Jason Miller Archives

Portfolio risk vs. achievement of goals


Risk tolerance is often the first subject wealth advisors assess when trying to help investors create the ideal asset allocation mix. As a result, determining individual risk thresholds becomes the foundation for portfolio planning. But can this focus on risk actually interfere with the attainment of personal financial objectives? In determining the appropriate asset allocation… Read More →

BMO Private Bank Boosts AZ Senior Staff

A Guide to Applying for a Bank Loan

BMO Private Bank announced new senior staff additions and promotions at the wealth management firm’s Arizona offices, which serve high-net-worth individuals, family-owned businesses, endowments and foundations throughout the Western United States. • Ashley Ober is now serving as managing director of the greater Phoenix market, overseeing strategic development and delivery of wealth management services provided… 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 →