John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their money?1 One approach is to segment your...
Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money. In 2017, as in recent years, Americans spent more on taxes than on groceries, clothing, and shelter combined. In fact, we worked until late April...
One of the most well-known investors of the 20th Century, Benjamin Graham, said that “the investor’s chief problem—and even his worst enemy—is likely to be himself.”¹What Graham understood—and modern research is catching up to—is the idea that we all have emotions and...
Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ The “Dirty Dozen” Identity Theft Using your personal information, an identity thief can file a fraudulent tax...
6263 N. Scottsdale Rd #385 Scottsdale, AZ 85250 7, 63, 24, 6 Check the background of your financial professional on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is...
