Financial Management Archives

Miller Russell Associates expands company

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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

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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

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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 →

Guttman Financial Group offers well-being workshop

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Jerry Guttman of the Guttman Financial Group will be offering a free seminar on the topic, “Financial Blunders – Lessons We Never Learn.” The seminar will take place on Tuesday, June 30 from 6:30pm – 8:00pm at the Hampton Inn Suites, 8408 West Paradise Lane in Peoria. The seminar is open to people of all… Read More →

REDW Stanley Financial Advisors makes top firms list

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REDW Stanley Financial Advisors LLC, an SEC registered subsidiary of REDWLLC,  has made CNBC’s list of the Top 100 Fee-Only Wealth Management Firms.  Coming in at number 90 nationwide, REDW Stanley is the only NM and AZ firm to make the list.  REDW Stanley  is a subsidiary of REDWLLC, one of the Southwest’s 10 largest… Read More →

UMB Financial finalizes acquisition of Marquette

Vestar Development Investment

UMB Financial Corporation, a $16.7 billion diversified financial holding company, headquartered in Kansas City, Mo., has completed the acquisition of Marquette Financial Companies (MFC), a $1.4 billion financial-services company owned by the Pohlad family, in an all-stock transaction. With this deal, UMB has acquired 13 branches in Arizona and Texas, two national specialty lending businesses… Read More →

What to do if you’re a victim of IRS data breach

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The Internal Revenue Service (IRS) announced Tuesday that a brute force hacking attempt has compromised approximately 104,000 taxpayer accounts through the utilization of the “Get Transcript” tool located on IRS.gov.  Hackers utilized information gleaned from black market sources to answer identity verification questions and receive confidential information from the IRS system.  The IRS reports that… Read More →

Longer-term car loans gain popularity in Arizona

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When Tucson resident Valerie Vinyard purchased a new car in 2010, she expected to take out a five-year loan, but the dealership presented her with a longer financing option to reduce her monthly payments. Vinyard opted for a six-year car loan to reduce her payments to about $200 a month, which shaved off $50 to… Read More →

Foster financial clarity before wedding, expert warns

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With June coming up, wedding season is fast approaching.  Couples of all ages are working out the final details before they walk down the aisle. However, older or more financially settled people, who may be on a second (or third) marriage, may need to take a few additional steps to ensure the well-being of their… Read More →

Understanding the pros and cons of cash advances

Money Crunch

Small business growth can benefit from efficient access to capital, yet there are numerous challenges making it difficult for small business to secure such capital. Owners are often time and resource constrained, and the traditional borrowing process is time consuming and burdensome. Access to more traditional loans is also challenging in part because it is… Read More →

FirstBank expands with North Scottsdale branch

FirstBank opened a new branch at the corner ofScottsdale Road and Pinnacle Peak on May 13th and will host aribbon cutting on May 28

FirstBank Holding Company, a holding company with multiple banking locations throughout Arizona, announced the opening of its newest branch in north Scottsdale at 23399 N. Scottsdale Rd., Ste. E101, Scottsdale, AZ 85255.  The major cross streets are Scottsdale Road and Pinnacle Peak.  The 4,000 square-foot location officially opened on May 13th and marks FirstBank’s 16th… Read More →

FEI president hopes to help Arizona chapter give back

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Adam Miller brought a broad range of experiences in finance, accounting, auditing, personnel, real estate, manufacturing and operational management to his role as president of the Arizona Chapter of Financial Executives International (FEI). Miller became CFO of Barron Lighting Group in 2010 and has helped the company achieve double-digit growth in the years since joining… Read More →

How will Obama plan impact financial planners, consumers?

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President Obama recently announced a “new” ruling requiring financial advisors to put their clients’ interests above their own. Sounds like a good thing, right? Not so fast. “We have ongoing concerns that the Department of Labor and the White House have completely ignored the existence of the robust regulatory regime under the SEC and (Financial… Read More →

AXA Advisors Southwest awards scholarships

Dillan Micus

AXA Advisors Southwest, a leading provider of financial services for consumers and businesses, has announced that Anvita Gupta, a high school senior attending BASIS in Scottsdale, will receive $25,000 as a national winner of the 2015 AXA Achievementsm Scholarship in association with U.S. News & World Report.  Gupta is one of 52 students – one… Read More →