Finance Archives

Established CFO Brings Tech Experience to IO

data.center

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

the-retirement-savings-crisis-featured

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

Chacopulos, Theresa 3-12_cropped_USE THIS ONE

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 →

Frutkin Publishes Equity Crowdfunding book

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There has been widespread recognition of the emerging power of crowdfunding, the online phenomenon that provided more than $10 million for iPhone-compatible watch creator Pebble and $5.7 million for the upcoming Veronica Mars movie. Valley Attorney Jonathan Frutkin of The Frutkin Law Firm recently published a new book about this new source of finance, known… Read More →

Do we have a clue of what financial stability is?

economy

It’s been nearly 5 years since we experienced the “Great Recession” and still we struggle to find the answers to stabilize the markets.  Since the recession we have experienced stricter bank regulations, continued government spending, high unemployment, struggling homeowners, and consumer confidence is still low. The crisis was tragic and because of its severity we… Read More →

Wells Fargo advisor ranked No. 1

Chacopulos, Theresa 3-12_cropped_USE THIS ONE
March 27, 2013 by in Banking | Business News | Finance

Theresa E. Chacopulos, senior financial advisor of the Scottsdale branch of Wells Fargo Advisors, LLC, was ranked among Barron’s Top 1,000 Financial Advisors for 2013, as announced in the weekly magazine’s February 18th issue.  Chacopulos was ranked No. 1 in the state of Arizona. “I’m incredibly honored to be recognized alongside other top advisors,” said… Read More →

What can the U.S. Count on for Future Growth?

economy

2012 was a smoother ride than expected for the markets. However, it was and will continue to be turbulent in the political arena. Hopefully, economics and politics will be able to work together and define a path that will create a stable environment for everyone. There are many exciting advances in different areas of our… Read More →