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Sep 5, 2024

Do Stock Market Returns Depend on who the President is?

Historical data suggest that the market’s movements are not significantly affected by the party affiliation of the U.S. President. Instead, the stock market is largely driven by a complex mix of economic factors.

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May 14, 2024

Let's be Optimistic about 2024!

Here are three reasons to be optimistic about the outlook for the financial markets in the second half of 2024

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Apr 11, 2024

Filing Final Tax Returns for the Deceased

When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes.

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Feb 6, 2024

Finance Tips and Hidden Costs For Snowbirds

Do you heading south to avoid the winter weather? Before adopting the snowbird status, take into consideration these financial tips and hidden costs.

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Jan 7, 2024

Six Reasons Retirees Choose to Retire to the Phoenix Area

Unquestionably, Arizona is a retirement destination, with suburbs and towns like Scottsdale, Mesa, Gilbert, Chandler, and others luring seniors with a distinct mix of activities.

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Dec 19, 2023

Building Wealth in 2024: 8 Quick, Easy-to-Read tips to get you there

So, you know how stability is key for a secure future, right? Well, understanding Arizona's economy is crucial as it relates to your financial future. We're talking about getting a grip on investment options, savvy savings methods, and tapping into local financial resources.