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Don McNay

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Bank of America: The Perfect Example of Why You Should Move Your Money

Posted: 09/30/11 03:51 PM ET

Today, I saw two very different reactions to moves made by two different banks. One bank was once considered "too big to fail." The other is a tiny blip in the banking world.

How they reacted to upcoming regulatory changes says everything about their corporate culture.

Bank of America made the incredibly stupid decision to start charging debit card users five dollars a month.

On the same day, a local bank in Richmond Kentucky decided to close a small branch.

In my new book, Wealth Without Wall Street: A Main Street Guide to Making Money I encourage people to use debit cards and not use credit cards at all. My primary reason for a no credit card philosophy is to keep people from going into debt and encourage using a debit card.

Bank of America went a different direction. They want to gouge customers, especially small customers, who can't afford $60 in fees a year, in an attempt to make an estimated $3 billion in profits.

Just three years ago, the Congress of the United States authorized nearly $100 billion in bailout money to Bank of America. They took some of that taxpayer money to buy Merrill Lynch.

Instead of saying "thank you" Bank of America chose to tell the taxpayers ______ you.

I got the word today that a local bank is closing the branch near to my office. Like a lot of financial institutions, profits have to be down and they are tightening their belts where they can.

What they did not do is try to stick it to their loyal customers. I don't see them charging five dollars a month for debit cards.

I have a chapter in Wealth Without Wall Street about a cause Arianna Huffington started -- 'move your money' from a "too big to fail" bank to a local bank.

I did a long time ago. I won't be paying debit card fees to some Wall Street bank.

Moebs Services research shows that overdraft fees in 2009 averaged $35 for large banks compared to $25 for small banks. A similar gap existed with bounced check fees and stop-payment orders.

Personal service is another point in favor of small banks. According to J.D. Power and Associates (and quoted on the moveyourmoneyproject.org website), "small banks have consistently rated higher in overall customer satisfaction than their Wall Street counterparts and that gap has only widened in the last few years."

Supporting small business is another benefit that 'move your money' touts. According to FDIC data, 57 percent of bank assets are with the 20 largest banks, but only 28 percent of small-business lending comes from that top 20. Small banks (defined as under $1 billion in assets) provide 34 percent of the loans, and mid-size banks (assets between $1 billion and $10 billion) provide 20 percent of the loans.

Although data shows that moving money from a Wall Street bank has benefits for the consumer and for Main Street, a primary motivation for the 'move your money' movement is to decrease the power of Wall Street banks and their role in the financial markets.

It took $700 billion in taxpayer money to bail out Wall Street banks in 2008. Most of the losses for Wall Street came from casino-like trading in a financial instrument called derivatives. Few of the losses came from loans, deposits, or services traditionally done by banks.

It was more profitable for big banks to act as gamblers rather than as deposit and lending institutions. The quest for profits, documented in books such as The Big Short: Inside the Doomsday Machine by Michael Lewis and Too Big to Fail: The Inside Story of How Wall Street and Washington Fought to Save the Financial System -- and Themselves by Andrew Ross Sorkin, set Wall Street up for a huge crash.

Wall Street banks have not learned much from their 2008 near-death experience. According to a report issued by the U.S. comptroller of the currency, in the fourth quarter of 2010, four of the biggest Wall Street banks held 95 percent of the derivatives for the entire banking industry.

In other words, JP Morgan Chase, Citigroup, Bank of America, and Goldman Sachs have 95 percent of the exposure to losses in the derivatives market. The other 6,349 banks in the United States have 5 percent.

It's stunning to see Wall Street banks go back into a derivatives market after being burned so badly. It's like watching someone jump out of a sixth-floor window, survive the fall, and go up to the eighth floor and try it again.

Bank of America's move on debit cards was the classic sign of a bank that doesn't "get it." It's the classic jump out of the eighth floor window. Totally clueless as to how people on Main Street would react.

The debit card debacle makes it easy to show that if you have money at Bank of America, you should be moving it.

Like today.

