Silicon Valley Bank
On Friday, the FDIC took control of Silicon Valley Bank (SVB). On Thursday, the bank reported it was trying to raise new capital to help shore up its balance [...]
Should I Get Identity Theft Insurance?
In today's digital age, it's more important than ever to protect yourself from identity theft and fraud. With the increasing number of sketchy emails, social media messages, and texts that [...]
Am I Saving Enough??
As a financial advisor, I’ve tried to answer this question hundreds of times. It seems simple enough, but when you consider unknown variables like life expectancy, future rates of [...]
Is Your Spouse Prepared?
Take Our Quiz You are valuable. It doesn't matter who you are or what stage of life you are in, you are adding value to someone's life. For many [...]
Arizona’s New Flat Tax: Another Reason Why Arizona is Awesome
There are plenty of reasons why we love calling Arizona home—the weather, the beautiful sunsets, and Spring Training baseball (just to name a few). I can add another reason [...]
Investment Opportunities Found In 2022
We previously wrote about 2022 being a double whammy for investors as both stocks and bonds posted negative years—something that doesn’t happen often. However, there was one asset class [...]
The Ultimate Guide to Arizona Tax Credits: 2022
Did you know that Arizona residents have choices when it comes to their state tax dollars? Because of four awesome tax credits, Arizona taxpayers have the option to redirect [...]
You’re Setting Up a Trust
You’re Setting Up a Trust—Hiring An Attorney or DIY? When it comes to estate planning, there are two main options for drafting documents: hiring an attorney or doing it [...]