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"Education is the most powerful weapon which you can use to change the world."

Nelson Mandela

Same Old Story From Your Broker? Try This Approach Instead.

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News/Blog

What To Do If You’ve Lost a Retirement Account

A recent study found that the problem of “forgotten 401(k)” and pension accounts is widespread, and amounts to approximately 24 million accounts containing $1.35 trillion…

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5 Reasons to Consider Life Insurance

September is “Life Insurance Awareness Month.” Is your family using life insurance in the right ways as part of your comprehensive financial plan? Here are…

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Retirement Saving at Each Age

While it’s true that each person is unique and every financial plan should be customized according to their situation, it is generally accepted that people…

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7 Budgeting Tips For July

Budgeting can help you achieve your goals faster. Once you realize that budgeting can help you achieve the goals you’ve set out for yourself, you…

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It’s Annuity Awareness Month. How much do you know about annuities?

Because June is Annuity Awareness Month, here is an overview about them. Annuity product designs and types continue to evolve, primarily to meet the demands…

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5 Ways to Give Your Finances a $pring Cleaning

Spring is here! Time to get your finances in shipshape condition. Here are five ideas to get you started.   Check your credit reports. While…

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RMDs Are Back for 2021

RMDs, or Required Minimum Distributions, are withdrawals that are required by the IRS each year out of your traditional retirement accounts like 401(k)s and IRAs…

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Alternative Investment Profile: Silverhawk Private Wealth

  B Beyond Magazine recently featured Silverhawk Private Wealth founder, Paul Mershon, in their latest firm profile and review of alternative investments. Here is what…

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Interest rates, bond prices and inflation are related. Here’s how.

The Federal Reserve “Part of the mission given to the Federal Reserve by Congress is to keep [consumer] prices stable–that is, to keep prices from…

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Paul Mershon: “Where to Invest $1 Million Right Now”

  Paul Mershon Was Featured in Bloomberg’s “Where to Invest $1 Million Right Now” On March 5, Bloomberg updated their article, “Where to Invest $1…

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21090 N. Pima Road
Scottsdale, AZ 85255
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Newport Beach, CA 92660
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Memphis, TN 38117