Locations in Arizona, Oklahoma, Texas, and Utah

The Second Half of Life – Discovering Your Passion

At some point along your life’s journey, you might find yourself at a crossroads looking back thinking, “Is this it?  Is this all there is to life?” while considering the path ahead of you. It can happen at any time- you’ve spent your life building something that has taken all …

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Positive Impacts of the Financial Crisis

The financial services industry is still recovering from the effects of the financial crisis.  Positive impacts from the crisis include new regulations and clients taking an increasingly active role in their economic destiny.  Reinforcing this is that all participants—financial advisors, clients, and regulators—are all welcoming the greater transparency and convenience …

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Questions Every Investor Should Ask Their Adviser

Many investors evaluate not only their portfolio performance but also their relationship with their financial advisor from time to time. Many times people base their evaluation of their advisor on their portfolio performance, but there are other components to consider. Asking these questions can help you determine if you and …

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