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What Are The Benefits Of A 529 Plan?
A 529 plan is a useful way for parents and other family members to help pay for a child’s education. They can also be used...
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November 2022 Stock Market Report
Although October is historically a volatile month for markets, last month saw equities rally and slowly begin to raise the market out of its 2022...
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Your 2023 Financial Checklist From A Financial Advisor In Flagstaff
What are your resolutions for 2023? Is it starting a new business venture, spending more quality time with your loved ones, paying off debt, or...
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October 2022 Stock Market Report
Fall is here to remind us that everything works in cycles, including the market. October is historically a volatile month for the markets, and it...
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End Of Year Tax Planning And Tax Loss Harvesting
If part of your wealth-building strategy does not involve end-of-year tax planning, we are here as trusted financial advisors (aka: your personal CFO) to offer...
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2022 September Stock Market Report
Last month kicked off with high hopes for the U.S. stock market: within the first 10 days of August, the S&P 500 burst by 5.2%...
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When And Why Does My Risk Tolerance Change?
Would you consider yourself a risk-taker or do you prefer to play it safe? Maybe you are somewhere in the middle and prefer research and...
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July 2022 Stock Market Report
Have the clouds parted yet, offering some inflation relief for Americans? The answer is simply not yet… With the ring of a recession in the...
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June 2022 Stock Market Report
The combination of supply chain issues and the war in Ukraine are leaving an undeniable impact on the market. To top it off, Taiwan is...
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May 2022 Stock Market Report
The Fed’s anxiously anticipated rate hikes worry larger investors while economists hope that workforce costs and inflation may level off soon. Yes, we are all...
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