Financial Management Archives

Tips for Phoenix-bound Canadian Snowbirds


RBC Bank, the market leader in cross-border banking and real estate financing for Canadian Snowbirds visiting or staying longer-term in the United States, is welcoming Canadians back to Phoenix and other popular U.S. destinations for another season of golf, warm weather and relaxation. However, because the Canadian dollar (CAD) experienced a 16 percent decline against… Read More →

Matson Money moves its headquarters to Scottsdale

Matson Money

Matson Money, a registered investment advisory firm which manages over $6.6 billion for investors nationwide, opened its new headquarters in Scottsdale, Ariz. on Friday, Oct. 14th. The grand opening featured a ribbon cutting ceremony, tours of the new facility and a VIP reception which included guest appearances from Scottsdale Mayor Jim Lane and Vice Mayor Kathy Littlefield.   Photos… Read More →

Tips for a financially happy marriage

same sex

When you marry, you agree to share a financial future, too. Although successfully managing finances in marriage is essential to your happiness together, talking about it may not come naturally. Here are six tips on how keeping an open dialogue could help you save, invest and plan together, and get you closer to your financial happily-ever-after:… Read More →

2016 Most Admired Company: Henry & Horne


Henry & Horne Most Admired Company: 2015, 2016 Top Arizona executive: Chuck Goodmiller, CPA, co-managing partner What it does: Provides expertise in accounting, estate estate and tax issues. Admirable quality: Henry & Horne’s leadership team has a strong focus on the growth of its firm and its continued success. Their vision has led to growth… Read More →

2016 Most Admired Company: Ryan LLC


Ryan, LLC Most Admired Company: 2012, 2013, 2014, 2015, 2016 Top Arizona executive: Jon Sweet, executive vice president and vice chair What it does: Ryan provides a comprehensive range of state, local, federal, and international tax advisory and consulting services. Admirable quality: In 2015, Ryan won 75 awards including international, national, state, and city level… Read More →

2016 Most Admired Company: Vanguard


Vanguard Most Admired Company: 2011, 2013, 2014, 2015, 2016 Top Arizona executive: Bridget Olesiewcz, principal What it does: Offers mutual funds, ETFs, financial advice and related services. Admirable quality: Vanguard employees can search and sign up for any one of the company’s 12 service programs, which range from drives for blood and canned food to… Read More →

2016 Most Admired Company: Equity Methods


Equity Methods Most Admired Company: 2016 Top Arizona executive: Takis Makridis, president and CEO What it does: Provides valuation, financial reporting, and human resources advisory services. Admirable quality: Every year, Equity Methods’ CEO undertakes an in-house survey called “How to Improve EM” to solicit ideas for improvement and to provide a safe outlet for employees… Read More →

2016 Most Admired Company: Edward Jones


Edward Jones Most Admired Company: 2016 Top Arizona executive: Dave Long, principal What it does: Financial services firm that serves investment clients. Admirable quality: A sports committee was formed to provide opportunities for all associates to get to know each other better. It organizes sports teams to play in city leagues. In the first year,… Read More →

2016 Most Admired Company: Charles Schwab


Charles Schwab Most Admired Company: 2013, 2014, 2015, 2016 Top Arizona executive: Bernie Clark, executive vice president and head of Schwab Advisor Services What it does: Provides help with financial planning, investments, retirement planning and more. Admirable quality: All Schwab employees receive eight hours of paid time off each year for community service and the… Read More →

Why it’s important for women to save more for retirement

choosing retirement plans, arizona business owners

For the past two decades, American women have been on a remarkable career trajectory as their roles in the workplace continue to change at a rapid pace. Women today earn more college and graduate degrees than men. Women business owners are also growing, with 36.3 percent of all privately held businesses in the United States… Read More →

Az Business honors Most Influential Women in Arizona Business


A crowd of nearly 500 packed Desert Botanical Garden Thursday to honor Az Business magazine’s Most Influential Women in Arizona Business for 2016. “All the women we are honoring tonight have procured influence in their respective fields through hard-earned track records of profitability, leadership and innovation,” said AZ Big Media Publisher Cheryl Green. “These women are… Read More →

Matrix buys building for Real Estate Investing School

The Matrix Real Estate Investor Network recently purchased a downtown Phoenix office building with plans to turn it into a Real Estate Investing School. The building, located at 2406 S. 24th St., Phoenix, AZ 85034, is finished being renovated and now accepting the real estate investing classes. At the facility, students learn everything from real estate… Read More →

Abbot Downing expands Family Dynamics and Education team


Abbot Downing is expanding its consulting services for family-owned businesses with the addition of an executive leadership coach to focus on succession planning and development of next generation family business leaders. Nancy Amick brings nearly 20 years of experience to the firm’s national Family Dynamics and Education practice as a consultant who has specialized in… Read More →

Which Arizona city has the best 401(k) plan?

Employer Retirement Plans in Phoenix, Ariz.

Retirement readiness isn’t a topic many would consider fun to talk about. However, SmartAsset, a financial company based in New York, used data to show what cities nationally has the best 401(k) plans. “We want people to think about these topics,” said AJ Smith, vice president of content for SmartAsset, “While not always fun, they… Read More →