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  1. Sorting the Good and Bad Smaller Banks

    M3 Funds' Jason Stock describes how his firm gauges the on-the-ground health of community banks and uncovers opportunities.

  2. Portability Provision Simplifies Couples' Estate Planning

    Estate-planning expert Deborah Jacobs details how spouses can take advantage of the 'portability' tax provision, which allows them to maximize both partners' estate tax exclusion, and how this strategy differs from trusts.

  3. When Good Things Come in Small Banks

    M3 Funds' Jason Stock on finding compelling small banks in strong communities and the attractiveness of mutual holding companies.

  4. The Friday Five

    Five stats from the market and the stories behind them. This week: a critical 10 for BlackBerry, a promising 3.2% margin for Amazon, and more.

  1. Service Charges Starting to Rebound at Community Banks

    Community banks are starting to regain some traction when it comes to bringing in fees from deposit accounts. The Federal Reserve Board dealt banks a setback in July 2010 with Regulation E, requiring customer permission for enrollment in overdraft programs. It wasespecially harsh on smaller banks, ...

  2. Think 2012 Was Tough for Small Banks? Wait for 2013

    Margin pressure, regulatory hurdles and intense competition will test the nation's smallest banks next year, industry experts predict. Those issues could lead to a resurgence of consolidation among community banks.

  3. Schwab Sector Views: Consumer Concerns

     

  4. The Shrinking U.S. Banking Sector: On Balance, Who Benefits?

     

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