Financial Knowledge

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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
January 5, 2021

Technically Speaking

 Technically Speaking:  Resistance Range- SP500 3760 – 3800  Support Range- SP500 3705; 3575- 3600 and 3250 3300    Markets...

Read More
January 5, 2021

Fiscal Policy

Fiscal Policy is the policy in which the government attempts to contain the economy through adjusted spending levels...

Read More
January 5, 2021

AZ Tax Credits

Below are some of the most common AZ TAX CREDITS you can take ADVANTAGE of before April 15, 2021 for your 2020 personal taxes.  Credit...

Read More
January 5, 2021

Financial Resolutions

January is Financial Wellness Month which is the perfect time to get organized and make sure you have your “financial...

Read More

Stay up to date with our newsletter