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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”

Millennial financial planning Phoenix Arizona

The Millennial Message, DON’T DELAY PLANNING!

Many millennials find planning their financial futures a daunting task. It need not be so. We offer some suggestions to …

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millennialmillennial investingretirement planningyoung investing
investments advisor chandler arizona

Making Smart Investments for Your Family

Raising a family is rewarding and expensive. Consider taking these steps to support your family financially through a program of …

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401kinvestmentsIRAIRA PLANNINGIRA'sTax Planning

Career Moves That Make Sense After 40

It’s a great time to take stock of your career. It was once unthinkable to stray from your primary career …

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40 years oldchanging careersloss of job
investing financial plan Chandler Arizona

Take a Systematic Approach to Long-Term Investing

While market declines, corrections and downturns can be disheartening, they can also be opportunities for investors with workplace retirement plan …

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Financial Planninggoals based investingInvesting
retirement planning Ahwatukee AZ

Retiring Earlier Than Planned?

Adapting your retirement strategy (and outlook) may be necessary. Involuntary retirement can be emotionally and financially unsettling. Here are some …

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retirement planningRetirement Planning/Life Stagesretiring early

Keep Your Head in the Game: Avoiding Mental Errors When You Invest

Investors may want to avoid these common errors when saving for retirement. In the sports world, a mental error can …

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investment adviceinvestment strategyinvestments

Time is Your Friend

A look at the potential of compounding and early, steady investing. Time may be the greatest asset for the young …

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account returnscompounding interestretirement planning

Will You Retire in a Bull or Bear Market?

Learn how that could affect your retirement strategy A bull market can promote overconfidence. You may be lulled into thinking …

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bear marketbull marketFinancial Planning

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 …

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D.I.Y. Investingrobo advisor

Do You Consider Taxes as You Invest?

A few astute moves could help promote a better after-tax return. As you weigh risk vs. return, you may risk …

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InvestingTax Planningtaxes
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