJOY, the world’s leading independent electronic cigarette company, today announced that it has completed another successful private fundraising round attracting more than $70 million in capital. The round was led by Brookside Capital along with Morgan Stanley Investment Management, investing on behalf of mutual funds and other pooled vehicles for which it acts as investment… Read More →

Grant Thornton offers tax season filing tips

taxes

Taxes are one of two certainties in life, but how much you owe can depend greatly on your preparedness and your planning, according to Grant Thornton LLP. For business owners, you not only have your returns and your family’s returns to worry about, you also have complex business tax provisions to consider. 2013 marked the… Read More →

Goodyear earns award for fiscal responsibility

Arizona Business Financing

For the 13th straight year, the city of Goodyear won the Distinguished Budget Presentation Award from the Government Finance Officers Association, highlighting the city’s long-standing methods of fiscal responsibility. It also marks the 18th time overall that Goodyear has won the GFOA award. Goodyear Finance Director Larry Lange accepted the award for the city. “It’s… Read More →

Nessler Earns Arizona Construction Pioneer Award

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The Valley of the Sun Construction Financial Management Association (CFMA) named Ken Nessler of Sun Valley Masonry the 2014 Arizona Construction Pioneer Award Winner. Each year, CFMA honors an individual that has made significant contributions to the construction industry and the community. As vice president of Sun Valley Masonry, Nessler was selected for the Pioneer… Read More →

Small business tips for the New Year

taxes

Organization is the key to success, so as the calendar starts fresh so should your business habits. Start your New Year off right by getting your business organized. Here are some tips to help you get a firm grip on your finances. Organize your finances: Set aside 15 minutes per week, the equivalent of one Facebook… Read More →

Young Men Most Likely to Give Charitable Gift

SRP Donations
November 9, 2013 by in Finance | Nonprofit

Headlines this year have not been kind to young men – often tagged as selfish Millennials, significantly more likely to still live with mom and dad, less likely than women to be enrolled in U.S. colleges – but a new holiday giving survey from World Vision shows that men ages 18-34 are in fact the… Read More →

Equity Crowdfunding Rules Approved by SEC

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October 23, 2013 by in Business News | Finance | Legal | Tech

Although delayed for nearly a year, today the Securities and Exchange Commission unanimously approved the release of proposed equity crowdfunding rules. The proposed rules have been published and are available on the SEC website for public comments. The rules are part of the implementation of The JOBS Act, a 2012 law which legalized the opportunity… Read More →

Study: Young Credit Card Users Are MORE Responsible

credit

If you think young people don’t know how to manage money and pay down their credit cards, then you should think again. A new study from the W. P. Carey School of Business at Arizona State University and the Federal Reserve Bank of Richmond shows young borrowers – 18 to 25 years old — are… Read More →

Panel Discusses Private Equity Investment in Arizona

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The Association for Corporate Growth-Arizona will feature a fascinating look at private equity investment in Arizona and beyond at its Monthly Breakfast on October 8. The event will feature a panel of four highly regarded experts in the private equity field, who will provide an update on the latest trends in private equity investment in… Read More →

5 Tips To Get The Best Mortgage Rate

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September 19, 2013 by in Banking | Featured | Finance | Real Estate

No. 1: Establish a baseline. Call a lender and have your credit pulled. Do a full application and establish what you can and should be borrowing. No. 2: Contact a mix of financial institutions and do it all on the same day. Interest rates fluctuate constantly for a variety of reasons, including the occasional promotion… Read More →

The Impact of Market Influences

market volatility
September 15, 2013 by in Columnist Spotlight | Finance

Many investors often question what influences the markets and what influences are most critical to pay attention to. There is no easy answer because there are several factors that can manipulate the markets and no one particular factor controls the direction. It’s a combination of several influences such as corporate performance, government- monetary policy, geopolitics,… Read More →

Miller/Russell & Associates Gains 4 New Partners

Time is money
September 13, 2013 by in Business News | Finance

Miller/Russell & Associates, one of the leading independent investment advisers in the Southwest, announced today that four key executives have been made partners of the firm. Miller/Russell & Associates moved to an independent, partner-ownership model in 2012 to create a long-term internal succession plan that would preserve the firm for future generations. “We are thrilled… Read More →

Miller/Russell & Associates Gains 4 New Partners

Time is money
September 13, 2013 by in Business News | Finance

Miller/Russell & Associates, one of the leading independent investment advisers in the Southwest, announced today that four key executives have been made partners of the firm. Miller/Russell & Associates moved to an independent, partner-ownership model in 2012 to create a long-term internal succession plan that would preserve the firm for future generations. “We are thrilled… Read More →

