Financial Management Archives

How to raise financially responsible kids

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It is never too early to start raising financially responsible kids by teaching them about how money works, to better prepare them for adulthood. Eric Palmer, a financial educator with Outlook Advisors, recommends and gives tips that will help parents start incorporating their child in the life of finances as early as they can. Tip 1:… Read More →

Brokers Alliance forms partnership with Omega IM Group

From left to right, Dr. Timothy Fussell, president and CEO of Omega IM Group with David Racich, CEO of Brokers Alliance, and Eric Palmer, CMO of Brokers Alliance. (Photo: Tim Fussell)

Omega IM Group, LLC, a division of Omega Financial Corporation a Miami-based publicly traded financial services holding company, has announced an exclusive marketing partnership with Fountain Hills-based Brokers Alliance. “We share a common core value to do the right thing for our clients,” said Eric Palmer, chief marketing officer of Brokers Alliance. “We both leverage technology without… Read More →

Miller Russell Associates expands with new hires

finance

Wealth management firm Miller Russell Associates hired a new investment analyst and client associate, while promoting seven of its team members within the firm. Matthew White joins Miller Russell Associates as an investment analyst. His primary focus is on the firm’s investment research and due diligence efforts.  Prior to joining the firm, White served as an investment analyst… Read More →

LearnVest expands its presence at SkySong

LearnVest

LearnVest, a financial planning company that provides fee-based financial advisory services, is expanding its presence at SkySong, The ASU Scottsdale Innovation Center. The company, which chose SkySong in 2014 as its first satellite location outside of its New York headquarters, is occupying a larger space in the SkySong 2 building, expanding from about 5,000 square-feet… Read More →

Miller Russell Associates earns Top 10 ranking

Miller Russell Associates

Miller Russell Associates, a Phoenix-based investment advisor and wealth management firm, was recently ranked by AdvisoryHQ on its 2016 list of the top 10 financial advisors in Phoenix and Scottsdale. AdvisoryHQ conducts extensive research to identify and rank the best banks, investment and financial advisors, online brokerages, credit and lending providers and a wide range… Read More →

Gabriel Partners expands into Downtown Phoenix

Downtown Phoenix

An Ohio-based technology based anti-money laundering company, Gabriel Partners, expanded into Phoenix with plans of moving 20 employees downtown as well as up to 80 more by the end of the year. Savills Studley represented Gabriel Partners in its long-term lease agreement for the full 19,202 square-foot 22nd floor of 40 North Central Avenue in… Read More →

Should sales get involved in collections?

Money Crunch

Companies are always looking to streamline operations and cut costs. This often leads to employees wearing many hats – but where do you draw the line? Whether sales should get involved in collections largely depends on your company: its culture, the industry, your customers, and a host of other concrete facts that need to be… Read More →

Miller Russell Associates named to prestigious list

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Phoenix investment advisor and wealth manager Miller Russell Associates was recently ranked on the WealthManagement.com’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

startup

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

lawyers

Each year, Az Business magazine and BestCompaniesAZ chooses 40 companies as winners of Arizona’s Most Admired Companies Awards. A crowd of more than 400 people packed the Chateau Luxe in Phoenix Thursday September 10, 2015 to honor the 40 companies who were named Arizona’s Most Admired Companies for 2015. When developing the Most Admired Companies program, the primary goal of Az… Read More →

Mark D. Young joins CKS Advisors

Mark

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

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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 →