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Financial Planning

Preparing for the 2021 Tax Season

How a financial advisor can help you manage your taxes this year.  Reducing your tax burden can help you manage your wealth and free up money to meet your financial goals and build your legacy. But tax rules are complicated, and you may need help understanding all the methods you can use to minimize your…

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Tax Tips for Charitable Donations

Charitable giving is a great way to support the causes you care about while also getting a tax break. In 2020, Congress passed the Coronavirus Aid Relief and Economic Security (CARES) Act, which incentivized charitable giving by offering new rules for charitable deductions. As we are now in the new year, it’s time to make…

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4 Smart Money Moves for 2021

With the new year here, it’s a great time to take stock of your personal finances. From building a budget and saving for retirement, to getting a jump on this year’s taxes, here are some of the smart money moves to consider to help brighten your financial life in the new year. Build A Budget…

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Arizona Tax Credit 2020

What is the Arizona State Tax Credit program? This program allows you to receive a dollar-for-dollar credit against Arizona state taxes owed when you make a donation to an eligible organization. You can contribute up to the amount of your expected Arizona tax liability. You will pay about the same total amount whether you use…

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What You Need to Know About Investing During an Election

Elections can move the market, but that doesn’t mean you should change your approach Like any big news event, U.S. presidential elections can cause ripples and even waves in the stock market. In November 2016, for example, Donald Trump’s victory sent Dow Jones Industrial Average futures plunging 900 points on election night, as investors reacted…

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6 Steps to Protecting Your Wealth During Divorce

A divorce is one of the most difficult transitions you can go through. When you add uncertainty about money, that transition can get even more stressful. Here are six steps to help keep your finances intact during—and after—a divorce: Step 1. Assess your finances and make a budget As divorce proceedings get underway, take stock…

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5 Rules of Long-Term Investing

These best practices can help you stay invested during the market’s ups and down. The COVID-19 pandemic helped put an end to the longest bull market in history. The stock market plunged, and many investors were tempted to pull their money out of the market to avoid additional losses. But periods of uncertainty offer a…

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Market Commentary Q2 2020

Our latest quarterly market commentary provides an overview and analysis of market performance during the second quarter of 2020. Click here to download our Quarterly Commentary Q2 2020. The article referenced in the video: https://www.forbes.com/sites/robertberger/2020/07/30/gdp-plunged-329-heres-why-it-matters/#34d074205943 To schedule a call with one of our advisors, click here.

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5 Tips for Navigating the Coronavirus Crash

When stock markets experience sudden downturns, investors can feel anxious and make decisions detrimental to their long-term goals. After all, when you’ve worked hard for the money, it’s painful to see your account balances drop. This is a natural reaction, even with savvy investors who’ve experienced market volatility before. These extremes are enough to test…

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