CLIENT LOGIN | CALL US: 602.343.9301 | SCHEDULE MEETING

How Small Businesses Can Leverage AI Today

One of the most significant developments in recent technology is the rise of artificial intelligence (AI). When you ask ChatGPT (a leading AI program) what that means, it says “these computer systems are designed to mimic human intelligence, including learning, problem-solving, and decision-making.”  For small business owners, this can be immensely valuable. Whether it’s creating…

Read More

Unlock the Power of Our Professional Network

Tapping into the rich network of professionals we associate with has many benefits. Having worked with a wide variety of families with a wide variety of needs, our networks often include everything from accountants and attorneys to high-end tailors and travel agents. The importance of this can’t be overstated. Leveraging our network can help with: …

Read More

Retirees, What’s Your Withdrawal Strategy?

When planning for retirement, we often focus on the accumulation phase: saving diligently and investing wisely. We spend 40 or more years of our lives focused on building the proverbial “nest egg,” but after retirement, things change and so should our financial focus.  There are a variety of questions that must be answered. How much…

Read More

Protect Your Children from Their Inheritance

Wealthy families often find themselves grappling with how to effectively pass along assets to their children while ensuring those children are ready for the responsibility. As we tread towards the largest generational wealth transfer in history, there is a growing need to ensure those inheriting the assets are adequately prepared to handle them.  There are…

Read More

Preparing for a First Meeting with a Financial Advisor

You have a first meeting with a new financial advisor, congrats! You’re taking an essential step in forging a path to financial confidence and clarity. But this is more than just a casual chat; it’s a critical conversation to determine if this professional is the right fit for you. You’ll need to equip yourself with…

Read More

Keep Politics Out of Your Portfolio

In our current environment, where political news comes from every direction, it’s important to remember the importance of impartiality in your portfolio. There is a certain allure of aligning your portfolio with your political beliefs, but the lessons of history underscore the significance of maintaining a clear boundary between the two. Here are a few…

Read More

We All Have Money Blind Spots

Blind spots, in the realm of investing, can be likened to the unnoticed smudges on a pair of glasses. They obscure a clear view of reality, but can easily go unnoticed. In the world of finance, this can have costly implications.  Imagine Sarah, an IT executive. She’s tech-savvy and feels very confident investing in the…

Read More

Unveiling the 2024 Medicare Changes: What You Need to Know

October 12, 2023, was a significant day for millions of Americans as the Centers for Medicare & Medicaid Services (CMS) revealed the premium, deductible, and coinsurance adjustments for the Medicare Part A and Part B programs, along with the 2024 Medicare Part D income-related monthly adjustment amounts. These changes have far-reaching implications for beneficiaries and…

Read More

2024 Social Security Benefits on the Rise: What You Need to Know

In 2024, more than 71 million Americans will experience a significant boost in their Social Security benefits and Supplemental Security Income (SSI) payments, thanks to a 3.2% increase. These adjustments are made to ensure that beneficiaries can keep up with the rising cost of living. Understanding the 3.2% Increase: The increase in Social Security benefits…

Read More

Protect Yourself from AI Fraud

As you navigate the digital landscape, it is important to be aware of the evolving fraud risks posed by Artificial Intelligence (AI). Scammers embrace AI because it enables them to analyze large amounts of data quickly, identify potential targets more efficiently, and personalize their scams to appear genuine, increasing the chances of success.  By equipping…

Read More