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2017 Year End Market Commentary

Read our year end commentary for an overview of the market’s performance in 2017, including our thoughts on a surprising equity rally and historically low volatility.

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Understanding Bitcoin and Cryptocurrency

Arguably the most popular buzzword in the global economy right now is “cryptocurrency.” While Bitcoin is currently the most well-known cryptocurrency, most people don’t understand it beyond the hype and reported skyrocketing value. The overarching goal of any cryptocurrency is to replace cash, credit, and electronic wire transactions with a digital medium of exchange that…

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4 Financial Resolutions to Kick-Off 2018

You’ll Thank Yourself a Year from Now! With New Year’s right around the corner, it’s the perfect time to make resolutions before the calendar flips to January 1st. The 7th Annual New Year’s Resolution Survey found that many resolutions made last year were focused on faith, family, and personal wellness. Unfortunately, financial stability trailed far…

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Is the stock market overdue for a market correction?

We haven’t had a drop in the stock market of 3% to 5%, in an abnormally long period of time. And we’ve never seen an environment quite like this one. Our advice to clients has been to play it cautiously, while at the same time teaching clients how to understand what they should do during…

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2018 Wealth Management Tips

Advice for 2018: “Focus on creating a spending and saving budget with your advisor and stick to it.” Calvin Goetz’s 2018 wealth management tips were featured in AZ Business Magazine, including which trend to watch, top advice, and his suggested Arizona investment. Read the full article here: https://azbigmedia.com/2018-wealth-management-tips-from-calvin-goetz/

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Charitable Giving is an Investment in Yourself and Others

You may be bracing for that early December feeling – a chill in the air, the tingling of bells and a mailbox overfilled with donation requests from charitable organizations. As an American, you will probably be in a giving mood as America is one of the most charitable nations, giving away over $373 billion in…

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5 Key Year-End Retirement Account Deadlines To Consider

With the busy holiday season approaching, don’t let these important year-end retirement account deadlines get past you. Missing these deadlines can be costly – possibly resulting in stiff penalties or the loss of valuable tax breaks. Here are five key year-end retirement account deadlines to consider: 1. Take the 2017 Required Minimum Distribution (RMD) from…

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Our Latest Market Commentary (Q3 2017)

Our Market Commentary includes our thoughts and insights into what’s been happening in the markets. Read our latest commentary, which comments on market activity through September 30, 2017, by clicking on the image.  

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Your Estate Planning Questions Answered

Estate planning isn’t only for the wealthy. Whether your assets include real estate, investments, personal belongings, insurance, etc., it’s important to detail the distribution of those assets after your passing with an estate plan. In this Forbes article, our co-founder answers important estate planning questions.

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