Category: Financial-planning

How to Find the Best Financial Advisor in Scottsdale

By James Robinson, RICP®, AIF®
January 07, 2019

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[…]

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3 Things NOT To Do To Reach Financial Success

By James Robinson, RICP®, AIF®
December 03, 2018

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.

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Three Tips from a Millionaire’s Financial Advisor

By James Robinson, RICP®, AIF®
November 05, 2018

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[…]

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Financial Challenges Facing Physicians

By James Robinson, RICP®, AIF®
March 28, 2018

As investors, physicians have unique needs and face specific challenges.

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The Importance of Staying the Course

By James Robinson, RICP®, AIF®
October 16, 2017

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[…]

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Who wants to be a Millionaire?

By Gregory Yocum, CFP®, AIF®
May 08, 2017

For pre-retirees who haven’t quite accumulated the coveted seven figure portfolio, there is hope. An advisor can help you develop a retirement[…]

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When was the last time you reviewed your financial plan?

By James Robinson, RICP®, AIF®
March 14, 2017

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,[…]

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Taxes Filed. Now What?

In a 1789 letter to Jean-Baptiste Leroy, Ben Franklin wrote, “Our new Constitution is now established, and has an appearance that promises[…]

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