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  • The nestology® process
  • Are we a fit?
  • Meet The Team
    • Michael McGinley
    • Kevin H. Foster
    • Lauren H. Michelotti
    • Colton Kemp
  • How we help.
    • Retirement Planning
    • Tax Planning
    • Estate Planning
    • Insurance
    • Investments
    • Wealthnest Media
  • Get Started
  • Client Logins
    • AccountView
    • SmartVault Login

Category Archive

Below you'll find a list of all posts that have been categorized as “Investments and Trading”

retirement planning chandler arizona

BEYOND RETIREMENT: CONSIDER YOUR OTHER GOALS

Retirement savings isn’t the only financial goal you should consider in your lifetime. There are other milestones that you ought …

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retirement income planningretirement planningRetirement Planning/Life Stages
financial risk arizona

Appetite for Risk

Investing is a risky business. Understanding the different types of investment risk and the impacts they play on returns is …

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financial riskrisk
Investing advisor chandler AZ

The Most Important Investing Factor

IRA, ETF, 401K, pre-tax, post-tax. For many when you are just beginning your financial journey as a young adult many …

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Investingsaving moneysavings
Investments advisor Tempe Arizona

Smart Family Investments

Raising a family and investing for retirement are not tasks that constantly have to be at odds with one another. …

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D.I.Y. Investinggoals based investingmoney and family
diversifying portfolio Arizona

Tales of the DIY: Diversifying by Advisor

It could be fine to have multiple advisors if these risks and limitations are kept in mind and addressed by …

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D.I.Y. Investingdo it yourselffinancial advisorrobo advisor
market volatility Arizona

Volatility for Growth

While volatile markets are nothing new, investor reactions are rarely predictable. Today Michael discusses why staying the course in times …

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investmentsmarket volatility
Fear and Greed

Fear and Greed

There is an old saying on Wall Street that the market is driven by just two emotions: fear and greed. …

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market volatilitystock market

Types of Investments

You have a variety of options when pursuing an investment portfolio. First-time investors often find the process intimidating. and let’s …

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investmentstaxes and investments

FINANCIAL INDEPENDENCE. RETIRE EARLY. (FIRE)

There is an early retirement movement going on: financial independence, retire early (fire), an effort among millennials in particular to …

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FSAHSA
risk tolerance financial planning chandler arizona

Does Your Portfolio Reflect Your Risk Tolerance?

There are many types of risk associated with investing. Understanding each type and the effect it may have on your …

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ESPP ATTACK PLANfinancial plannerfinancial riskrisk
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