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Recent and archived news stories on: Banks, Credit Unions, Mortgage Lending, SBA, Stocks/Bonds, Venture Capital, Wealth Management...

Furniture Company Inks 247K-SF Deal in Santa Ana

Former Sears Facility Fully Leased; 2 TenantsCloud Mountain has signed a sizeable industrial lease at the site of a former Sears facility in Santa Ana

Hedge Fund Manager Inks Record Deal for Laguna Beach Home: Report

Oceanfront property trades for $70M

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Compass Execs Find Right Direction in OC

FINANCE: Seeks companies with moat

Compass Diversified buys and sells companies, yet it’s not a private equity firm

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Midday Stock Roundup

Glaukos rises 4.3%; Rivian falls 4.7%

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RIA Beacon Pointe Gets KKR Investment

CEO Eusey sees growth continuing

Shannon Eusey has built Newport Beach’s Beacon Pointe LLC from a UCLA school paper into the largest female-led registered investment advisory firm in the country

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Midday Stock Roundup

Rivian climbs; Advantage falls

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OC Unemployment Drops to 4.7%

County adds 19,800 jobs in October

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Midday Stock Roundup

Rivian, Romeo Power sink

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Midday Stock Roundup

Rivian drops after rocket rise; Alignment Healthcare down on new offering

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Expiring Tax Provisions

2021 year-end tax letter

During the COVID-19 pandemic, Congress enacted several stimulus laws, including the Coronavirus Aid, Relief, and Economic Security (CARES) Act; the Consolidated Appropriations Act, 2021 (CAA); and the American Rescue Plan Act (ARPA).

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Beacon Pointe Gets KKR Investment

Abry Partners to sell minority stake after 20 months

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Rivian Valuation Over $100B; Tops for OC

IPO: $11.9B in proceeds for electric vehicle maker

Company stock subsequently rose as much as 52% in its first day of trading on Wednesday, Nov. 10, before closing up 29% to $100.73

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Midday Stock Roundup

Kura Sushi, Xponential surge on quarterly results; Rivian continues climb

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Xponential Shares Jump in After-Hours

Up nearly 13% following Q3 results

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Midday Stock Roundup

Rivian Automotive, indie Semiconductor Inc. soar

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MeridianLink Inks $435m Credit Facility

Says 3.5% rate is `validation’

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Rivian Ends First Day of Trading on High Note

Up about 30%, market cap of $98.7B

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Midday Stock Roundup

Rivian jumps 40%+ on 1st day; Vizio, Inari leap on Q3 results

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Rivian Amends Share Price to $78 Ahead of IPO

Set to begin trading Wednesday

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Midday Stock Roundup

Alignment Healthcare slumps; loanDepot rises

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5.11 Publicly Files for IPO

Tactical gear maker, retailer filed confidentially in August

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BRP's Burnham to Buy Wood Gutmann & Bogart

Combined insurance offices have $70M+ in revenue

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Midday Stock Roundup

Xponential, BJ’s shares climb

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Midday Stock Roundup

Envista rises; Vizio falls

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ATI Expands in Southeast with ProCare Buy

Deal adds two offices

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Xponential Brand Inks Deal to Bring Brands to LA Fitness, City Sports Clubs

Deal would expand Xponential’s studios to more than 500 locations

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