Should I buy or lease a car?
The automotive industry has faced numerous challenges in recent years, including the aftermath of the COVID-19 pandemic, geopolitical tensions such as Russia's invasion of Ukraine,...
Where to Park Your Cash
The Advantages of Yields from Money Market Funds, Short-Term Bond Funds, and Treasury Securities We understand the importance of maximizing the yield on your cash...
Financial Advisors in Phoenix, Arizona
As the economic landscape continues to evolve, more and more people in Phoenix are turning to financial advisors for help in managing their finances. If...
History of Tempe, Arizona – Small town feel, Big City Success
Tempe, Arizona is a city located in Maricopa County, Arizona. It is the seventh largest city in Arizona and is part of the Phoenix metropolitan...
Why should I work with an independent financial advisor?
When it comes to managing your finances, you have a range of options for seeking professional guidance. One option is to work with an independent...
Do I need a Living Trust?
A living trust is a legal document that allows you to transfer ownership of your assets to a trust while you are still alive. It...
The Importance of a Good Withdrawal Plan
So, you’ve developed a financial plan for your future. You know how you’re going to accumulate the savings and investments needed to provide a comfortable...
June Is Alzheimer’s & Brain Awareness Month
It’s difficult to find someone who has not been emotionally and/or financially impacted by Alzheimer’s. Alzheimer’s is one of our nation’s costliest diseases. According to...
Protecting Our Children
We make sure our children use seat belts in the car, wear helmets when they bike, and never run with scissors. But there is one...
