Modern Wealth Management

10/10/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

10/10/2026

Even 3% inflation can double your cost of living in 24 years. While cash feels safe, it's slowly eroding your purchasing power. Don't let retirement savings lose value.

10/09/2026

Inflation is more personal than you might think.

While headlines report one inflation rate, your everyday expenses may tell a different story. Healthcare, housing, groceries, and other costs affect everyone differently.

📊 The key isn't just understanding inflation—it's understanding how it impacts your financial future.

Let's make sure your financial plan accounts for the costs that matter most to you.

📞 Contact us at 520-298-1900 to start the conversation.

10/09/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

10/09/2026

If you're near retirement and relying solely on the 4% rule for your plan, pause. This rule should only be a starting point, not the whole strategy. Retirement isn't lived on spreadsheets; it's a journey through good and bad markets, expensive and inexpensive years.

10/08/2026

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/08/2026

Market declines early in retirement can severely impact your portfolio. Instead of staying aggressive or abandoning stocks, assign every dollar a purpose. Short-term needs and emergencies require different strategies than long-term growth to combat inflation. Clarify your retirement decisions by asking what each dollar is meant to accomplish, not how much risk to take. Money for the next year needs a different approach than money for the next two decades.

10/07/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

10/07/2026

This couple postponed retirement multiple times, always saying 'Just one more year.' Even when financially exhausted, fear held them back. After a retirement revamp, they learned they could have retired two years earlier. The greatest gift isn't always saving more, but realizing you've already done enough.