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Banking & Finance

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Oregon group acquires Spokane's HMA CPA

Aldrich Group expands reach in Inland Northwest
November 21, 2024
Karina Elias

HMA CPA, of Spokane, has been acquired by Oregon-based Aldrich Group of Cos. 



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Financial aspect of legacy is worth pondering

Some prefer rewards of sharing their wealth while they're still alive
November 21, 2024
John Graham

It’s never too late to consider, enhance, or create a lasting legacy, writes financial adviser John Graham.


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Fraud & Furious: Scams targeting older adults increase in INW

Elder exploitation is $27B issue in US
November 21, 2024
Karina Elias

Scams and financial fraud in many forms have been on the rise in recent years, particularly targeting older adults, say financial industry experts.



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Liberty Lake firm simplifies wealth management

Father-son duo focuses on financial fundamentals
November 21, 2024
Dylan Harris

Simple Wealth LLC was founded in 2010 by Chuck Potter and his son, Josh Potter.



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Donation strategy can reduce RMD tax liability

Qualified charitable distribution is excluded from ordinary income
November 21, 2024
Beau Ruff

For some retirees, seeking how to limit tax implications of taking required minimum distributions from their savings, a qualified charitable distribution might be the solution, writes attorney and wealth planner Beau Ruff.


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Loran Graham Co. increases assets, clients over 16 years in business

Faith-driven investments shift to more mainstream strategy fueling growth
November 21, 2024
Erica Bullock

Loran Graham Co. has experienced significant growth of its managed assets and volume of clients since the company's founding in 2008, due to a growing acceptance of faith-based investing.


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Michael Maehl

Income, not principal, is real retirement challenge

Bond-based investments can lag inflation, taxes
November 21, 2024
Michael Maehl

For some people transitioning savings to retirement income, being too conservative with investments won’t have the intended effect of protecting principal over the long term, writes retirement income specialist Michael Maehl.


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Small business loan program creates grant access

Canopy CU volunteers as local lender for Credit Building Pilot Program
November 7, 2024
Dylan Harris

Dozens of small business owners have received loans from Canopy Credit Union through the Credit Building Pilot Program.


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Financial news briefs

November 7, 2024
Journal of Business Staff
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Fruci & Associates embraces flexible schedules as recruiting tool

Firm attracts burnt-out workers, grows team
November 7, 2024
Karina Elias

While the accounting industry faces an employee-pipeline crisis, Kemper Rojas, managing partner at Fruci & Associates PS, says the Spokane-based accounting firm has been engaging strategies focused on talent retention and recruitment. 


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