investing Archives

Most High-Net Worth Arizonans Enjoy Hobby Investing


BMO Private Bank today released the results of a study on high-net worth Arizonans (those with at least $1 million in investable assets) and hobby (or passion) investing. The study, the fifth and last in a series by BMO Private Bank examining trends among the affluent, found that half of the state’s wealthy engage in… Read More →

Now is the time to invest in Arizona


It used to be when I traveled to different business meetings across the country, people would ask me about Arizona’s politics. While we still have reputation issues to repair, the questions I’ve been getting recently are more focused on the buzz they’re hearing about our growing technology sector. There’s good reason Arizona is getting noticed… Read More →

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… Read More →

Do You Have An Investment Style?

Investment Style

Many investors rely on their expertise, or their advisors’ expertise, to develop and follow an investment style. These styles are important and can help provide direction and assist in making investment decisions. Investment styles are developed based on many factors, including age, gender, income, family, wealth, tax situation and previous investment experience. These factors play… Read More →

Time Value Of Money And Planning

value of money

Understanding the general concept of the time value of money can help consumers plan appropriately for future needs and today’s wants. This concept applies to how a consumer may save, invest and make decisions on lending needs. Many of us are familiar with the idea that the earlier one starts saving the more he or… Read More →