Financial Management Archives

Miller Russell Associates named to prestigious list


Phoenix investment advisor and wealth manager Miller Russell Associates was recently ranked on the’s Top 100 RIAs of 2015 ranking. Miller Russell Associates was the only Arizona firm recognized on this esteemed list.  Miller Russell Associates is a registered investment advisory firm providing a full range of investment, wealth management, tax compliance and consulting… Read More →

New independent financial advisory firm opens in Arizona


After serving the community for more than five years as a partner with Strategy Financial Group, Andrew Rafal announced the opening of his new, independent, investment advisory firm, Bayntree Wealth Advisors. With a new tag line “You Dream. We Plan.” Rafal will continue serving his clients throughout Arizona and the United States by working to help them… Read More →

Best practices to effectively utilize letters of credit

5 C's of Credit

In brief, a letter of credit is a document from a bank guaranteeing that a seller will receive full payment, as long as certain terms and conditions have been met. In the event that the seller is unable to cover the full payment the bank will put up the outstanding amount. A letter of credit… Read More →

Meet Arizona’s Most Admired Companies of 2015


Each year, Az Business magazine and BestCompaniesAZ chooses 40 companies as winners of Arizona’s Most Admired Companies Awards. When developing the Most Admired Companies program, the primary goal of Az Business magazine and BestCompaniesAZ was to recognize those companies that excel in workplace culture, leadership, social responsibility, customer opinion and innovation. Here are Arizona’s Most Admired Companies of 2015: Alliance Residential Company Most… Read More →

Mark D. Young joins CKS Advisors


CKS Advisors, LLC has announced that Mark D. Young has joined their team as Managing Director. Young brings more than 30 years of experience in corporate finance and management experience. Prior to joining CKS, Young served in a variety of capacities at Merrill Lynch, US Bank and Arthur Andersen, as well as Arizona Bank & Trust,… Read More →

New local series on AZPBS offers financial strategies

MYM Aug 2015-0003150805

One of the nation’s top financial experts is hosting a new Arizona PBS original series that empowers viewers to take control of their retirement planning. Joshua Mellberg, president and founder of J.D. Mellberg Financial, is hosting “Mastering Your Money,” premiering Sept. 13 at 11:30 a.m. on Arizona PBS. Mellberg is an award-winning financial strategist, who… Read More →

Half of Arizonans don’t know how much they need to retire

Key Elements to Retirement Planning

BMO Harris Premier Services released the results of a study that examined retired and non-retired Arizonans’ views on retirement. According to the study, 47 percent do not know how much they will need to fund their ideal retirement lifestyle and 33 percent do not know when they will retire. The study also found that: The… Read More →

Miller Russell Associates partner earn CEPA designation  Mr.Smith Chetanachan

Miller Russell Associates’ Partner Russell Bucklew recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s CEPA MBA program at the University of San Francisco. To receive the CEPA designation, Bucklew completed an intensive five-day program that involved approximately 100 hours of pre-course study, 33 hours of classroom instruction and… Read More →

Big crowd honors Arizona’s Most Influential Women


A crowd of nearly 500 people packed Chateau Luxe in Phoenix Thursday night to honor Az Business and AZRE magazines’ Most Influential Women in Arizona Business. “The Most Influential Women issue of both magazines is easily our most popular issue of the year,”said AZ Big Media  Publisher Cheryl Green. “This year, we had more than 2,000 women… Read More →

Erica McGinnis: Most Influential Women in Arizona Business


Erica McGinnis, president and CEO, AIG Advisor Group McGinnis leads Advisor Group, which has 5,400 investment advisers among its four broker-dealers — Royal Alliance Associates, Woodbury Financial Services, FSC Securities Corp. and SagePoint Financial. Overcoming barriers: “It’s an aspiration to have a 50-50 male-to-female ratio of advisers. I started in the business 20 years ago, and… Read More →

Why family feuds erupt after the will is read

Family business

The recently deceased don’t always ingratiate themselves with their survivors when it comes time to read the will. “People want to control things from the grave, not just throw a bunch of money in a beneficiary’s lap,” says family wealth guru John Pankauski, author of the new book, “Pankauski’s Trustee’s Guide: 10 Steps to Family… Read More →

Miller Russell Associates expands company


Phoenix investment advisor and wealth manager, Miller Russell Associates, recently hired Will Froelich as a client advisor, Pamela Houser as a client administrator, and Cydney Rooks as an executive assistant. As a client advisor, Froelich works with client families on a variety of wealth management issues including investment advisory, financial planning, tax planning, and estate… Read More →

REDW Stanley Financial Advisors earns accolade


REDW Stanley Financial Advisors LLC announced it has made the Financial Times magazine’s FT 300 Top Registered Investment Advisers list. REDW Stanley is the only New Mexico-based firm included in the list, and one of just a few in Arizona. REDW Stanley is an SEC registered subsidiary of REDW LLC, one of the Southwest’s 10 largest… Read More →

Arizona home to best cities for retirees


Arizona grabbed three of the top four spots in a new national ranking of the best cities for retirees, based on a town’s crime, weather, taxes and other factors. The ranking by Bankrate Inc. looked at 196 cities in seven livability categories and ranked Mesa, Prescott and Tucson in first, third and fourth places. Arlington,… Read More →