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Montecito Bank & Trust
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Central Coast peer-to-peer lending grows

By   /  Friday, April 1st, 2016  /  Latest news, Personal Finance  /  Comments Off on Central Coast peer-to-peer lending grows

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Montecito wealth manager uses scientific approach with investments

By   /  Friday, November 27th, 2015  /  Latest news, Personal Finance, Small Business, Top Stories  /  Comments Off on Montecito wealth manager uses scientific approach with investments

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FICO score can make a big difference

By   /  Friday, September 25th, 2015  /  Op/Eds, Opinion, Personal Finance  /  Comments Off on FICO score can make a big difference

For most small businesses, the toughest aspect of running the operation is managing cash flow. Most small businesses depend on timely payments from their clients to pay their own bills. However, in difficult times such as these, clients often stretch payment of their invoices to 60 days or longer. In order to be able to Read More →

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Carey & Hanna moving from Ventura to Oxnard

By   /  Tuesday, September 15th, 2015  /  Latest news, Personal Finance  /  Comments Off on Carey & Hanna moving from Ventura to Oxnard

Ventura-based Carey & Hanna Tax and Wealth Planners is relocating to a larger office in Oxnard. Carey & Hanna Tax and Wealth Planners will move into the former National University building at 1000 Town Center Drive, Suite 200, on Oct. 22. The office has been located at 1445 Donlon Road, Suite 6 in Ventura since Read More →

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Dubroff: Investors should be skeptical about exchange-traded funds

By   /  Friday, September 11th, 2015  /  Columns, Personal Finance  /  Comments Off on Dubroff: Investors should be skeptical about exchange-traded funds

Exchange-traded funds are the newest, latest, greatest Wall Street creation. In the past decade and a half, they’ve grown from a niche product with just $72 billion in assets invested to a behemoth totaling $2.7 trillion. Thanks to real-time daily pricing and low fees, ETFs are rapidly supplanting mutual funds in retail accounts. But the Read More →

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Santa Barbara’s Pensionmark partners with CAPTRUST

By   /  Thursday, September 10th, 2015  /  Latest news, Personal Finance  /  Comments Off on Santa Barbara’s Pensionmark partners with CAPTRUST

Santa Barbara-based Pensionmark Financial Group and CAPTRUST Financial Advisors have partnered to better deliver corporate retirement plans with a combined $180 billion of assets under advisement, the companies announced Sept. 10. The new jointly owned entity will operate as Pensionmark’s registered investment advisor and will take on more than 3,000 combined clients. CAPTRUST and Pensionmark Read More →

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Investors can decide not to put money into companies that damage environment

By   /  Friday, May 29th, 2015  /  Energy, Op/Eds, Personal Finance  /  Comments Off on Investors can decide not to put money into companies that damage environment

By Brad Stark and Kieran Osborne The pipeline breakage near Refugio State Beach is not only devastating to our environment and harmful to life on the Central Coast, but it also brings attention to how the oil industry is supported with investment dollars. The public relations battle with fossil fuels has been heating up for Read More →

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