Spokane Journal of Business

Local News > Finance

Coeur d'Alene-based stock brokerage Pennaluna launches new investing site

Pennaluna & Co., a Coeur d'Alene-based stock brokerage, has opened a division named PennStarter, which launched a website last month as an online equity funding portal enabling people to invest mainly in startup companies. Pennaluna, which is located at ...

Incapacitation strategy said to be key to wealth management

Incapacitation strategy said to be key to wealth management

An incapacitation plan can help protect family assets if one spouse loses the ability to make financial and health-care decisions due to conditions such as Alzheimer's disease or severe stroke, which are among the top causes of disability for older people...

Preparing wills still not high priority for many, experts here say here say

Preparing wills still not high priority for many, experts here say here say

Planning for death is still proving to be a challenge for many adults across the nation and here in Spokane, say elder law and estate planning attorney Lynn St. Louis and financial planner Paul Viren. St. Louis and Viren both say they see many adults pro...

'Family bank' shown to hurt plans to retire

During the last five years, roughly three out of five Americans age 50 and older have provided financial assistance to members of their family, including adult children, parents, grandchildren, siblings, or other relatives, says a Merrill Lynch study rele...

Despite some pessimism, investors should be bullish on '14

"There are only two kinds of forecasters—those who don't know, and those who don't know they don't know." - John Kenneth Galbraith, economist Yes, it's that time of year—when Wall Street starts putting out projections for the market year to com...

Using clients' values to guide wealth-related advice

Using clients' values to guide wealth-related advice

Spokane-based financial planner Loran Graham says he approaches the retirement and wealth management goals of his clients by asking them what they value most. Common themes are time with family and community service, he says. "You can tell what's import...

Spokane accounting firms merge

Spokane accounting firm Heiskell MacGillivray & Associates PS has merged into its operations the firm of Engel & Associates PS, says Kevin Sell, a shareholder and certified public accountant with Heiskell MacGillivray. The merger, which was Nov....

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Wemco plans big new facility on West Plains

Airway Heights-based Wemco Inc., a light industrial equipment manufacturer, is starting a $6 million project to build a new production facility on a 10-acre parcel on the West Plains, says John Rouse, the company's vice president.The project is...

Financial advisers still don't reach female clients well

Women own well over 50 percent of the private wealth in this country. Most new businesses are started by women and they have been outperforming men in higher education since 1990. Women are advancing on all fronts of the economy and will be for to...

Consider financing options when selling company

A 2013 study by the National Institute on Retirement Security found that Americans of all ages are "falling well short of the savings amount they need to secure their retirement." Roughly one-third of baby boomers have no retirement savings and one...

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