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Banking & Finance

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.
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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.
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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.
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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.
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—Virginia Thomas

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.
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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.
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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.
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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
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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.
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Rising Star Amanda Landreth: 'Busiest year' reaps its own rewards

CU director aims to pave way for women leaders
September 8, 2022
Dylan Harris
Amanda Landreth, director of lending administration at STCU, says her drive to succeed has helped push her through the busiest year of her life. 'I just want to get the next step done so I can be proud of what I've done and show my kids that you
Read More
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