Tag Archives: AXA Advisors

Az Business honors Most Admired Companies

azbigmedia_MAC_srp2014-008
azbigmedia_MAC_srp2014-008
azbigmedia_MAC_srp2014-005
azbigmedia_MAC_srp2014-005
azbigmedia_MAC_srp2014-006
azbigmedia_MAC_srp2014-006
azbigmedia_MAC_srp2014-010
azbigmedia_MAC_srp2014-010
azbigmedia_MAC_srp2014-011
azbigmedia_MAC_srp2014-011
azbigmedia_MAC_srp2014-009
azbigmedia_MAC_srp2014-009
azbigmedia_MAC_srp2014-013
azbigmedia_MAC_srp2014-013
azbigmedia_MAC_srp2014-010
azbigmedia_MAC_srp2014-010
azbigmedia_MAC_srp2014-014
azbigmedia_MAC_srp2014-014
azbigmedia_MAC_srp2014-011
azbigmedia_MAC_srp2014-011
azbigmedia_MAC_srp2014-015
azbigmedia_MAC_srp2014-015
azbigmedia_MAC_srp2014-012
azbigmedia_MAC_srp2014-012
azbigmedia_MAC_srp2014-013
azbigmedia_MAC_srp2014-013
azbigmedia_MAC_srp2014-017
azbigmedia_MAC_srp2014-017
azbigmedia_MAC_srp2014-014
azbigmedia_MAC_srp2014-014
azbigmedia_MAC_srp2014-015
azbigmedia_MAC_srp2014-015
azbigmedia_MAC_srp2014-019
azbigmedia_MAC_srp2014-019
azbigmedia_MAC_srp2014-020
azbigmedia_MAC_srp2014-020
azbigmedia_MAC_srp2014-017
azbigmedia_MAC_srp2014-017
azbigmedia_MAC_srp2014-021
azbigmedia_MAC_srp2014-021
azbigmedia_MAC_srp2014-018
azbigmedia_MAC_srp2014-018
azbigmedia_MAC_srp2014-023
azbigmedia_MAC_srp2014-023
azbigmedia_MAC_srp2014-035
azbigmedia_MAC_srp2014-035
azbigmedia_MAC_srp2014-024
azbigmedia_MAC_srp2014-024
azbigmedia_MAC_srp2014-025
azbigmedia_MAC_srp2014-025
azbigmedia_MAC_srp2014-022
azbigmedia_MAC_srp2014-022
azbigmedia_MAC_srp2014-027
azbigmedia_MAC_srp2014-027
azbigmedia_MAC_srp2014-025
azbigmedia_MAC_srp2014-025
azbigmedia_MAC_srp2014-026
azbigmedia_MAC_srp2014-026
azbigmedia_MAC_srp2014-029
azbigmedia_MAC_srp2014-029
azbigmedia_MAC_srp2014-030
azbigmedia_MAC_srp2014-030
azbigmedia_MAC_srp2014-049
azbigmedia_MAC_srp2014-049
azbigmedia_MAC_srp2014-031
azbigmedia_MAC_srp2014-031
azbigmedia_MAC_srp2014-028
azbigmedia_MAC_srp2014-028
azbigmedia_MAC_srp2014-032
azbigmedia_MAC_srp2014-032
azbigmedia_MAC_srp2014-034
azbigmedia_MAC_srp2014-034
azbigmedia_MAC_srp2014-031
azbigmedia_MAC_srp2014-031
azbigmedia_MAC_srp2014-036
azbigmedia_MAC_srp2014-036
azbigmedia_MAC_srp2014-033
azbigmedia_MAC_srp2014-033
azbigmedia_MAC_srp2014-037
azbigmedia_MAC_srp2014-037
azbigmedia_MAC_srp2014-038
azbigmedia_MAC_srp2014-038
azbigmedia_MAC_srp2014-039
azbigmedia_MAC_srp2014-039
azbigmedia_MAC_srp2014-036
azbigmedia_MAC_srp2014-036
azbigmedia_MAC_srp2014-042
azbigmedia_MAC_srp2014-042
azbigmedia_MAC_srp2014-016
azbigmedia_MAC_srp2014-016
azbigmedia_MAC_srp2014-038
azbigmedia_MAC_srp2014-038
azbigmedia_MAC_srp2014-043
azbigmedia_MAC_srp2014-043
azbigmedia_MAC_srp2014-044
azbigmedia_MAC_srp2014-044
azbigmedia_MAC_srp2014-009
