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...

To Be Responsible or NOT

Hi Everyone, We are being inundated with news about Coronavirus Covid-19 as it relates to our health and to the markets.  As a fiduciary, your interests are my interests. I am watching the news and markets closely. It is important to stay informed and aware of our surroundings.  My daughter is currently in college … Read More...