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How can you navigate a volatile market?

We’ve seen some intense market swings in the last few months, spearheaded by a crazy holiday week of ups and downs. These steep dips can cause worry amongst investors. But what does that mean exactly? Brett Carson, Director of Research, discusses how we can adjust our strategies in times like this. Read more

Blog

Federal Tax Changes May Affect Appeal of Arizona State Tax Credits

By Bruce Eisenhauer

We are quickly approaching the 2018 tax season and I wanted to touch base on just a few things about the Federal tax law changes and the state credits for Arizona. Read more

Market Commentary

Weekly Market Commentary December 24, 2018

Stock markets continued to decline last week in response to the Fed’s modest shift in its interest rate outlook. The core issues of slowing growth, how the Fed will respond, U.S. and China trade, and Brexit have introduced a high level of uncertainty in the markets. Read more

Market Commentary

Weekly Market Commentary December 17, 2018

After a few near misses, the S&P 500 finally entered a correction, meaning it closed more than 10% below its previous all-time closing high. The S&P 500 had flirted with these levels three previous times, even trading into correction territory. But it had always rallied enough at the close to stay above the 10% mark.

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Market Commentary

Weekly Market Commentary December 10, 2018

The market is starting to grate on some investors. The S&P 500 dropped 4.6% last week on concerns the reported trade truce wasn’t as substantial as hoped and that global economic growth continued to slow. Global stocks participated in the decline as the MSCI ACWI lost 3.5% last week. Read more

Avoid holiday financial stress

Monthly Newsletters

Gifts without the Guilt – Tips for Avoiding Financial Stress at the Holidays

Pop quiz: Can you name more than three gifts you got for the holidays last year? A sweater, an Apple watch, a popcorn tin … and, ummmm? Most of us would be hard-pressed to answer this question, even by late January.

What we remember, of course, are the moments with family and friends – the relationships that are renewed in the holiday time of slowing down. Material gifts are fine for the moment, but they are usually forgotten even before they have the chance to break and wear out. Read more

Market Commentary

Weekly Market Commentary December 3, 2018

Last week provided investors clarity on their two biggest concerns: interest rates and trade. Federal Reserve communication indicated rate increases will likely slow in 2019, and over the weekend, the U.S. and China announced an agreement to delay an increase in tariffs from 10% to 25% on a wide range of U.S. goods. In exchange, the Chinese will buy more U.S. goods, and both sides will seek an agreement in the next quarter. Read more

Blog

The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more

Market Commentary

Weekly Market Commentary November 26, 2018

Global stocks continued to decline as economic weakness and the possibility of further rate increases by the Federal Reserve worried investors. After rallying in late October and early November, global stocks were trading near the levels reached during the October decline. Read more

Market Commentary

Weekly Market Commentary November 19, 2018

After two straight weeks of 2%-plus returns, the S&P 500 was down 1.6% last week. Global stocks also declined, pushing the MSCI ACWI down 1.2% last week.

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