azbigmedia_MAC_srp2014-009
azbigmedia_MAC_srp2014-045
azbigmedia_MAC_srp2014-045
azbigmedia_MAC_srp2014-046
azbigmedia_MAC_srp2014-046
azbigmedia_MAC_srp2014-043
azbigmedia_MAC_srp2014-043
azbigmedia_MAC_srp2014-047
azbigmedia_MAC_srp2014-047
azbigmedia_MAC_srp2014-047
azbigmedia_MAC_srp2014-047
azbigmedia_MAC_srp2014-001
azbigmedia_MAC_srp2014-001
azbigmedia_MAC_srp2014-050
azbigmedia_MAC_srp2014-050
azbigmedia_MAC_srp2014-002
azbigmedia_MAC_srp2014-002
azbigmedia_MAC_srp2014-085
azbigmedia_MAC_srp2014-085
azbigmedia_MAC_srp2014-087
azbigmedia_MAC_srp2014-087
azbigmedia_MAC_srp2014-088
azbigmedia_MAC_srp2014-088
azbigmedia_MAC_srp2014-003
azbigmedia_MAC_srp2014-003
azbigmedia_MAC_srp2014-090
azbigmedia_MAC_srp2014-090
azbigmedia_MAC_srp2014-091
azbigmedia_MAC_srp2014-091
azbigmedia_MAC_srp2014-092
azbigmedia_MAC_srp2014-092
azbigmedia_MAC_srp2014-093
azbigmedia_MAC_srp2014-093
azbigmedia_MAC_srp2014-051
azbigmedia_MAC_srp2014-051
azbigmedia_MAC_srp2014-052
azbigmedia_MAC_srp2014-052
azbigmedia_MAC_srp2014-053
azbigmedia_MAC_srp2014-053
azbigmedia_MAC_srp2014-054
azbigmedia_MAC_srp2014-054
azbigmedia_MAC_srp2014-055
azbigmedia_MAC_srp2014-055
azbigmedia_MAC_srp2014-056
azbigmedia_MAC_srp2014-056
azbigmedia_MAC_srp2014-057
azbigmedia_MAC_srp2014-057
azbigmedia_MAC_srp2014-058
azbigmedia_MAC_srp2014-058
azbigmedia_MAC_srp2014-059
azbigmedia_MAC_srp2014-059
azbigmedia_MAC_srp2014-060
azbigmedia_MAC_srp2014-060
azbigmedia_MAC_srp2014-061
azbigmedia_MAC_srp2014-061
azbigmedia_MAC_srp2014-062
azbigmedia_MAC_srp2014-062
azbigmedia_MAC_srp2014-063
azbigmedia_MAC_srp2014-063
azbigmedia_MAC_srp2014-064
azbigmedia_MAC_srp2014-064
azbigmedia_MAC_srp2014-065
azbigmedia_MAC_srp2014-065
azbigmedia_MAC_srp2014-066
azbigmedia_MAC_srp2014-066
azbigmedia_MAC_srp2014-067
azbigmedia_MAC_srp2014-067
azbigmedia_MAC_srp2014-068
azbigmedia_MAC_srp2014-068
azbigmedia_MAC_srp2014-069
azbigmedia_MAC_srp2014-069
azbigmedia_MAC_srp2014-070
azbigmedia_MAC_srp2014-070
azbigmedia_MAC_srp2014-071
azbigmedia_MAC_srp2014-071
azbigmedia_MAC_srp2014-072
azbigmedia_MAC_srp2014-072
azbigmedia_MAC_srp2014-073
azbigmedia_MAC_srp2014-073
azbigmedia_MAC_srp2014-074
azbigmedia_MAC_srp2014-074
azbigmedia_MAC_srp2014-075
azbigmedia_MAC_srp2014-075
azbigmedia_MAC_srp2014-076
azbigmedia_MAC_srp2014-076
azbigmedia_MAC_srp2014-077
azbigmedia_MAC_srp2014-077
azbigmedia_MAC_srp2014-004
azbigmedia_MAC_srp2014-004
azbigmedia_MAC_srp2014-078
azbigmedia_MAC_srp2014-078
azbigmedia_MAC_srp2014-079
azbigmedia_MAC_srp2014-079
azbigmedia_MAC_srp2014-080
azbigmedia_MAC_srp2014-080
azbigmedia_MAC_srp2014-082
azbigmedia_MAC_srp2014-082
azbigmedia_MAC_srp2014-083
azbigmedia_MAC_srp2014-083