Don McNay, CLU, ChFC, MSFS, CSSC is the bestsellling author of the book Wealth Without Wall Street: A Main Street Guide to Making Money

McNay, who lives in Richmond Kentucky, an award-winning financial columnist and Huffington Post Contributor. You can learn more about him at www.donmcnay.com

He is the Chairman of the Board for the McNay Group (www.mcnay.com) which provides structured settlement consulting for injury victims, lottery winners, and the families of special needs children.

McNay founded Kentucky Guardianship Administrators LLC, which assists attorneys in as conservators and setting up guardianship's. It is nationally recognized as an administrator of Qualified Settlement (468b) funds.

 
 
 

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04:18 PM on 10/03/2011
While it seems to me a dumb move to hassle one's customers who have a myriad of other choices
where they do business, it also seems rather obvious that BOA isn't charging everyone...just those who choose to continue to bank there.
03:29 PM on 10/03/2011
The writer loses sight of the fact many people are trapped at their banks. That a new bank will not accept them as new customer.
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cmmerkel
If cars could run on cognitive dissonance ...
04:02 PM on 10/03/2011
Why can't you go to a different bank? There are on-line banks now so geography should not be a problem. I guess if you have a mortgage through them? Maybe its time to slowly start to move away so you are set up somewhere else when they do the next stupid move so you can get out with a minimum of problems.
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03:21 PM on 10/03/2011
BofA sucks. we closed our checking and business accts. 3 months ago. now we r trying to refinance to get away from them. horrible customer service. we love our new local bank!!!!!
02:31 PM on 10/03/2011
Everything is not as it appears. Bias is bias is bias. If you were one of the nearly 300,000 people employed by BAC/BAML, you would feel somewhat differently. Read the article dated 9/21/11 by William M. Isaac - "B of A Learns No Good Deed Goes Unpunished" - Bank Think Article - American Banker. I would bet the general public has little if any knowledge of these facts.
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HUFFPOST SUPER USER
gloriaswanson43
Ask and you will get more info.
03:46 PM on 10/03/2011
Thank you for the link. I believe this group had something to do with the mortgage problems: http://en.wikipedia.org/wiki/Neighborhood_Assistance_Corporation_of_America
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HUFFPOST COMMUNITY MODERATOR
jbarelli
I don't belong to an organized political party.
04:52 PM on 10/03/2011
Okay, I read the article at http://www.americanbanker.com/bankthink/bank-of-america-countrywide-merrill-unpunished-1042420-1.html .

Bank of America bought Merrill Lynch and Countrywide at what they thought were fire-sale prices and it turned out that they brought some baggage with them. Oops. Bad business decision.

Now, we're supposed to absolve Merrill Lynch and Countrywide of their culpability in some business decisions that helped to tank the economy, while allowing Bank of America to continue some of those same bad business practices and at the same time we're supposed to be grateful to Bank of America for buying these two companies.

Oh, and many of the senior executives in Merrill Lynch and Countrywide are now senior executives at Bank of America.

Good deed? Really?
01:44 PM on 10/03/2011
Unfortunately, I'm stuck with B of A for now since they hold my mortgage (acquired from Countrywide during their fiasco and ultimate demise). Since the remaining balance is $44,425.93 it's not worth my time nor effort to search around for another mortgage provider since I'm on track to have the mortgage paid it off within the next four years. That leaves me with transferring my two other minor accounts -- Prima/Tiered Interest Checking and Growth Cash Maximizer -- to USAA, which I've initiated today.

In fact, I noticed B of A is experiencing some server delays today. That's probably indicative of others who may be overloading their website right now with the same intent of pulling out their accounts.
02:27 PM on 10/03/2011
Don't think that way man. be disciplined and refi with a small company and just pay more down on the balance. reduce your rate extensively and wise up. If you're paying more than 4.5% you're throwin your money away. If you need it for a tax deduction, just give more to charity (or did Obama completely do away with those yet?)
04:00 PM on 10/03/2011
"be discipline­d ...and just pay more down on the balance. reduce your rate extensivel­y and wise up."

