Current Affairs

Your Digital Legacy

Does anyone truly die in the 21st century? The Internet is an integral part of our lives. Online banking, social media, a digital library of movies, books and music, email, photos stored in the Cloud – we all have accounts and an Internet presence that we don’t think much about unless we are hacked. When [...]

By |2019-08-19T10:05:48-07:00August 28th, 2019|Current Affairs, Estate Planning|

Create Long-Term Investment Plan

As sure as summers will be hot here in Arizona, the stock market will serve up a scare every six months or so. The recent global stock market slump illustrates that. Times like this are why we ask questions such as, “Why am I investing?” It's a reminder that we need an up-to-date, written, long-term investment [...]

By |2019-08-19T09:42:52-07:00August 19th, 2019|Current Affairs, Investing|

A Healthy Tortoise

Earlier this year, JP Morgan Asset Management’s Chief Global Strategist David Kelley likened the current U.S. economic expansion to a healthy tortoise, “slow but steady.” The United States has experienced slow and steady economic growth through corporate profits, job growth and wage increases. This month marks the 10th year of our current expansion; it ties [...]

By |2019-08-14T13:59:44-07:00June 17th, 2019|Current Affairs|

Should Millennials Rent or Buy?

When choosing between renting or buying a home, only 37 percent of Millennials today opt for ownership, according to a report from the Urban Institute. That’s 8 percentage points lower than the two previous generations at the same age (24-35 years). Reasons range from personal preference to economic reality, or a combination. Should Millennials rent [...]

Secure Personal Data

It may seem complicated to secure personal data on all your electronic devices. Shannon Curkendoll, operations manager and portfolio administrator, offers simple tips to make the task less daunting. Take a moment to watch her brief video. She explains how to lock your devices and create strong passwords you can remember.     For more [...]

By |2019-08-14T13:59:45-07:00May 6th, 2019|Current Affairs, Video Blog|

Consistent Saving is a Vital Habit

About 58 percent of Americans have less than $1,000 in personal savings, according to a recent survey by gobankingrates.com. If we think about all the federal employees impacted by the current government shutdown, that means six out of 10 will likely experience financial difficulty due to this interruption in their incomes and lack of savings. [...]

By |2019-08-14T13:59:46-07:00February 4th, 2019|Current Affairs, Financial Planning, Retirement|