Financial Management Archives

Winners of the 2016 CFO of the Year Awards

CFO of the Year Awards

FEI Arizona presented the CFO of the Year Awards on Thursday to senior level financial professionals for outstanding performance in their roles as corporate financial leaders and stewards. The nominations and awards recognize exemplary financial management in three business sectors: public, private and nonprofit. Click below to view photos in fullscreen   Photos by Michael… Read More →

Using crayons to learn how to manage credit

Copyright: mmstudiocom / 123RF Stock Photo

Alisa Glutz has worked in the mortgage business and credit industry for over a decade, as a broker and now as a licensed mortgage professional, currently at the Scottsdale-based Cherry Creek Mortgage Company. She also once booked talent for HBO comedy specials and produced Bill Maher’s “Politically Incorrect” talk show, which ran for nine years.… Read More →

How can you tell if your 401(k) plan is underperforming?


A good 401(k) plan should be built around your goals, risk tolerances, anticipated age of retirement and expected rate of return. The problem is, many 401(k) plans are laden with high fees and underperforming investment choices, experts warn. “It is important to review your 401(k) plan at least every three months,” says Keith J. Kormos,… Read More →

KeatsConnelly appoints Sally A. Taylor as CEO

Financial Statements

Phoenix-based KeatsConnelly, the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dreams of a cross-border lifestyle, appointed Sally A. Taylor to chief executive officer and Bryant E. Andrus to president, respectively. In her new role, Taylor will be leading and setting the strategy for the company,… Read More →

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 →