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Compounding Wealth (and Wisdom)

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Compounding Wealth (and Wisdom)

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

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Head Up, Wheels Down – Whether You’re Riding a Motorcycle or Making a Financial Plan

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Head Up, Wheels Down – Whether You’re Riding a Motorcycle or Making a Financial Plan

Most people who know me know that I ride a motorcycle. It’s a family passion and both of my boys ride too.

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Don’t Touch “Hot” Investments (You Might Get Burned)

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Don’t Touch “Hot” Investments (You Might Get Burned)

Down here in Phoenix, we truly know what it means to be hot. The common qualification that it’s a “dry heat” doesn’t mean much at 110 degrees plus – dry or not, it’s miserable.

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4 Tips to Take Your 401(k) to the Next Level

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4 Tips to Take Your 401(k) to the Next Level

The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

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The Other Side of the Journey – Family and Financial Planning

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The Other Side of the Journey – Family and Financial Planning

by Robin Bitner Legendary basketball coach John Wooden said simply: “The most important thing in the world is family and love.” Who can argue with that?

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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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Why I Became a Financial Advisor- A Tale of My Heroes

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Why I Became a Financial Advisor- A Tale of My Heroes

By: Jaymon Meikle Over the years I have been able to listen to some remarkable lectures from some very inspiring people. One of my all-time favorites is Simon Sinek. If you do not know who he is, you should look him up.

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Should you invest in a Roth or Traditional IRA?

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Should you invest in a Roth or Traditional IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

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The Progression of Financial Planning Through Every Decade of Your Life

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The Progression of Financial Planning Through Every Decade of Your Life

Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.

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How to Buy a Car Without Losing Your Mind (or Your Wallet)

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How to Buy a Car Without Losing Your Mind (or Your Wallet)

Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped.

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