Financial Knowledge

March 3, 2021

National Women’s History Month

March is National Women’s History Month with International Women’s Day March 8th. Historically, women have been underserved in...

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February 23, 2021

3 Simple Ways to Start Saving More Money: Tips From a Tucson

3 Simple Ways to Start Saving More Money: Tips From a Tucson Finance Professional If you're struggling to...

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February 4, 2021

The Insidiousness of Neglect

It’s been said that “casualness leads to casualties.” We don’t bother to check the fluids in our car...

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February 2, 2021

Technically Speaking Feb 2021

Technically speaking: Long Term resistance: SP500 3850 – 3900  Long Term Support: SP500 3710 – 3650 Then 3515 ...

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February 2, 2021

Our Purpose, Our Passion, Our Total Preoccupation

As one-year ends, and another one begins, it is only natural to reflect on last year’s accomplishments, and set our course to...

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February 2, 2021

Estate Planning Tips

There is a common misconception that only the wealthy need to worry about estate planning, but estate taxes are only...

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February 2, 2021

Dave Sherwood Feb 2021

January is traditionally one of the best months of the year for the market.  401K plans are an...

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January 28, 2021

4 Reasons to Begin Investing Early: Advice From a Tucson Fin

When it comes to investing in your future, it's never too early to get started. As overwhelming as...

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January 5, 2021

2021 Message from Dave Sherwood

I think we can all agree 2020 will go down in history as one of the strangest years...

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