April 2, 2025
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Montecito Bank & Trust
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American Riviera finds its niche

By   /  Friday, December 9th, 2022  /  Banking Industry, Personal Finance  /  Comments Off on American Riviera finds its niche

By Madeleine Benn Staff Writer American Riviera Bank has begun offering products and services aimed at attracting accounts smaller than those typically targeted by wealth management offices. The products and services include accounts for first time savers and checking customers, aid to small businesses in qualifying for loans and assistance to first time home buyers. Read More →

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Tri-county jumbo loan limits rise in 2023

By   /  Friday, December 9th, 2022  /  Columns, Personal Finance, Real Estate  /  Comments Off on Tri-county jumbo loan limits rise in 2023

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Portfolio Watch

By   /  Thursday, December 1st, 2022  /  Personal Finance  /  Comments Off on Portfolio Watch

When it comes to inflation, the bond market may be a more reliable forecaster than the stock market, writes Mechanics Bank Wealth Management, with current indicators suggesting the Federal Reserve rate hikes will peak at around 5%, versus 5.5% as earlier forecast. Among other things, “real time data on rents in the housing market indicate Read More →

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Estate Planning Panel

By   /  Sunday, November 27th, 2022  /  Personal Finance, Special Sections  /  Comments Off on Estate Planning Panel

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Investor Roundtable

By   /  Saturday, November 19th, 2022  /  Personal Finance, Special Sections  /  Comments Off on Investor Roundtable

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Portfolio Watch: Fiscal prudence is hot again; demand for homes slowing

By   /  Friday, September 30th, 2022  /  Banking & Finance, Latest news, Personal Finance, Subscriber content  /  Comments Off on Portfolio Watch: Fiscal prudence is hot again; demand for homes slowing

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Portfolio Watch: Hot August for inflation; End of the pandemic real estate boom?

By   /  Friday, September 16th, 2022  /  Banking & Finance, Columns, Latest news, Personal Finance, Subscriber content  /  Comments Off on Portfolio Watch: Hot August for inflation; End of the pandemic real estate boom?

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