Tag

financial planning
The Retirement Crisis White Paper   Dear Investor,   When you are in the midst of a bull market, it can be very easy to lose your sense of risk.  Even though this bull market endured rather quick bear markets in 2011, 2015-2016, and in 2018, the general trend has been upwards.  Investors that have...
Read More
6 Tips to Increase Your Odds of a Successful Retirement Finances are one of the most common sources of stress that we face in life.  Unfortunately, many people find themselves woefully unprepared.  According to the U.S. Government Accountability Office, nearly one half of those approaching retirement age (55 and up) had nothing saved in a...
Read More

Recent Comments

    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784