Financial Management Archives

AXA Advisors Southwest earns Governor’s Award

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The Governor’s Commission on Service and Volunteerism announced that AXA Advisors Southwest, a leading provider of financial services for consumers and businesses, has been named a recipient of the 2015 Governor’s Volunteer Service Award for its dedicating to volunteerism, fundraising and general community service. AXA Advisors Southwest was honored by Governor Doug Ducey’s office on… Read More →

Here are the best ways for funding a startup

startup

Researching how to fund a startup can be an arduous task. Many start the process by “bootstrapping”, which is the exact opposite of funding. It essentially means the entrepreneur uses their own savings to fund the business. There are many companies that have successfully launched using this strategy before taking on investors. For example, MailChimp and AirBnB… Read More →

Desert Schools provides 5 tips for financial fitness

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April is National Financial Literacy Month and Desert Schools Federal Credit Union has joined in the celebration, hoping to provide local consumers with some helpful tips to become savvy savers and spenders. The goal of the month, recognized officially in 2004 by the United States Senate, is to teach individuals and families how to better manage their budgets, pay… Read More →

REDW forms Alliance Benefit Group Southwest

Key Elements to Retirement Planning

REDW LLC, one of the largest and most respected certified public accounting and business consulting firms in the Southwest, has announced the formation of Alliance Benefit Group Southwest (ABG-Southwest), a separate company for retirement plan recordkeeping and third-party administration services. The change took effect earlier this year, when all REDW team members in the group transitioned to the… Read More →

What retirement looks like for Arizona’s affluent

Key Elements to Retirement Planning

BMO Private Bank today released a study examining what retirement looks like or will look like for high-net worth Arizonans (defined as those with investable assets of $1 million or more). The study is part of BMO Private Bank’s Changing Face of Wealth series examining trends among affluent Americans.   According to the study, a… Read More →

Financial tips from Dale Walters of KeatsConnelly

wealth

Dale Walters, CEO, KeatsConnelly Walters is a partner and CEO of 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. Walters was twice named one of the top financial advisors in the U.S. by Mutual Fund Magazine. 2015 trend to watch: “The… Read More →

How to prepare your business for sale

Most business owners grossly over estimate the value of their company. This is just one of many reasons companies for sale fail to secure a suitable buyer. Another reason is poor planning. Currently, 80 percent of the owners trying to sell their small to medium sized companies will run into difficulty. Business owners often consider… Read More →

ON Semiconductor hosting Financial Analyst Day

Economic concepts

ON Semiconductor, driving energy efficient innovations, announced that it will host its Financial Analyst Day in Scottsdale on February 26, 2015, starting at 8:00 a.m. MST. The event will feature presentations on the company’s strategy, financial outlook and performance. Event Details Attendance for this event is by invitation only. To request an invitation and details… Read More →

Husch Blackwell partners 2 Phoenix attorneys

Two attorneys become shareholders

Husch Blackwell has promoted 13 attorneys to partnership, two in Phoenix, effective Jan. 1, 2015. “Husch Blackwell’s standards for partnership are high, requiring sustained, elevated levels of performance. Each one of these attorneys has demonstrated professional excellence, exceptional legal skills and client service, and commitment to our firm,” said Husch Blackwell Chairman Maurice Watson. Phoenix Eric… Read More →

WGM Associates hires Gary Williams as CFO

technology

WGM Associates, a Scottsdale-based information technology consulting, security and application development firm, has hired Gary Williams to fulfill the newly created role of Chief Financial Officer. Williams brings extensive executive financial and technology experience to WGM including two decades of finance and operational experience from the world’s largest technology firms as well as significant expertise… Read More →

Increase cash flow and bottom line in 2015

business practices

As 2014 comes to a close it is important to reevaluate your business model and consider the steps you need to take in the New Year to increase cash flow and boost your bottom line. Cash flow is crucial to a company’s survival. Having sufficient funds on hand will not only ensure that creditors, employees… Read More →

3 retirement essentials for 2015

Employer Retirement Plans in Phoenix, Ariz.

Wow, what an amazing market ride over the last few years!  Running on tracks laid by an unprecedented Federal Reserve monetary easing program, the market has once again run to new all-time highs and appears to still have some steam. Or does it? While no one really knows the answer to this, it is important… Read More →

4 reasons why retirees don’t need a nest egg

Key Elements to Retirement Planning

We are quickly coming to a reckoning in this country regarding the well-being of retirees, says Jeff Bucher, a financial advisor who helps working-class Americans plan their golden years. “I suppose it’s cliché for the head of a financial firm to say that he cares for his community, but we really do put our money… Read More →

UMB acquires Marquette Financial Companies

A Guide to Applying for a Bank Loan

UMB Financial Corporation (Nasdaq: UMBF), a $16.3 billion diversified financial holding company as of September 30, 2014, headquartered in Kansas City, Mo., and the Pohlad family of Minneapolis, Minn., announced the execution of a definitive agreement for UMB to acquire Marquette Financial Companies (MFC), a $1.3 billion financial-services company owned by the Pohlad family, in… Read More →