@shama144 -- What do you think I've been doing the past couple of years to get to this point in the first place?

I've already contacted many other mortgage companies -- small and large -- over the past couple of years. They've all looked at my numbers and told me honestly that for the amount remaining they couldn't take me (not worth a profit for them as a carrier, or for me either), but that I was being smart for what I'm presently doing.
02:53 PM on 10/03/2011
FYI - If you have a Prima acct you won't be charged for your Debit Card transaction.
03:53 PM on 10/03/2011
Easy for you to say. It only took B of A six months to figure that one out and correct their error. No thanks. USAA already has my business for car and home insurance. Now they're getting my banking as well.
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HUFFPOST COMMUNITY MODERATOR
jbarelli
I don't belong to an organized political party.
04:55 PM on 10/03/2011
FYI - If you take your money down to your local credit union, you won't be charged for your debit card transactions and you don't have to keep $10,000.00 in your checking account (or pay a $20.00 monthly service charge for a Prima account).
01:22 PM on 10/03/2011
(Continued)

FACT: Dodd-Frank took an axe to a major revenue stream for banks- Interchange Fees. If the Federal Government told Coca-Cola that they can only charge $0.50 for a 2 liter bottle of soda, do you think they would just say "oh ok, thank you!" and lose all of that money? No! The result is a charge passed on to the consumer, otherwise debit cards are a losing proposition, and despite what you've been told banking is a business and a business exists to MAKE MONEY.


Common sense, try it out some time.
01:54 PM on 10/03/2011
Banks get to utilize the money I deposit as an investment vehicle. If they want me to keep my money there they should not be gouging me for small services that induce me to keep my money there.
As an alternate example, if Starbucks decides that I can still buy my coffee for the same price but have to pay $5 additional for a cup - I'll go elsewhere. Starbucks soon will go out of business as people stop using their services. Businesses remain viable by keeping their consumers satisfied and desiring to return for more. THAT'S common sense. BofA is acting suicidally. The market will react, they'll lose money as people bail out and then BofA will expect the 'little people' to once again bail THEM out so they dont crash. How about not cutting your own throat to support a greedy corporations drive for bigger profits?
01:59 PM on 10/03/2011
When they take 100 billion of our money, then they have to play by our rules. GET IT??!!!
01:21 PM on 10/03/2011
You people clearly don't get it. You are so used to having things a certain way that the thought of change is impossible for you to comprehend. Let's take a look at some FACTS rather than Don's blabber above.

FACT: The growing use of electronic banking is rendering branch locations virtually obsolete. Most banking customers, especially younger ones (who are representing more and more market share) have no need to go into a bank branch. Paychecks are direct deposited, money can be transferred, withdrawn, and deposited at an ATM. It is EXTREMELY costly to maintain a network of physical branches, especially how many BofA has. As less and less people use them, the less sense it makes to keep them open.

