PHOENIX: 602.343.9301 | TUCSON: 520.505.3605 | TOLL FREE: 866.777.9219

Archive for April 2018

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.  

Read More

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…

Read More