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Preparing Your Children for Adulthood Through Financial Literacy

As financial advisors, we learn a lot about clients’ short and long-term financial goals through many conversations and building relationships with them. We also often learn about their frustrations and regrets regarding past financial decisions. During these conversations about financial regrets, we often encourage clients to remember that with time comes perspective and experience. So…

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Calvin Goetz: One of Phoenix’s Most Inspiring Stories

Our founder, Calvin Goetz, is featured as one of Phoenix’s Most Inspiring Stories by VoyagePhoenix. In the feature, Calvin discusses the inspirations that paved his professional path, including the powerful influence of his parents’ work experiences as teacher and builder, which has led him to become an impassioned educator on retirement and financial planning. Click…

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Financial Complexities of a Longer Life

Americans are living longer. That’s the good news. The bad news is that most people aren’t financially prepared. Many Baby Boomers will be in retirement for over 20 years and unfortunately, many aren’t saving and investing with a longer life expectancy in mind. There are serious consequences to financial planning around the wrong life expectancy.…

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8 Key Life Events that Require Financial Guidance

Almost everyone stresses over the daily obligations of financial planning, but many also neglect the significant life stages that require special attention and strategies. Here are eight key life events that could benefit from professional financial guidance. 1. Graduating from College College graduation marks the first major transition into adulthood. The progression from school to…

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What the New Tax Law Means for Your IRA

The Tax Cuts and Jobs Act made sweeping changes to the tax laws. How will these changes affect your IRA? Ed Slott breaks down five things you need to know about how the new tax law will impact your IRA. Read the full article here: https://www.irahelp.com/slottreport/tax-reform-and-your-ira-%E2%80%93-5-things-you-need-know   (Note: Calvin Goetz is a member of Ed Slott’s…

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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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