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Top 10 Questions High Net Worth Individuals Ask About Social Security
Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We've...
Read MoreUnderstanding the September Effect: What It Is and Why It Happens
If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It's a reasonable answer, but it's incorrect. Despite October's reputation for market-defining events like the...
Read MoreDon't Get Hooked: A Guide to Recognizing and Avoiding Phishing
As financial professionals, we understand how vital it is to safeguard your personal and financial information. Unfortunately, in our increasingly digital world, cybersecurity risks, such as phishing attacks, have become a prevalent...
Read MoreMoney Tips for Parents Sending Children Off to College
You’ve done a great job teaching your children vital life lessons and instilling values that will last a lifetime. As summer ends and a new school year begins, one thing that shouldn’t be overlooked, especially for...
Read MoreAttention Parents and Grandparents of College-Bound Students: FAFSA Gets an Overhaul
Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application for Federal Student Aid (FAFSA). The Department of Education is calling it the “most...
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The 6 Biggest Mistakes DIY Investors Make and How to Avoid Them
IntroductionOver the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022, approached me asking for a second opinion. Interestingly, almost every...
Read MoreHow the SECURE 2.0 Act Changed 529 Plans
Changes to 529 plans in the SECURE 2.0 ActThe SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. It was a big deal at the time and the most significant piece of...
Read MoreHealth Savings Accounts: Pros, Cons, and Retirement Considerations
7/6 Health Savings Accounts: Pros, Cons, and Retirement ConsiderationsWhat if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may...
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Charitable Giving
Philanthropy is a part of who we are. We have all spent time giving to organizations that are near to our hearts. Understanding how your time and money are used can be tricky. Check out our list of questions to ask before giving.
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Giving Thanks
Yes, Thanksgiving is right around the corner, hopefully you have those turkeys ordered! Although we have been experiencing strange and unusual times, I think most of us would agree that we have many things to still be thankful for....
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Introducing AdviceWorks with Self-Enrollment
Well Fall has exploded on Northern Arizona, and this season in Phoenix couldn’t be nicer! October is here and the Holiday season is coming up fast. While you are all working on your Fall projects, we at Arizona Capital...
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Entering the Twilight Zone
Happy September! As you can imagine there are many articles that come across my desk every day. This one put out by our very own Cetera Management Team was particularly interesting. We often compare what we are going through now with...
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