Complacency is a real problem. It's the silent killer of portfolios, and the assumption that what's working today will work tomorrow, regardless of the changing environment.

Here’s what you should do.

Don't let the first quarter end without maximizing your tax deductions. Take the time to review your finances, consult with a professional, and implement a tax-saving strategy.

One thing’s for certain: It’s noisy out there. I like FactSet’s view on earnings season right now:

While the percentage of S&P 500 companies reporting positive earnings surprises is above the 10-year average, the magnitude of earnings surprises is below the 10-year average.

Translation: We remain trending upwards; however, the margin of that trend is slimming.

As investors look ahead and as new leaders get to work in many countries around the world, it’s natural to wonder what impact their policies on taxes, spending, and trade may have on markets. And those are just some of the questions about 2025 that we know about.

Valuing your business is a crucial step for many reasons but there are several methods used. Which one is best suited for your exact situation?

Understanding the true value of your business is crucial for multiple reasons. Let’s explore why!

When the S&P’s forward price earnings multiple gets to the highs we’re seeing today, it’s spelled trouble for the markets. Is this time different…is “the past prologue?”

Today is election day and major U.S. equity indices (and other asset classes) are near their all-time highs, now is the ideal time to explore modern strategies for safeguarding investment portfolios, while accommodating for growth and income.

For many of our clients the transition from full-time work to retirement involves navigating several new processes. One very important item to understand? Medicare.

Our clients own businesses throughout Tucson, Oro Valley, Phoenix and Scottsdale and their businesses range from CPA firms to animal hospitals. What they do have in common, are insights on what working with a financial/wealth advisor has done for them and their businesses.

Investing in AI can be a promising opportunity, but whether now is a good time depends on various factors, including your investment strategy, risk tolerance, and the broader economic and market conditions.

Tax deferral allows you to postpone paying taxes on certain income until a later date, which can help you manage cash flow and potentially reduce your overall tax burden. Let's examine some of the best strategies to consider.

As a financial advisor with decades of experience, I’ve witnessed countless market cycles, bubbles, and paradigm shifts. The cryptocurrency space has been something entirely different and has sparked intense debate among investors. Is now the time to dive into Bitcoin? Let’s explore!

With inflation beginning to improve, many finally expect the Fed to begin cutting rates by the end of the year. What perspective do diversified investors need to stay balanced in the months ahead?

Growth stocks have outperformed value stocks in recent years, is this reversing?

From graduates stepping into their first job to retirees enjoying the fruits of their labor, one thing remains constant: the importance of a solid financial plan.

Trimming a position and harvesting gains can be hard when you’re riding on a rocket ship, but are you missing future opportunities in not doing so? Understanding how setting a goal and game plan before going into a position can help increase returns.

Preserving capital throughout prolonged market contractions is key to reaching financial goals and objectives.

Today’s treasury rates offer a chance to lock in rates not seen in quite some time.

Q3 2023 - Policy uncertainty, elevated inflation, and volatile markets require a different investment approach.