This quarterly report takes a closer look at San Diego banks and credit unions, with insights from local financial experts.

  • Expert Insights: Banking

    Gary Cady

  • Expert Insights: Commercial real estate

    Stath Karras

  • Expert Insights: Venture capital

    Dan Kleeburg

  • Credit union star ratings decline less than last quarter

    Credit union balance sheets looked both better and worse in the second quarter, as federal insurance fund demands softened while asset deterioration continued.

  • Changes to SBA lending guidelines benefit local small businesses

    Thanks to the American Recovery Act signed into law earlier this year, small businesses have an opportunity to flourish in spite of an uncertain economy. Positive regulatory changes resulting from the recent legislation include the modification of Small Business Administration (SBA) loan products that now offer higher government loan guarantees and a reduction in borrower fees.

  • Next asset bubble could come sooner

    NEW YORK -- The next financial bubble could come sooner than many may think.

  • San Diego County Credit Union named best credit union

    San Diego County Credit Union is San Diego's largest locally based, full-service financial institution. With 27 branches located in San Diego, Riverside and Orange Counties and 24-hour online access to account information, SDCCU is well capitalized with more than $4.8 billion in assets and over 205,000 customers. SDCCU offers checking accounts with direct deposit, no annual fee Visa credit cards, certificate and money market accounts, auto and home loans and much more.

  • Mortgage modification mania -- making sense of it all

    Mortgage modifications, i.e., changes in rates and terms to lower monthly payments, have become more common in the past year as home values have plummeted and unemployment has skyrocketed. The credit union industry is working hard to help its members stay in their homes, and the incentives are strong.

  • Expert Insights: Wealth management

    Luanne Bas

  • Study: Affluent Americans need help restructuring investment portfolios

    Bank of America (NYSE: BAC) recently announced the relaunch of its Merrill Lynch Wealth Management brand, signaling the combined organization and its commitment to delivering personalized financial advice backed by the firm's diverse range of products and resources.

  • Tough times ahead for credit unions

    Credit union regulators didn’t mince words during their stop in San Diego on Monday: Next year is going to be very, very tough as unemployment remains high and real estate values stay low.

  • Russell inclusion boosts S.D. small-cap companies

    The reconstitution of the Russell 2000 earlier this year brought in the smallest companies the index has seen since 1993, allowing a few San Diego companies to enjoy the benefits of keeping company with more visible small-cap stocks.

  • Survey: Californians foresee bright future

    The majority of Californians are optimistic about the future and their finances despite the tough economy, according to a recent quarterly survey by Citibank.

  • CBS wins dsmissal of Rather's lawsuit over firing

    CBS Corp. (NYSE: CBS) won the dismissal of a lawsuit filed by Dan Rather, its former network anchorman, who claimed he was fired in the fallout over a story about President George Bush's Vietnam War-era military service.

  • Economists sound off on inflation worries

    With increased fiscal spending and novel monetary policy tools being used to revive the economy over the past year, concerns over inflation are hardly new.

  • Report: Most SD banks 'adequate'

    San Diego banks are just muddling along, according to a recent report by ratings firm BauerFinancial, which showed the troubled institutions getting hit the hardest while a handful of standouts stay above the fray.

Banking & Finance Quarterly

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Banking & Finance

Banking & Finance is a one-stop shop for The Daily Transcript's news on the local economy, market conditions, capital and funding issues, and investment concerns.

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Banking & Finance Quarterly - July 2011

The Banking & Finance Quarterly report takes an in-depth look at the local economy, market conditions, financial institutions and more.

Banking & Finance Quarterly - April 2011

The Banking & Finance Quarterly report takes an in-depth look at the local economy, market conditions, financial institutions and more.

Banking & Finance Quarterly - January 2011

The Banking & Finance Quarterly report takes an in-depth look at the local economy, market conditions, financial institutions and more.

Banking & Finance Quarterly - October 2010

Local experts answer tough questions on the economy and the future of commercial real estate in our quarterly Banking & Finance report.

Archived Reports

Banking & Finance

Banking & Finance is a one-stop shop for The Daily Transcript's news on the local economy, market conditions, capital and funding issues, and investment concerns.