Financial Knowledge

June 6, 2022

ETFs & Mutual Funds

Exchange Traded Funds and Mutual Funds have become more popular. They both offer less expensive ways to diversify...

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June 6, 2022

Coming off the month of April

Coming off the month of April that saw the worst monthly performance for the stock market in 2...

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June 6, 2022

 “Are We Connected?”           

We understand and appreciate the importance of building solid, lifelong relationships, with you, your family members, and others...

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May 10, 2022

At the end of March, the S&P 500 was down 5%

At the end of March, the S&P 500 was down 5% for the year, but the market had...

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May 10, 2022

Technically Speaking – April

Long Term Resistance: SP500 4320 then 4550 then 4780 Long Term Support: SP500   4000 then 3800 Market volatility...

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May 10, 2022

Life Insurance

Life insurance is not a fun topic to talk about because who really wants to think or talk...

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May 10, 2022

In Constant Pursuit of Excellence

The financial planning industry has an identity crisis, and we are setting out to change that here in Tucson....

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May 10, 2022

Durable Goods Report

Durable goods report was released last week. New orders for manufactured durable goods in March increased $2.3 billion...

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April 6, 2022

Pre-Retirement Tips

Getting close to retirement is exciting but making the right financial decisions before retiring is crucial. Here are...

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