BestCompaniesAZ and Az Business magazine honored 40 companies at the 2014 Arizona’s Most Admired Companies award reception on September 11, 2014 at the Westin Kierland Resort.

Arizona’s Most Admired Companies are selected based on how a company has performed in the following areas: workplace culture, leadership excellence, corporate and social responsibility, customer opinion and innovation. Five companies were recognized with a “spotlight” award for each of the five categories.

CONGRATUALTIONS!

The five spotlight awards winners are:

Customer Opinion: Cresa
cresa-thumb
Quality Leadership: Kitchell
kitchell-thumb
Social Responsibility: Vanguard
vanguard-thumb
Innovation: Laser Spine Institute
lsi-thumb
Workplace Culture: GoDaddy
godaddy-thumb

“This is the most comprehensive and prestigious corporate awards program in Arizona because it recognizes the contributions and impact these ‘most admired companies’ bring to our state,’” says Denise Gredler, co-founder of the Most Admired Companies Program.

“These companies truly exemplify what it means to be a good corporate citizen,” says Cheryl Green, publisher of Arizona Business Magazine. “MAC winners consistently show strong leadership, a commitment to the communities in which they operate and concern for their employees and customers.”

This year’s presenting sponsors included Dignity Health of Arizona, National Bank of Arizona and Thunderbird International School of Global Management. Additional Event Sponsors include Charles Schwab, Progrexion, Ryan and Shutterfly.

The 40 companies named Most Admired Companies for 2014 were:

Adolfson & Peterson Construction
Alliance Residential Company
American Express
Arizona Diamondbacks
AXA Advisors
Banner Casa Grande Medical Center
Cancer Treatment Centers of America
CBRE, Inc.
Charles Schwab
Cresa Phoenix
Desert Diamond Casinos and Entertainment
DIRTT Environmental Solutions
Fennemore Craig
GoDaddy
Goodmans Interior Structurs
Grant Thornton
Harrah’s Ak-Chin Casino Resort
Homeowners Financial Group
Hyatt Regency Phoenix
Infusionsoft
International Cruise & Excursions, Inc.
Kitchell
LaneTerralever
Laser Spine Institute
Mayo Clinic
Miller Russell Associates
National Bank of Arizona
Phoenix Children’s Hospital
Quarles & Brady
Rider Levett Bucknall
Ryan, LLC
Scottsdale Lincoln Health Network
Shutterfly, Inc.
Sonora Quest Laboratories
Sundt Construction
The CORE Institute
Telesphere
UnitedHealthcare of Arizona
University of Advancing Technology
Vanguard

investing

Most people don’t have financial plans

Most of us put more effort into planning a vacation than planning our financial future.

According to a study issued by BMO Harris Financial Advisors, only 38 percent of Arizonans have a financial plan, yet a majority admit a financial plan plays a critical role in achieving key life goals, such as saving for a home and being comfortable in retirement.

