This quarterly report explores relevant topics affecting our local businesses and also includes a roundup of the stock exchange, bonds, mutual funds and more.

  • Local investment experts strategize against obstacles in coming year

    Taking a contrarian perspective, benefiting from downturns in the housing market, possible pressure on pharmaceutical and biotechnology companies from the new Democrat-controlled Congress, and investing in health care are a few ways local investment professionals said they plan on leveraging their clients' portfolios in the coming year.

  • Renters gloat over housing slump

    The housing slump has been painful for millions of people who work in real estate or recently bought a house.

  • 30 states take side of Enron shareholders seeking damages from Wall Street banks

    Thirty states have taken the side of Enron shareholders seeking damages from big investment banks in a federal case over the banks' alleged role in Enron's accounting fraud.

  • Report: U.S. banks, facing staffing needs, should focus on Gen Y

    CHARLOTTE, N.C. -- The U.S. banking and securities industry is struggling to develop the young staff needed to replace the legion of workers set to retire in the next decade, according to new research from corporate consultant Deloitte & Touche USA.

  • Reverse mortgages turn home equity into income

    A reverse mortgage could help you pay for retirement -- or it could cost you and your heirs a lot of money.

  • NYC must act now to stay in financial top spot, lawmakers say

    NEW YORK -- New York leaders are concerned that the city is losing its competitive edge in the financial services sector, which a report says is burdened by tough regulation and a legal environment that deter foreign investment, and because top employees are being lured elsewhere.

  • U.S. banks move earlier to curb foreclosures

    As the number of borrowers falling behind on their mortgage payments climbs to the highest level in five years, the mortgage industry is trying new strategies to help bail them out.

  • The risk of filing your taxes early

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  • When is it time to change banks?

    When it comes to business banking, sometimes it's difficult to know what you're missing. It is a common misperception that one bank is as good as the next, but it is not the case when it comes to a business banker. The right banker can help create and find significant opportunities for a growing business. People - and the expertise and services they provide - make a tremendous difference.

  • In too deep? Eight signs of debt overload

    The benefits and conveniences of having credit lines or credit cards are enticing in today's consumer-driven world. But the bottom line is with these "benefits" come a large cost to the health of your credit score.

  • Protect yourself from identity theft

    Every time you open your mail, use your credit cards, pay bills or write a check, you're taking a risk - a risk that could mean losing your identity, a loss that may cost you up to hundreds of thousands of dollars and damaged credit for years to come. So prevalent is identity theft that, in 2006 alone, Congress introduced 34 bills to help protect consumers against it. According to the U.S. Department of Justice, it's the fastest growing crime in America, claiming more than 10 million victims per year.

  • Victims of identity theft often know the thief

    Identity theft is now the No. 1 crime in the United States, with an estimated 10 million American consumers having their personal information used to open fraudulent bank, credit card and utility accounts, obtain loans or commit other crimes. Identity theft has now topped the list of consumer complaints to the Federal Trade Commission for the fourth consecutive year and accounts for nearly half of all FTC complaints.

  • New technology fuels online banking advancements

    Technology innovation and the maturation of the Internet as a business tool have changed the banking landscape for small and medium-size businesses. From new Web-based services to enhanced online security, organizations across the country are engaging in a variety of electronic banking functions. Greater operational efficiency, costs savings and transactional security are just a few of the sizeable benefits the online banking arena affords today.

  • BofA economist sees modest growth for U.S., San Diego markets

    Despite significant downturns in the U.S. auto manufacturing and housing sectors, the national economy should see a period of modest growth in 2007, thanks in part to low energy prices, according to the chief economist for Bank of America's investment management division.

Profiles

Archived Reports

Banking & Finance Quarterly - Summer 2015

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

Banking & Finance Quarterly - Spring 2015

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

Banking & Finance Quarterly - 2015

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

Banking & Finance Quarterly - Fall 2014

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

Banking & Finance Quarterly - Summer 2014

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

Banking & Finance Quarterly - Spring 2014

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

Banking & Finance Quarterly - Winter 2014

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

Banking & Finance Quarterly - October 2013

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

Banking & Finance Quarterly - Summer 2013

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

Banking & Finance Quarterly - April 2013

This quarterly edition of Banking & Finance focuses on the latest in taxes and investments, as well as the financial impact of sequestration.