Checking fine print protects bottom line

deal
September 11, 2013 by in Columnist Spotlight | Finance | Small Biz

Every purchase order or invoice should have them, but what are they? Terms and conditions. The fine print found at the bottom or on the backside of in invoice or purchase order, so it is often ignored. Look for it, read it, understand it. When a company purchases goods or services, it is not uncommon… Read More →

Established CFO Brings Tech Experience to IO

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IO, a global leader in software-defined data centers, today announced Michael Berry has joined the company as Chief Financial Officer. Mr. Berry will be responsible for financial planning and analysis, accounting, operations, treasury activities and investor relations, and will report to CEO and Product Architect, George Slessman. “I am very happy to have Mike join… Read More →

Re-balancing an investment portfolio?

Reviewing Investments Annually

When it comes to rebalancing an investment portfolio in today’s economic arena it can be very confusing to choose the right method. Most money-management firms and independent financial advisors use different rebalancing strategies so it’s important to know what approach they use and how often. I also find that many investors focus on their investment… Read More →

Enterprise's Barry joins AzBA board

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The Arizona Bankers Association today announced Jack Barry, chairman of Enterprise Bank & Trust’s Arizona region, was recently elected to the association’s board of directors. “Jack is well-respected for his leadership at Enterprise as well as for his long-standing commitment to the Phoenix community,” said Lynne Herndon, AzBA board chairman. “We are delighted to welcome… Read More →

Enterprise’s Barry joins AzBA board

Jack Barry 9607
July 9, 2013 by in Banking | Business News | Finance

The Arizona Bankers Association today announced Jack Barry, chairman of Enterprise Bank & Trust’s Arizona region, was recently elected to the association’s board of directors. “Jack is well-respected for his leadership at Enterprise as well as for his long-standing commitment to the Phoenix community,” said Lynne Herndon, AzBA board chairman. “We are delighted to welcome… Read More →

Enterprise Bank & Trust earns honor

money stack
June 28, 2013 by in Banking | Business News | Finance

Enterprise Bank & Trust’s solid financial performance and profitability has earned it one of the first-annual Raymond James Community Bankers Cup awards – placing it among the top 10 percent of community banks nationally. Raymond James & Associates, a leading investment banking and financial advisory firm, analyzed community banks for profitability, operational efficiency and balance… Read More →

Enterprise Bank & Trust earns honor

money stack
June 28, 2013 by in Banking | Business News | Finance

Enterprise Bank & Trust’s solid financial performance and profitability has earned it one of the first-annual Raymond James Community Bankers Cup awards – placing it among the top 10 percent of community banks nationally. Raymond James & Associates, a leading investment banking and financial advisory firm, analyzed community banks for profitability, operational efficiency and balance… Read More →

The Retirement Savings Crisis – Infographic

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If you are not saving as much as you should for retirement, you are not alone. Numerous surveys indicate that a staggering number of Americans are not saving enough for a comfortable retirement and many American workers are saving little or none of their income. The visualization below highlights the lack of preparation that will… Read More →

Chacopulos among Top 100 Women Financial Advisors

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Theresa Chacopulos, Senior Financial Advisor and Senior Vice President – Investments, at Wells Fargo Advisors, LLC, in Scottsdale, Arizona, was named to the prestigious 2013 Barron’s “Top 100 Women Financial Advisors” list.  Chacopulos was number 8 on the list.  This is her 6th time making the list. The list, published annually, provides readers with a… Read More →

1 In 5 Americans Have Less Than $100 In Savings To Cover An Emergency – Infographic

Household Rainy Day Funds Still in Short Supply - Infographic
June 21, 2013 by in Banking | Economy | Finance | Infographics

The annual CashNetUSA survey of 1,000 Americans conducted by online lender CashNetUSA shows 22 percent of Americans have less than $100 in savings to cover an emergency expense while 46 percent report having less than $800. The survey documents a consistent percentage of individuals with varying socio-economic backgrounds living paycheck to paycheck again this year.… Read More →

CFOs Show Growing Confidence in U.S. Economy

Arizona Business Financing

During the past year, chief financial officers (CFOs) have grown significantly more confident in the U.S. economy, according to the 2013 Spring CFO Survey from Grant Thornton LLP. The survey findings reveal that 45 percent of respondents believe the state of the U.S. economy will improve during the next six months, compared to just 31… Read More →