Rosevest Financial

Rosevest Financial Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.

A low monthly premium can look appealing when you’re comparing Medicare plans. But it’s only one piece of the decision.T...
10/02/2026

A low monthly premium can look appealing when you’re comparing Medicare plans. But it’s only one piece of the decision.

The doctors you want to keep seeing, the prescriptions you take, and even where you spend your time can all affect which coverage works better for you.

Here are a few things worth looking at before you choose: https://rosevestfinancial.com/insights/blog/which-medicare-plan-is-best-for-you/

Medicare timing can sneak up on you.Your initial enrollment period usually starts three months before the month you turn...
09/30/2026

Medicare timing can sneak up on you.

Your initial enrollment period usually starts three months before the month you turn 65 and continues for three months after. But things like employer coverage can change when you need to sign up.

A little planning now can help you understand which window applies to you: https://rosevestfinancial.com/insights/blog/when-should-i-sign-up-for-medicare/

Treasury yields shot higher last week. Stocks basically shrugged.The S&P 500 gained, the Nasdaq hit new highs, and the e...
09/28/2026

Treasury yields shot higher last week. Stocks basically shrugged.

The S&P 500 gained, the Nasdaq hit new highs, and the economic data still looked pretty solid. Consumers are spending, layoffs remain low, and earnings have held up even as inflation and interest rates stay elevated.

Higher yields still matter. But so far, they haven’t been enough to knock stocks off course.

More on what’s holding up and what could change the picture: https://rosevestfinancial.com/insights/blog/market-commentary-stocks-climb-despite-soaring-yields/

Most of us know what we’d like our investments to do over time.What’s harder to pin down is how much risk we’re actually...
09/26/2026

Most of us know what we’d like our investments to do over time.

What’s harder to pin down is how much risk we’re actually comfortable taking to get there.

That’s where this quick quiz can help.

Take the Investment Risk Tolerance Quiz to get a better sense of how you think about long-term growth and risk: https://rosevestfinancial.com/risk-tolerance-quiz/

Big deficits usually show up when the economy is under stress.That’s what makes the current situation different.We’re mo...
09/25/2026

Big deficits usually show up when the economy is under stress.

That’s what makes the current situation different.

We’re more than five years into an economic expansion, inflation is still elevated, and the federal deficit has already reached about $1.8 trillion with two months left in the fiscal year.

Add the huge capital needs of the AI buildout, and there’s a lot of competition for money.

See why that combination is putting more pressure on the cost of capital: https://rosevestfinancial.com/insights/blog/fiscal-deficits-are-exploding-and-thats-a-problem/

The plan with the lowest monthly premium isn’t always the one that saves you the most money.A plan might look great on p...
09/24/2026

The plan with the lowest monthly premium isn’t always the one that saves you the most money.

A plan might look great on paper, but once you add in your doctors, prescriptions, and what you’ll actually pay out of pocket, the numbers can shift fast.

That’s why open enrollment is about more than just comparing monthly premiums.

See five things to look at before choosing your coverage for the year ahead: https://rosevestfinancial.com/insights/blog/5-tips-for-getting-the-right-medicare-coverage-this-open-enrollment-season/

You may never feel completely ready to send your child off to college.But financially, you can get a better idea of wher...
09/19/2026

You may never feel completely ready to send your child off to college.

But financially, you can get a better idea of where you stand.

Whether college is around the corner or still years away, this quick quiz can help you gauge how prepared you are for future college expenses.

Answer 9 questions and get access to the College Expenses Checklist when you finish: https://rosevestfinancial.com/college-readiness-quiz/

A retirement budget can look solid on paper and still miss what your lifestyle actually costs.More time at home can mean...
09/18/2026

A retirement budget can look solid on paper and still miss what your lifestyle actually costs.

More time at home can mean higher utilities. More free time can turn into more dinners out, projects, or trips. Those little extras can add up faster than expected.

Instead of starting with what you think you’ll spend, it may help to look at what your current lifestyle is really costing you.

See the tips that can help you build a more realistic retirement spending plan: https://rosevestfinancial.com/insights/blog/dont-blow-your-budget-tips-to-create-your-retirement-spending-plan/

Address

7220 N. 16th Street Suite C
Phoenix, AZ
85020

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 2pm

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