investments Archives

Laurie Sandau joins GPE Commercial Advisors

Laurie Sandau, GPE

GPE Commercial Advisors welcomed Laurie Sandau, Associate Vice President as the newest member of its brokerage team. Sandau brings more than 11 years of local and national commercial real estate experience with Lawyers Title NCS. Her expertise in marketing and business development combined with her knowledge of the title and escrow process brings a fresh… 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 →

Market Volatility For Investors

market volatility

There are many perspectives to market volatility that investors can research, monitor and learn about. Some of these forms of volatility include actual historical volatility, actual future volatility, historical implied volatility, current implied volatility and future implied volatility. This can be very confusing so let’s look at the most commonly used in investing historic volatility… Read More →

Risky Investments: How Much Of Your Porfolio Is Risky?

Are Your Investments Safe Or Risky?
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 →

Including Real Estate Investments in Your Retirement Portfolio

Real Estate Investments
by in Business News | Investment

Are you aware that you can use your retirement account to purchase real estate? Many financial advisors, accountants, attorneys, and real estate professionals are unaware of this option, as are individual investors. IRA’s and Qualified Plans can provide funds for a variety of real estate transactions, including raising capital, bridge financing, raw land, purchasing and… Read More →

Two Valley Groups Are Working To Advance And Retain Women’s Role In The Financial Field

Advance And Retain Women’s Role In The Financial Field - AZ Business Magazine Nov/Dec 2010

It wasn’t so long ago that a typical business meeting at a banking or financial institution was dominated by the good ol’ boys network. Well, not anymore. Today, you are likely to see more women among the dark suits at the table. “I have watched women evolve,” says Deborah Bateman, executive vice president of specialty… Read More →

Volatility Can Be A Portfolio’s Greatest Threat

Wall street bull

The up-and-down swings of the markets are giving everybody vertigo. Yet most people fail to understand how critical it is to minimize the volatility within their investments. Besides getting a better night’s sleep, there are sound mathematical reasons. Most people are astounded to learn that they can actually earn a lesser rate of return with… Read More →

Changing Investment Management Firms Can Be Costly

Investing man

Patience, it turns out, can be indeed a virtue — especially for retirement plan sponsors. Sunil Wahal, professor of finance at the W. P. Carey School of Business at Arizona State University, and his co-authors compiled a database of hiring and firing decisions made by more than 3,700 plan sponsors between 1994 and 2003. The… Read More →

CEO Series: Keith Maio President and CEO National Bank of Arizona

Keith Maio President and CEO National Bank of Arizona

Keith Maio President and CEO National Bank of Arizona Assess the current state of the banking industry in Arizona. It looks pretty tough. The economic environment is difficult. What we deal with in Arizona is that we have a real estate-dominant economy, so many of the local banks are heavy in real estate lending. And… Read More →

Social Networks On Internet Pose Challenges And Opportunities For Businesses

Social media

Instinct: Nearly every decision a person makes in his or her lifetime can in some way be tied to an instinctual reaction. One of the most primal of instincts is survival and the key to our evolutionary climb has been the instinct to live in groups or the herd mentality. The instinct is simple —… Read More →

Real Estate Companies Are Seizing Opportunities During The Bust

buyers market

With dark clouds hanging over the country’s economy and property prices tumbling, many people consider the idea of buying real estate absurd. Yet Valley real estate experts contend right now is the best time to buy. Jeff Pavone, principal of Commercial Plus in Scottsdale, says smart, experienced commercial real estate investors only buy property when… Read More →