Special Report

SEC mulls ruling that could thin out angel investors

Proposed accreditation changes stir emotions

August 14, 2014

Although the Securities and Exchange Commission (SEC) hasn't yet proposed an increase in the financial resources required for an individual investor to be accredited, the Angel Capital Association (ACA) fears such a move may loom ahead and has been pres

Partnerships, balance can boost business growth

Putting eggs in multiple baskets improves odds

August 14, 2014

Jeff Wilcox

The Inland Northwest economy has come a long way in the last five years, and has been growing steadily, most notably in the last 15 months. As reported in this journal back in December, the total value for permitted construction in Spokane for the first 1

Financial centers work to protect elderly from scams

Technology offers more opportunity for swindlers

August 14, 2014

Katie Ross

In late June, the American Bankers Association and AARP announced a two-year partnership to study and help prevent the financial exploitation of elder Americans. Locally, financial institutions are using employee training and customer education to try to

Evaluating when to board your financial lifeboat

SS Bull Market isn't listing yet, so stow vests for now

August 14, 2014

Michael Maehl

If you've ever gone on a cruise or been aboard a vessel that's going to be out at sea for a while, you'll be familiar with this process. It's basically done so that, if the situation calls for it, all the passengers will know what to do, how to do

D.A. Davidson program puts emphasis on young recruits

Effort aims to help graduates become successful advisers

August 14, 2014

Staff Report

D.A. Davidson's Individual Investor Group is starting a financial advisor apprentice program.Â With almost 80 years of experience helping generations of clients, Davidson says it has developed this program to give candidates the structure, tools, strate

Edward Jones in growth mode in the Inland Northwest

Company has 57 branches in region, more likely to open

August 14, 2014

Linn Parish

Edward D. Jones & Co. is expanding its presence in the Spokane market as part of a five-year national push to open more offices. Pete Blackwell, a certified financial planner who operates an Edward Jones office at 6319 N. Maple, on Spokane's North Sid

Columbia Bank stakes an Idaho foothold

Tacoma-based company to secure long-sought presence in Gem State

August 14, 2014

Mike McLean

Tacoma-based Columbia Banking System Inc. and Sandpoint-based Intermountain Community Bancorp have similar corporate cultures that will assist integrating the two banks following a planned acquisition that will mark Columbia Bank's long-envisioned entry

Retirees can take many avenues to charitable giving

Baby boomers are largest contributors, report finds

July 31, 2014

Judith Spitzer

Warren Buffett has persuaded more than 100 billionaires to give away large portions of their wealth to philanthropy over the past few years. People in Spokane may not have billions to donate to charity but they are generous when it comes to giving money t

Spokane-area agencies come together to prevent elder abuse

Volunteer network functions as collaborative resource

July 31, 2014

Katie Ross

With the number of Americans over the age of 65 at 41 million and increasing, governments and local organizations are faced with the growing problem of elder abuse, which is defined as the intentional or neglectful acts by a caregiver or trusted individua

Staying tax efficient in retirement should be priority

Exposure can be minimized with right investments, plan

July 31, 2014

Rob Blume

For those approaching retirement with an established nest egg, the next challenge lies not just in continuing to grow your investments but in ensuring that the dollars you've put away last. Many factors should be taken into consideration, including the