Wealth Management

For Women, Money May Mean Something Different

April 19 — Evidence shows that the majority of women would rather discuss their own death than talk about money. This was only one of the findings in a recent Merrill Lynch/Age Wave study, “Women and Financial Wellness: Beyond the Bottom Line,” which examined the fundamental differences in the ways women and men relate to money and what constitutes financial well-being.


Half of Americans Don’t Make Regular 401(k) Contributions

April 18 — Despite the consistent advice of financial experts, 50 percent of 18- to 60-year-olds do not make regular contributions to a 401(k) account. In addition, the 2018 Financial Literacy and Lifestyle Survey from First National Bank of Omaha found that 75 percent of Americans do not have a monthly budget that they adhere to, and 46 percent falsely believe that checking their own credit hurts their credit score.


Not So Bullish: Investor Sentiment on the Decline

April 13 — The latest StreetWise study from E*TRADE finds that bullish sentiment among investors has fallen 16 percentage points to 52 percent, a decline from the first quarter of 2018 and an 11 point drop from the second quarter of 2017.


Millennial Women Are Afraid to Invest

April 5 — It’s not knowledge, and it’s not lack of funds. No, according to a new study by SoFi and Levo, How Millennial Women Invest, the biggest factor in the investment gap between men and women is fear.


What Are Banks Selling for Today?

Data from leading M&A consulting firm tells the tale.

The following is reprinted with permission from the February 2018 Market Statistics newsletter of The Capital Corporation.

The first question we often get from bankers is, “What are banks selling for today?”

We all look at the multiple of book value when we see a transaction reported. But much more goes into the value of an individual bank than the level of its capital. Earnings, location, management, loan and core deposit levels, credit quality, historic and future growth and other factors all have a significant impact on the value of an organization.


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