Finance Archives

Mutual of Omaha Names Manager of Mortgage Sales for Arizona

Winter, Robert 80565
September 25, 2012 by in Business News | Economy | Finance

Mutual of Omaha Bank has promoted Robert Winter to manager of mortgage sales for Arizona. Based in Scottsdale at 9200 E. Pima Center Parkway, Winter will lead the bank’s statewide mortgage lending group as they offer a comprehensive portfolio of residential financing solutions including conventional loans, jumbo loans, second liens, bridge notes, FHA and VA… Read More →

Wealth Management Q&A With GenSpring Executives


Here are answers to some common wealth management questions from Pat Soldano, chairman – Western Region, GenSpring Family Offices, and Mark Mushkat, senior advisor – Western Region, GenSpring Family Offices: What is the biggest mistake people make — that could be corrected by an effective financial adviser — when they try to manage their assets… Read More →

Ways To Boost Financial Performance In Face Of Economic Uncertainty

Ways to Boost Financial Performance in Face of Economic Uncertainty
September 13, 2012 by in Columnist Spotlight | Economy | Finance

Here we are in a challenging economic environment that spans almost every industry. Every day we are reminded of this with still high unemployment rates, less than hoped for corporate financial results, bankruptcies and foreclosures, low consumer confidence, etc. With this news constantly put before us, I frequently hear from business colleagues that it isn’t… Read More →

Risky Investments: How Much Of Your Porfolio Is Risky?

Are Your Investments Safe Or Risky?
September 12, 2012 by in Columnist Spotlight | Finance

It’s been only four years since our Great Recession, and the investment world has changed drastically. Many investors are thinking, planning and attempting to grow their wealth more cautiously. In many cases, it’s not about growth but preserving what one already has. It wasn’t long ago when general planning of life was much simpler. We… Read More →

Wells Fargo Celebrates Arizona Teacher of the Year

September 5, 2012 by in Business News | Education | Finance

Wells Fargo is honoring Arizona’s Teacher of the Year on its ATMs across the state. For the month of September most of Wells Fargo’s 544 ATMs in Arizona will feature a screen congratulating 2012 Teacher of the Year Kristie Martorelli. Wells Fargo’s ATM users can learn more about Martorelli’s teaching achievements by simply pressing a… Read More →

Increasing Cash Flow, Becoming A Debt-Free Company

Increase Cash Flow, Reduct Debt
September 4, 2012 by in Columnist Spotlight | Finance

How much debt financing is right for a business? In today’s low-cost money environment, the “easy” answer might be “as much as you need” because it is inexpensive (depending on a company’s financial situation). However, the credit environment has tightened significantly during the past two years because of the stress that has been placed on… Read More →

“MACH” A Match For Whistleblowers

"MACH" A Match for Whistleblowers
August 28, 2012 by in Columnist Spotlight | Finance

In 2002, the Sarbanes-Oxley Act (SOX) breathed new life into whistleblower programs for U.S.-listed public companies. This legislation had a particular impact on audit committees, handing them the responsibility of, “establishing procedures for The receipt, retention and treatment of complaints received by the issuer regarding accounting, internal accounting controls, or auditing matters; and The confidential,… Read More →

New Technology Makes Financial, Inventory Management Easy, Affordable

New Technology Makes Financial, Inventory Management Easy, Affordable
August 27, 2012 by in Columnist Spotlight | Finance

The expansion of the Internet and the growth of online financial tools continue to change the way we do business. With the development of Web-based and online tools, it is easier than ever for small business owners to manage day-to-day operations, track financial transactions and measure performance. Unlike the more costly software packages many companies… Read More →

5 Common Small Business Challenges

5 Common Small Business Challenges

In working with small, growing entrepreneurial businesses, I have discovered several common financial-related issues with which they struggle. When I first start working with these businesses, most if not all of these issues exist. All of them are critical to their success in managing and growing their businesses. The good news is that with time… Read More →

BBVA Compass’ Herndon Will Chair Arizona Bankers Association


The Arizona Bankers Association (AzBA) announced  that Lynne B. Herndon, city president for BBVA Compass, will serve as the 2012-2013 chairman of the board of directors for the association.  Herndon succeeds James Lundy, president and CEO of Alliance Bank of Arizona, as chairman of the association. “I am excited to step into the chairman role… Read More →

UMB opens Scottsdale banking center

Scottsdale Opening - Branch Picture
August 22, 2012 by in Business News | Economy | Finance

UMB Bank Arizona, a subsidiary of UMB Financial Corporation (NASDAQ: UMBF) announced the opening of a new full-service banking center in Scottsdale. Positioned in Kierland Commons, the new UMB Bank is located at 16210 North Scottsdale Road. In addition to full-service consumer banking, the Scottsdale location will include private banking, investment and wealth management services… Read More →

National Bank of Arizona adds medical banking services


National Bank of Arizona (NB|AZ) announces the addition of premium, specialized banking services specifically for physicians, to accommodate the bank’s growing niche of medical banking clients. This specialty and expansion will be led by seasoned NB|AZ banker, Suzy Powell, and recent hire, Paula Wichterman. The new specialty provides an opportunity for local medical professionals to… Read More →

Arizona State Credit Union earns honor

August 21, 2012 by in Business News | Finance | Workforce

Arizona State Credit Union’s unwavering commitment to associates’ long-term financial well-being has earned the local financial cooperative national acclaim. An independent judging panel of employee benefits experts named Arizona State Credit Union one of the 2012 winners of The Principal 10 Best Companies for Employee Financial Security. Judges selected the credit union because of their… Read More →

Women At Grant Thornton Initiative Create An Environment Where Females Can Thrive

Grant Thornton

Stella(r) Leadership For Stella Shanovich, an audit partner at Grant Thornton in Phoenix, her team is anything but a Good Ol’ Boys’ network or a Women-Only Club. It’s a group of men and women focused on building a dynamic, talented team. “However, while inclusivity is key, it is also important to understand women and men are different in the… Read More →