“There’s an obvious disparity when it comes to financial plans – most people know they need one, but they don’t have one,” says Larry Skolnik, regional sales manager, BMO Harris Financial Advisors. “No matter your income level, a financial plan can be an essential component to achieving your financial goals and ensuring the fiscal security of you and your family.”

Experts say a financial plan helps people work towards their short and long-term goals, providing a roadmap that outlines the path from where they are today to where they want to be in the future.

“Everyone should have some type of financial plan,” says Jason Miller, vice president and director of financial planning – Western U.S., BMO Private Bank. “Whether you are just starting out in your working years or nearing retirement, a solid plan is crucial to reaching your goals and protecting yourself and your loved ones.”

One crucial mistake people is assuming that they cannot afford to create a financial plan and will do so when they are making more money in the future, says Lisa S. Jackson, a certified public accountant and financial advisor with Whitman & Jackson CPAs.

“There is no better time to start than immediately,” she says.

Miller says the goal of a financial plan is to understand exactly where you are today and where you want to be in the future and then determine the necessary steps to get from point A to point B. A financial plan should include an analysis of where you currently are and what risks and/or challenges you currently face, as well as an analysis of how likely you are to reach your financial goals. Common areas included in a financial plan may be:

  • Budgeting and cash flow management
  • Asset allocation and investment management
  • Retirement planning
  • Risk management (e.g. life insurance coverage, disability insurance coverage, long-term care, creditor protection, etc.)
  • Estate planning

“When establishing goals it is recommended to include dollar and time specific targets in order to regularly measure the plan with clarity,” says Mary Collum,  senior vice president and director of private banking, National Bank of Arizona.

“Staying true to the vision is very important and will take discipline on both the planner and individuals’ part. Circumstances such as consistent injections of savings for the future, coupled with a plan to enjoy life today and live within one’s means, will weigh in on how successful the plan is.”

One of the most important elements to consider is making sure your financial plan is comprehensive and takes into account various possible outcomes, experts say.

“One of the most important elements of a plan is to make sure you are testing the outcome of your goals based on various economic environments such as rising interest rates, inflation, economic expansion or deflation and unforeseen events,” says Curtis L. Smith, registered investment advisor and wealth advisor for Raymond James Financial Services.

Smith’s list of things to consider when establishing your financial plan include:

  • Asset and investment allocation
  • Retirement accumulation and retirement income forecasts
  • Risk management items (liability coverage, life, disability, long-term care and health insurance)
  • Estate and philanthropy planning
  • Your economic and lifestyle goals (retirement needs,  savings goals, housing goals, vacations, etc.)
  • Family legacy goals

Another mistake people make when establishing the goals for their financial plan is not looking at all their investment options.

“People can get too focused on one investment strategy and forget to look at all options,” says Erik Pedersen, vice president of AXA Advisors. “The one they are focused on might not be the most suitable to reach their goals.”

Once your goals and plan are established, experts say you must remember to keep your financial plan organic and revisit the plan often.

“Be sure to revisit the plan when your goals have changed or events have happened in your life such as marriage, divorce, loss of job, inheritance or children going off to college,” Pedersen says. “But, there is truly never a bad time to revisit your financial plan.”

Once established, it’s been proven that financial plans will keep you financially responsible and healthy. According to the BMO Harris Financial Advisors study, 85 percent of Americans who have a financial plan say those plans have helped them achieve their goals, and 61 percent wish they has created a financial plan sooner.

“We are quick to take our car into the shop when the engine light blinks, giving us peace of mind our vehicle will take us safely to the next destination,” Collum says.

“Take charge of your financial world with this same sense of urgency in order to create and ensure you are headed on a successful journey to your financial destination.”

Weekend Jetaway

Events That Give Back: Olive & Ivy Pink Light, Weekend Jetaway And More

Don’t believe the hype — good girls aren’t that into bad boys.

