Banking & Finance

Financial strategies can optimize charitable giving

Tactics range from cash to bunching contributions

October 20, 2022

According to Giving USA, Americans contributed $466.23 billion to U.S. charities in 2021, and 67% of that-$326.87 billion-was given by individuals, not corporations.

Epic Trust Financial acquires Stewart-Longhurst CPA firm

Spokane company retains staff, office, but changes name

October 6, 2022

Karina Elias

Epic Trust Financial Group LLC, a Richland, Washington-based accounting company, has acquired Spokane-based Stewart-Longhurst PS Certified Public Accounting, says Greg Stewart-Longhurst, the Spokane firm's co-founder.

Pinkerton Investments acquires national research company

Investment company adds new business lines at Cd'A offices

October 6, 2022

Erica Bullock

Coeur d'Alene-based Pinkerton Investments Inc., the parent company of Pinkerton Retirement Specialists LLC, has acquired W.E. Sherman & Co. LLC, a national investment research firm headquartered in St. Louis.

Inland Northwest title companies lean into headwinds

Industry leaders say downturn is inevitable, make moves to secure greater market share

October 6, 2022

Erica Bullock

Business for title insurance companies is down this year, caused by declining numbers of purchase and refinance transactions, representatives of title companies here say.

Vega Cloud completes $9M funding round

Liberty Lake company to scale up cloud-storage optimization efforts

September 28, 2022

Staff Report

Liberty Lake Cloud Inc., which does business as Vega Cloud, has completed a $9 million funding round, the company announced this afternoon.

Exchange-traded funds grow in popularity for some investors

Few 401(k) plans include pooled investment security

September 22, 2022

Virginia Thomas

Exchange-traded funds are growing in popularity as a part of some retirement strategies, despite a general lack of ETFs in 401(k) plans, some financial advisers here say. Dustin Allbery, vice president of operations at Northwest Planning Inc.

Prepare for savings adjustments in retirement years

Retaining some stocks can help hedge inflation

September 22, 2022

Michael Maehl

Capital One Group recently surveyed 1,005 adults for its Financial Freedom Study. In the questions regarding retirement issues, the responses suggest that, apparently, it's not a major thing for most pre-retirees. Here's some of what they found.

Market pullback expected; current downturn isn't historic

Stimulus fueled demand, triggered Fed's actions to curb rise in inflation

September 22, 2022

Staff Report

Market pullbacks are never easy, especially if you are retired and depend on your investments to generate income to pay your expenses. For so many people, this market pullback is especially difficult.

INW advisers: Watch out for red flags when investing nest eggs

Investment professionals offer guidance in light of recent indictment in Spokane

September 22, 2022

Karina Elias

In light of recent charges against the local financial adviser accused of stealing millions from his clients, Spokane-area financial professionals and the legal examiner involved in the case say there are red flags investors should watch for and ways to

Progressions Credit Union plans North Side branch

Stand-alone location took two years to find, secure

September 8, 2022

Erica Bullock

Progressions Credit Union plans to construct a second stand-alone branch next spring at the northwest corner of Nevada Street and Jay Avenue, says Susan Vuong, the organization's president and CEO.