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3 Tips for Smart Spending When Staying At Home
The global marketplace is shifting before our eyes. In a matter of weeks, stalwarts of the economy like airlines, hotels, and restaurants have nearly ground to a halt. Consumer spending has taken a nosedive as most of society is being more mindful of where we go and what we spend. We can find examples to…
Read MoreKeeping Emotions at Bay During Virus Volatility
Fear, uncertainty, volatility, panic—these emotions are nothing new to the world of investing. In fact, they seem to reappear on a fairly consistent basis. The outbreak of Covid-19 has brought them back with a vengeance, but wise investors know how to stay the course, keep their emotions in check, and take advantage of new opportunities.…
Read MoreMarket Commentary Q1 2020
Our latest quarterly market commentary provides an overview and analysis of market performance during the first quarter of 2020 as well as a recap of how risk is managed in our portfolios. Click here to read our Quarterly Commentary Q1 2020. To schedule a call with one of our advisors, contact us to request an appointment.
Read MoreCalvin 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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