Category: Financial-planning

Are You Ready to Retire? 5 Questions to Ask Yourself

By Sam Castaneda
November 04, 2019

Whether your Scottsdale or Phoenix retirement is just around the corner or it is still years away, it is worthwhile to begin planning for the day you[…]

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ARQ Wealth Advisors Q3 2019 Commentary

By Richard Siegel, CFP®
October 28, 2019

The past three months in the capital markets have been nothing short of remarkable. With the yield curve finally inverting, the trade war with China[…]

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What are the Differences between Brokers and Fiduciary Advisors?

By James Robinson, RICP®, AIF®
October 14, 2019

If you are researching financial advisors in Scottsdale, AZ you will soon realize that many types of financial advisors exist. There are financial[…]

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High net worth living in Scottsdale, Arizona

By Sam Castaneda
September 23, 2019

Scottsdale, Arizona is an affluent, art-centered, and picturesque city just east of Phoenix. At a median resident age of 50 years, the city is home[…]

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4 Reasons Why You Should Choose an AIF Financial Advisor

By James Robinson, RICP®, AIF®
September 09, 2019

An “Accredited Investment Fiduciary,” or AIF, is a financial designation offered and regulated by the Center for Fiduciary Studies and accredited by[…]

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5 Millionaire Myths Broken

By Sam Castaneda
August 19, 2019

If you’ve ever had aspirations to become a millionaire—and let’s face it, who hasn’t? —then you probably have some preconceived notions about how[…]

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So You Want to Be A Millionaire? Here Are 5 Tips to Get You There

By James Robinson, RICP®, AIF®
August 12, 2019

For many people, becoming a millionaire seems like a fantasy that could never possibly be achieved. However, with hard work, smart investing and[…]

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5 Simple Steps to Rid Yourself of Debt

By Sam Castaneda
July 22, 2019

Do you find yourself in a cycle of debt – paying minimum monthly balances only to see your debt stay the same – or possibly even increase? If so,[…]

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Create a Budget That Works for You in 5 Easy Steps

By Sam Castaneda
June 17, 2019

Does the thought of getting an unexpected bill in the mail send sweat down your spine – you know you wouldn’t have the funds to cover it if it came?[…]

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How Millennial Millionaires are Making Their Money

What would it take for you to have $1 million in the bank? Does the thought even seem attainable or like a crazy pipe dream way off in the distance?[…]

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