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Banking & Finance

Numerica plans first Sandpoint-area branch

New location expected to open in fall of 2025
September 26, 2024
Journal of Business Staff

Numerica Credit Union plans to enter the Sandpoint-area market with a new retail branch next year. 


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Quantum Financial relocates in North Bank neighborhood

Wealth management firm acquired office building last summer
September 26, 2024
Dylan Harris

Spokane-based Quantum Financial Planning Inc. will begin operating at its recently acquired office building, at 720 W. Boone, next week.


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Five Takeaways: Spokane's Entrepreneurial Ecosystem

with Skye Henderson, VP of venture investments at Cowles Ventures
September 26, 2024
Linn Parish

The Journal of Business hosted Skye Henderson, vice president of venture investments for Cowles Ventures, for its most recent Elevating The Conversation podcast.


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Some seniors face capital gains tax on home sale

Mitigating such liability often requires strategy
September 26, 2024
Beau Ruff

For some seniors, navigating the federal capital gains tax on the sale of their primary residence can be complex.


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Gen X is largely unprepared for retirement

Spokane financial advisers offer strategies to catch up
September 26, 2024
Karina Elias

Gen X has been named the alpha tester for the 401(k) retirement savings plan, and most are behind on saving for their retirement. We spoke to Spokane financial advisers about some of the strategies Gen Xers can take on to accumulate wealth. 


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Preretirees have bleak expectations for road ahead

Advisers say perceived pessimism can impact savings gains
September 26, 2024
Erica Bullock

Preretirees envision themselves lacking enough retirement income to live in comfort once they leave the workforce, but some financial advisers suggest that a pessimistic retirement outlook can become a self-fulfilling prophecy.


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Michael Maehl

Owning stocks in retirement can hedge inflation

Volatility of equities most often leads to growth
September 26, 2024
Michael Maehl

Retirement income specialist Michael Maehl advises that mainstream stocks have been the simplest way for people to build real wealth and increase income over time at a far greater rate than inflation can take it away.


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The 2024 Class of Rising Stars

September 12, 2024
Journal of Business Staff

The Journal of Business honored its 2024 class of Rising Stars at a mid-September event at Barrister Winery. 


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Accounting pipeline crisis presents opportunity

CPA jobs offer variety from 9-to-5 employment to business ownership
September 12, 2024
Nick R. Fuller

Simple economics points to an attractive opportunity for accounting professionals and students considering the CPA career path.


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2024 Rising Stars: Lauren Murray

Merrill Lynch exec champions women in financial services
September 12, 2024
Tina Sulzle

Lauren Murray a market executive for Merrill Lynch Wealth Management’s Mountain West Market coaches more than 65 financial advisers and 45 associates in growing their practices.



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