D.I.Y. Investing

The Risks of D.I.Y. Investing & Financial Planning

In trying to do it yourself, there’s the chance you could do it all wrong. Many successful people refrain from trying to plan their financial futures. They delegate that job to professionals, as they lack the time, inclination, or knowledge to do it themselves. This makes sense. It takes years to gain a thorough understanding

financial advisor phoenix az

What is the Opportunity Cost of Achieving a Goal?

With the stock market hitting all-time highs on a what seems like a daily basis, now is the time to review heavily appreciated and concentrated stock holdings. What is intent of the investment that you are holding? Is there a particular goal in mind? No one knows what the value of the investment will be

financial risk assessment

What’s Your Definition of Risk?

When it comes to investing, many people associate risk with losing money. But investing demands different forms of risk. Understanding each type — and the possible return linked with your retirement portfolio — can help you determine whether your investments are suitable for your situation. Examining Risk and Return Stocks historically have displayed the highest

Diversification in financial planning chandler arizona

Diversification-2016 edition

I have been in financial services since the late 1990s. A lot has changed during that time. The internet is no longer America Online. Technology has changed the way the world shares information. This information is available to everyone, all the time, anywhere from your cell phone that you probably use more for things other