Arizona has a lot to offer. It’s always been a destination for retirees and “snowbirds” looking for a warm place to spend the winter, but it’s also[…]
When planning for financial success, it’s just as important that you know what to do as it is to know what not to do.
Everyone wants to know the secret: What does it take to become a millionaire? The good news is, it’s not rocket science. But the truth is, most[…]
As investors, physicians have unique needs and face specific challenges.
Investors tend to see short-term volatility as the enemy. Volatility may lead many investors to move money out of the market and “sit on the[…]
For pre-retirees who haven’t quite accumulated the coveted seven figure portfolio, there is hope. An advisor can help you develop a retirement[…]
Last week while talking to a prospective client I asked, “Have you ever had a financial plan completed for you?”. She answered matter-of-factly “Yes,[…]