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 of volatility has been shown to be your best course of action. *investing involves risk including loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect …

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 be honest: even those with an extensive portfolio may still not quite understand the complexities associated with investment risk strategies, rebalancing, and other investment terms. With that in mind, we offer you a primer on some of the more common …

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 cost your team the big game. When you are investing, a mental error can put your retirement portfolio at risk. Mistakes often result from letting misconceptions and emotions affect your decisions. Successful investing generally requires logic and reasoning. To avoid …

Employee Stock Purchase Plan | ESPP

Employee Stock Purchase Plans (ESPP) are company administered benefit programs that offer employees the opportunity to purchase common stock in their company, typically at a discount. Advantages of an ESPP Discount offers an incentive to save/invest Convenient contributions through payroll deduction No commitment to purchase a specific number of shares The discounted purchase price of stock (if your plan offers) …

What is a Comprehensive Wealth Manager?

A comprehensive wealth manager can handle all of your financial needs no matter what your life stage; they offer expertise in a variety financial specialties: Investment Services Retirement Planning Estate Planning Insurance Tax Planning Integration:  Advantage of a Comprehensive Wealth Manager An advantage of working with a truly Comprehensive Wealth Manager is that a single person is able to integrate …