Financial Knowledge

May 10, 2022

Life Insurance

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

Read More
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....

Read More
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...

Read More
April 6, 2022

Pre-Retirement Tips

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

Read More
April 6, 2022

Technically Speaking – March

Long Term support: SP500 4500 – 4450 then 4300- 4250 Long Term resistance: SP500 4620 – 4640 then 4735...

Read More
April 6, 2022

SHORT SELLING

SHORT SELLING Short selling is a strategy that investors use to either speculate the decline of an asset...

Read More
April 6, 2022

“Who, Not How…”

“Who, Not How…” Successful individuals understand the power of partnering and collaborating with those who can help them...

Read More
April 6, 2022

Financial Tips After a Divorce

Financial Tips After a Divorce Divorce is a major life change, and it can be very stressful to...

Read More
April 6, 2022

After back-to-back down months to start the year

After back-to-back down months to start the year, March began with more of the same.  Rising oil prices,...

Read More

Stay up to date with our newsletter