Mantra 2022: Keep It Efficient, Precise and Goal Achieving

This is our commitment to you for 2022, a year which is likely to be rewarding for investors with efficiently managed portfolios and a focus on efficiency. Goals should be achieved this way. By efficiency, we mean selecting investments with precise and measurable objectives so closely matched to your own goals that … [Read More...]

Susan R. Linkous Awarded Five Star Wealth Manager Award 2021

We are pleased to announce Five Star award winner Susan Linkous’s appearance in The Wall Street Journal and Arizona Republic in a special section for October. Susan was named a Five Star award winner in 2021. This is the 9th consecutive year she has achieved this recognition. By earning this honor, Susan has shown an … Read More...

Benefits of Choosing an AIF® Designee

U.S. News & World Report recognizes the AIF® Designation as one of the top financial certifications. Read 4 Best Financial Certifications here. WHAT MAKES AIF® DESIGNEES DIFFERENT? Is the investment advice you are receiving really in your best interests? Unless your advisor understands and follows a fiduciary … Read More...