Given the choice, in fact, most women would choose George Clooney over Charlie Sheen any day of the week. Not to mention that all-time good guys Tom Hanks, Larry Fitzgerald and Phil Mickelson all look a lot happier than Nicolas Cage, Jesse James and Tiger Woods do these days.

So, why not show that special lady in your life just how good you can be by whisking her off to one of the many fabulous fall events focused on helping the local community?

Judging from these events, being a good boy has never looked so sexy.


Olive & Ivy Pink Light District — October 1 to 31

Pink Light District 2012Real men think — and drink — pink.

This October, as we celebrate Breast Cancer Awareness Month, Olive & Ivy is giving men throughout Scottsdale the chance to show their pinker side to the ladies in their lives with the addition of a “Pink Light District Menu” all month long.

“We have partnered with Belvedere Vodka and Chandon to create one of the most extravagant pink-themed menus in the Valley,” says Anita Walker of Fox Restaurant Concepts.

A portion of the proceeds from this menu throughout the entire month, including both fabulous food and delectable drink items, will be donated to the Arizona Institute for Breast Health’s Pink Light District, which glows just outside the restaurant patio each year starting on October 4.

“Throughout October, members of the Scottsdale community and beyond are invited to join the cause through this amazing menu, and can also sponsor their own pink light in honor of or in memory of a loved one touched by cancer as part of our annual Pink Light District too,” says Dr. Coral Quiet, co-founder of Arizona Institute for Breast Health, a local nonprofit organization headquartered in Scottsdale whose mission is to provide women who have been diagnosed with breast cancer a second opinion on treatment options completely free of charge.

Dinner under this pink glow of hope will soften any girl’s heart.

For more information about Olive & Ivy Pink Light District: aibh.org


The Weekend Jetaway — November 9

Weekend JetawayPrivate jet? Check!
Couture cocktails? Check!
Vegas vibe? Check!

This fall, set in a top-secret private jet hangar at the Scottsdale Airpark, is the first-ever Weekend Jetaway. The event will feature live music and gourmet food provided by some of Scottsdale’s top restaurants as well as cocktails, wine, beer and much more. During the glamorous evening, all guests will have the opportunity to try their luck with Vegas-style games of chance with one lucky group of winners earning the grand prize — an all-inclusive getaway on a private jet.

“Our aim was to model this after successful fly-away events being held across the nation,” says Dillan Micus, executive vice president of AXA Advisors, LLC – Southwest, title sponsor of the event. “And if you aren’t one of our lucky ‘jetaway’ winners, we’re also cooking up expansive silent and live auctions for everyone to leave feeling like a winner.”

The biggest winner of the evening, however, will be the Pat Tillman Foundation and other nonprofit beneficiaries of the event.

The second-biggest winner? You. At least, in your lady’s eyes.

For more information about the Weekend Jetaway: weekendjetaway.org


Play — November 10

Play at Salt River FieldsPlan now to Play all night with one of the Valley’s newest music and taste events. Set to kick off just after sunset at Salt River Fields, Play will feature a concert headlined by “Take Me Home Tonight” singer Eddie Money and will kick off with a sky full of fireworks. Plus, ultimate VIP tickets, which include access to an ultra-private post-event bonus concert, are also available. Hello, romance!

Restaurant and spirit vendors from all over the Valley will also offer a variety of gourmet foods and the opportunity to sample new wines from Butterfly Kiss, Rose’N’Blum and Stark Raving as well as premium spirits from Ketel One and Bulleit, among others. All event proceeds benefit the Boys & Girls Clubs of Greater Scottsdale.

“Through events like this, our Clubs are able to raise critical funds needed to offer more than 100 youth development programs emphasizing five core areas: the arts; character and leadership development; education and career development; health and life skills; and sports, fitness and recreation,” says Steve Davidson, CEO of the Boys & Girls Clubs of Greater Scottsdale.”

For more information about Play: bgcs.org