1926 E. Fort Lowell Rd Suite 100
Tucson, AZ 85719
Contact Us
Mon - Thurs: 9:00 - 5:00 AZ
Fri: 9:00 - 3:00 AZ
Talk To Us First
Are you not quite ready to book an appointment? The best place to start is talking to our teams so we can point you in the right direction.
Get a Free Retirement Income Plan
Are you trying to retire and need to know where you stand? Then, it’s time to figure out where you want to go and if you can get there.
Get a Free Annuity Review
Do you have questions about annuities, either ones you own or are looking at investing in? We can help.
Get a Free Financial Plan
Are you trying to retire and need to know where you stand? Then, it’s time to figure out where you want to go and if you can get there.
Duis aute irure dolor in reprehenderit in voluptate velit ess
The markets continue to pretty much ignore the Government shutdown, even as it could become the longest one ever. What the markets are actually interested in is what the Federal Reserve is doing with interest rates. They cut rates again for the second time in two meetings by a quarter
The Federal Reserve finished up their latest policy meeting today with a widely expected quarter point rate cut. That takes the headline rate to around 4 to 4.25%. This cut was likely spurred by the slowly declining economic data that we have seen, primarily in the job market. Since this
The economy has continued to surprise with its resilience to high interest rates. GDP came in at a robust 3% for last quarter and the job openings are still at around 7.5 million. To put that in perspective, there were only 7.1 million job openings in September. So, the economy
There have certainly been quite a few concerning topics in the news recently. From tariffs to tax reform, and conflict in the Middle East, there have been many things to worry about and many devastating events in peoples’ lives. Unfortunately, the media has been blasting the worst of it in
The last month has been quite exciting in the markets with all of the tariff uncertainty. Thankfully, so far it appears that the tariffs are turning out as we hoped and expected. There have been many exemptions and quite a few deals made. We expect that to continue in the
The market is having a pretty strong reaction to the tariff announcements. This isn’t surprising because they had advertised, built up and speculated over what President Trump would announce for about a month. No matter what he unveiled, there was going to be a reaction because the institutional traders had
The market has had a rough week or two as a couple of earnings reports came in poorly as well as there has been a lot of political blustering. On the earnings side of things, many of the top stocks of the last year were priced for perfection. As an
The markets have continued to be relatively positive except for the this week with the new challenge from a Chinese AI startup. We continue to focus on the Fed and their actions as what we expect to be one of the primary drivers of the stock market in 2025. The
The Fed concluded its last meeting of the year and as was expected, lowered interest rates by a quarter of a percent. This marks the third cut in a row and a total of a one percent decrease from the peak. The big question is how much further and how