FACT: Your tiny little checking account with $200 in it is not profitable to the bank. In fact, the combined use of your debit card, account, and checks actually cost the bank money unless you maintain a certain balance to offset it. You may not be aware, but banks have loads of cash on hand right now. They are not making money off of it because demand for lending is down. The last thing they need is more cash since they are struggling to find places to put it to use. Despite your idea that "they make money off of my money", it doesn't always work that way.
01:57 PM on 10/03/2011
Well then, lets just return to a cash only system, fuck the banks. let them go under. We should all just take our pay checks to the local check cashing store, give them their 5% to cash it, and then keep the money in strong boxes in our homes. Then we'll see how little the banks need our pitiful small deposits and accounts.
02:43 PM on 10/03/2011
FACT: The banks have money, they don't want to lend it because they are making more by investing it themselves. Lending demand is not down, lending is down! They are "making money with your money!" It does work that way now. Don't know what century you got your facts from, DannyMcDance! It is 2011, keep up!
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03:25 PM on 10/03/2011
F&F u go !!!!!!
01:03 PM on 10/03/2011
Having worked for BoA 3 different times in my life as a student, they have always been my favorite bank. Their website is one of the best, easy to negotiate and easy to read. Now they want to charge me for putting my faith in them. Ally Bank doesn't charge for ANY ATMS!! Shame on you Bank of America.....you really are not the 'Bank' of America any more!! ALLY BANK HERE THEY COME!!
11:37 AM on 10/03/2011
I'll start this by first saying that my previous employer was Bank Of America for some time. However, despite the BS that they try to pour into your ear and the happy commercials of people smiling and reaching savings goals, I have NEVER, had such a negative reaction to me telling people that I worked for B of A when I did. I have to agree with the people who are standing in front of the B of A building in Boston chanting and waving signs. I think that the banks have gone too far, and no I was not pushed over the edge by their foreclosure practices or their inability to get anything right the first time, or even that annoying little person that stands in the lobby with a clip board pretending to do something (Lobby Leader is what their title is), but rather their $5 fine to use a debit card. I find it unacceptable that they are going to charge me $15 fee a month to see a teller and now $5 to even use my debit card ANYWHERE. It’s absolutely wrong on every level. From an ex-employee of B of A, I apologize for a) working there and b) for such injustices continuing when the bank insists on molesting everyone who has an account with them. I’m still in banking, and I still agree with everything the protesters are doing….stay strong guys…I see cops arresting people but stay strong and it will change.
10:42 AM on 10/03/2011
If you bank with BOA, Wells Fargo, or any bank that charges for useing your DEBIT CARD, drop them like a ROCK. Go to a CREDIT UNION (Most of who PAY INTEREST ON DEBIT MONEY IN YOUR ACCOUNT, or Bank LOCAL). ALSO where is OUR BAILOUT TAX DOLLARS!! I HOPE BOA and AIG GO BUST!!!
01:04 PM on 10/03/2011
Can't agree more...I finally left BofA 3-4yrs ago, went to a local CU and couldn't be happier. I really thought I'd lose out on online services/functionality...but the opposite was actually true - The local CU had better online tools than BofA....& more importantly supports your local economy.
10:06 AM on 10/03/2011
I change banks already, never like the way bank of america is doing bussines they are a bunch of crooks
09:31 AM on 10/03/2011
I'm no fan of banks, but it seems the reason they added the fee is that the government, acting once again unconstitutionally, mandated that the maximum transaction fee that the merchant pays for each charge was cut by 20 cents. That's a lot of money. Also, a lot of banks received bailouts because the government butted in and told them the had to make loans to people. Blame banks for being all-around jerks, but put blame where it belongs, and the government deserves a huge share.
10:43 AM on 10/03/2011
BOA and AIG screwed us on the BAILOUT.!!!!
11:08 AM on 10/03/2011
It does not seem like you really get it. Not only does the bank already get money from each transaction (the only thing the regulations did was cap the amount to a reasonable amount), now they want to charge me an additional $5 for using MY money? That's the whole point of a debit card, that its my money. Its also cheaper for the bank than processing a check. I'm plain outraged. Outraged enough that I am closing all my accounts with BoA.
01:24 PM on 10/03/2011
No, I think it is you that obviously does not get it. You said it yourself, they CAPPED the fee. If the government CAPPED how much Pepsi could charge you for a bottle of Mountain Dew, do you think Pepsi is not going to make up for that lost revenue somewhere else? If the government CAPPED how much money you could earn at your job, do you think you would be finding other ways to make up for it?

Rather than being a raving lunatic, it helps to view things like this from a different perspective.
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lkd3712
common sense is increasingly uncommon
03:19 PM on 10/02/2011
I went to a local bank years ago, and I'm soooooooooooo glad!!! They treat me like I am golden, always better service than my Mom gets at ... you guessed it, BofA. Less fees and restrictions too. Check out ur local banks, see what the deals are.
HUFFPOST SUPER USER
kamact
Market Observer
01:10 PM on 10/02/2011
Yes,...move your money from the TBTF banksters,....It will make you feel wonderful,...
11:28 AM on 10/02/2011
Well said! My wife and are about to move out of Chase Bank and into a local credit union. I will be so happy when we are finally gone.