Finance Archives

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

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

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

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's Barry joins AzBA board

Jack Barry 9607

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 →