Webinars

Arizona Tax Credit Reminder for 2025

Arizona offers several state tax credits for 2025, and we want to ensure everyone is aware of the opportunities available.  Charitable Tax Credits: QCOs and QCFOs For tax year 2025:  Qualified Charitable Organization (QCO):  Up to $495 for single, head of household, or married filing separa …

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De-Stressing in a Stressful World

We all experience stress to one degree or another.  Stressors take many forms, whether from choices we make – giving a speech or preparing for an exam, or from situations outside of our control, like the economy or world events.  Carrying stress can lead to health problems, especially with …

Paying for Health Care in Retirement

By Ryan Yamada, Senior Wealth Planner    When putting away for retirement, we often dream about all the things we’ll be able to do with that money – traveling, going out to eat, maybe trying new hobbies. 

Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill

By Jamie Hopkins, Managing Director, Wealth Services  Sonu Varghese, Director, Investment Platforms; and Ryan Detrick, Chief Market Strategist, contributed to this report.    Senate Democrats have reached a general agreement on a bill to address climate change, taxes, health care, inflation …

Market Commentary: As Anticipated, Fed Announces Another 0.75% Rate Hike

Last week was a big one for monetary policy and economic data. The Federal Reserve raised interest rates 0.75%, with unanimous agreement that higher rates were required to bring inflation under control. In his press conference, Fed Chair Jerome Powell announced the Fed was becoming more dat …

Quarterly Market Outlook: What Lies Ahead for the Third Quarter of 2022?

By Scott Kubie, Senior Investment Strategist    The first half of the year proved challenging for even the most hardened of investors. High inflation. Continual losses in the S&P 500. Bear market. Fed rate hikes. It all added up to the third most volatile market in 25 years.  

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