Same Old Story From Your Broker? Try This Approach Instead.
Spend 5 minutes to learn what we do to protect our clients’ portfolios during adverse markets like what we are experiencing during the pandemic.
Call us to set up a virtual meeting to discuss your situation: 480.296.0200
News/Blog
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…
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…
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…
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…
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…
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…
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…
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…
7 Tips to Resolve Financial Issues Between Couples
No matter how long you have been together, financial issues can wreak havoc on a committed relationship. According to Investopedia, some of the top money…
3 Tangible Asset Trends for 2021
Collectibles such as classic cars, fine wine, and rare coins are highly insulated from the seemingly insurmountable headwinds that investors face today. By Paul Mershon…