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If you’ve been around long-time investors, you’ll probably hear them say, ruefully, “If only I had gotten in on the ground floor of such-and-such computer or social media company, I’d be rich today.” That may be true — but is it really relevant to anyone? Do you have to be an early investor of a spectacular company to achieve investment success?
Making a list and checking it twice, as you manage home, family, friends and business during the holiday season? Do you feel sometimes like you are not giving enough? Do you feel you need more time, energy or money? You are not alone! Think about what you can do that serves family, friends and business.
Every day of our lives, we make assumptions. We assume that the people we encounter regularly will behave in the manner to which we are accustomed. We assume that if we take care of our cars, they will get us to where we want to go. In fact, we need to make assumptions to bring order to our world. But in some parts of our life — such as investing — assumptions can prove dangerous.
As an investor, you’ll eventually need to make all sorts of decisions — and some will be difficult. But there’s one choice you can make that can be relatively easy: reinvesting stock dividends.
Now that another year is ending, it’s a good time to take stock of where you are on your journey toward financial security. Of course, you could find many different “measuring sticks” to assess your progress, but you can certainly gain considerable information just by asking yourself some basic questions.
The holidays are here. If you have the financial resources to provide a comfortable life for your family, you have reason to be thankful. And if you can afford to share some of your “bounty” with charitable organizations, you may want to be as generous as possible — because your gifts may allow you to both give and receive.
Are you a member of the “Sandwich Generation?” This designation — which applies to people caring for their aging parents while supporting their own children — may be applicable to you if you’re either a younger baby boomer, born in the late 1950s or early 1960s, or an older member of “Generation X,” born in the mid-1960s. But any way you slice it, being in the “Sandwich” group is probably going to present you with some challenges, particularly of the financial kind — so you’ll need to make the right moves.
Thanksgiving is almost here. If you have the financial resources to provide a comfortable life for your family, you have reason to be thankful. And if you can afford to share some of your “bounty” with charitable organizations, you may want to be as generous as possible — because your gifts may allow you to both give and receive.
As you probably know, a mutual fund may contain many different types of investments, such as stocks, bonds and government securities. But as an investor, you need to pay attention not only to what goes into your mutual fund, but also what comes out of it — namely, the three ways in which a fund can compensate you.
The Arizona branch of AXA Advisors announced they will award up to 12 $2,000 AXA Achievement Community Scholarships to graduating high school seniors who live and attend high school in their area.
Throughout your career, you have been working hard to save in one or more retirement accounts. Then, once you retire, you’ll have some new decisions to make. But one choice has already been made for you: the age at which you must start taking withdrawals, or “distributions.” It’s a good idea to familiarize yourself with these distribution rules because they can have a big impact on your retirement income. And you may even want to take action before the end of the year.
Bobbi Musel, branch office administrator at the Ahwatukee Edward Jones at 4902 E. Warner Road, Suite 1, has won the Ted Jones Entrepreneurial Award for exceptional achievement in building client relationships. Musel works with Edward Jones financial advisor Joseph B. Ortiz.
November is Long-term Care Awareness Month. And when it comes to long-term care — such as a stay in a nursing home or the services provided by a home health aide — you’ll want to plan for the potential costs involved.
After plenty of haggling, and a fair amount of political theater, Congress reached a last-minute agreement to raise the debt ceiling and end the partial government shutdown. Most people would agree that a fully functioning government that can pay its bills on time is a positive thing — and it’s certainly good news for investors, because a default on the part of the U.S. government could have had serious repercussions in the financial markets. But what’s next?
At many places of work, it’s “open enrollment” season — the time where you get to make changes to the various benefits you receive from your employer. As you review your overall benefits package, what areas should you focus on?
Halloween is upon us. Of course, whether you’re navigating the dark corridors of a “haunted house” or just dealing with the “creepy” characters coming to your door demanding candy, you’re probably not too fearful of the sights of the season. But as you go through life, you’ll want to avoid some things that really are scary — such as these investment moves:
Please join us in welcoming our newest members:
The Phoenix Regional Sports Commission (PRSC) named Valley business and sports veteran Alan Young as its new executive director. Young assumes this new position after serving as a member of the PRSC board of directors for the past two years.
As an investor, how much risk can you tolerate? It’s an important question — because the answer can help you make the right investment choices.
Generally speaking, if you’re efficient at a particular task, you’ll get good results without wasting effort. As you’ve already learned from your life experiences, it’s usually far better to be efficient at something than to be inefficient — and that’s certainly true with investing.
Each year the Ahwatukee Foothills Chamber of Commerce honors local business women through the Palo Verde Women in Business Award.
It’s harvest time again. Of course, harvest season may not mean that much to you if you don’t work in agriculture. Nonetheless, you can learn a lot from those who do — especially in your role as an investor.
Herschend Family Entertainment Corporation (HFE) has announced it has acquired Harlem Globetrotters International, Inc. (HGI) from Shamrock Capital Advisors. Effective immediately, HGI, whose corporate offices are based in Phoenix, is a wholly-owned subsidiary of HFE. HFE is the largest family-owned themed attractions company in the U.S., owning and operating 26 properties throughout the country, including theme parks, aquariums, hospitality businesses and tours.
Congress has designated the third week in October as National Save for Retirement Week — which means it’s a good time to think about your own retirement savings strategies.
Financial-services firm Edward Jones has introduced an income management account designed to help investors simplify, track and access income from multiple sources, according to Joseph B. Ortiz, an financial advisor in Ahwatukee.