Prescott Office

141 South McCormick Street
Suite 201
Prescott, AZ 86303

Clarkdale Office

651 Reta Street, Po Box 97
Clarkdale, AZ 86324

Investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

 
 
The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Why Regular Rebalancing Makes Sense

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

Finding the Balance

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.