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There’s More to Retirement than Just Numbers

Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the age of 65 before retiring. Some people who are in good health may not be ready to retire just yet because they like what they do, want to keep busy, or need the…

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Market Commentary Q2 2018

Our latest market commentary includes our review of market performance during the second quarter of 2018. Click here to read our Quarterly Commentary: Q2 2018. To schedule a call with one of our advisors, contact us to request an appointment.

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Top 5 Biases that Impact Investment Decisions

As financial advisors, we use facts and logic to guide our clients through investment decisions, rather than emotion. Even the most perceptive investors, armed with years of market experience, can fall prey to mental biases that lead to poor investment decisions. While it’s impossible to completely eliminate mental biases, we help our clients identify and…

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How the Right Advice Can Boost Financial Confidence

What value does a financial advisor actually provide? This may surprise you, but the value of a quality financial advisor goes far beyond portfolio advice. It’s about guiding clients to develop sophisticated financial behaviors. With robo-advisors and consistent market volatility in the headlines, it’s important to realize the comprehensive advantages of working with a personal…

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Changes in Tax Code Necessitate Reevaluation of Retirement Plans

As a member of the exclusive Ed Slott Elite IRA Advisor Group SM, our founder Calvin Goetz recently completed Ed Slott’s 2-day training on changes in the tax code and how they may impact retirement planning. The Tax Cuts and Jobs Act signed into law on December 22, 2017 included well-known changes such as reduced…

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4 Reasons Your Retirement Plan Might Fall Short

Ever find yourself daydreaming about retirement? Whether your dream retirement entails traveling the world, dedicating time to beloved hobbies, or helping your children and grandchildren, saving enough for retirement is critical to enjoying all of these endeavors. Everyone deserves the best retirement possible, but numerous planning mistakes can cause retirement plans to fall short. According…

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Market Commentary Q1 2018

Read our latest market commentary, which covers the first quarter of 2018. If you would like to speak to one of our advisors, please contact us to schedule an appointment.  

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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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