All Financial Management Articles

8 types of loans that don’t involve real estate

26 Nov, 2018

Looking for a business loan that doesn’t tie up your real estate? Here’s a guide to eight different types of…

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How to keep your spirits – and bank account – full this holiday season

22 Nov, 2018

The most wonderful time of the year is almost here! The holiday season is filled with family time, joy and…

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How to avoid capital gains tax on investment properties

19 Nov, 2018

They say that the only things in life that are certain are death and taxes. While this may be true…

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How to cash in on alternative investments

8 Nov, 2018

When a bull market weans and traditional markets are volatile, having an allocation to alternative funds and direct investment access…

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REDW joins with Mack & Rohwedder to expand practice

3 Nov, 2018

REDW LLC (REDW), one of the Southwest’s 10 largest certified public accounting and business consulting firms, announced today that Phoenix-based…

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Robots won’t replace financial advisors: Here’s why

2 Nov, 2018

Some have heralded robo-advisors as the “future of investing,” but computer algorithms won’t replace human financial advisors. These low-cost, digital…

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The right and wrong ways to use your business credit card

31 Oct, 2018

When your business gets its first credit card, you might be tempted to go on a spending spree that rivals…

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The best ways and apps students can use to save money

23 Oct, 2018

Going to college is an excellent opportunity for many young adults all over the world. However, for some, the cost…

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SagePoint Financial adds $240M in client assets

17 Oct, 2018

Phoenix-based SagePoint Financial (SagePoint), a financial services firm with more than 1,900 advisors nationwide, today announced that it has added $240…

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Retirement savings tips for your 20s, 30s and beyond

4 Oct, 2018

Saving for your retirement looks very different at age 30 compared to age 60 – your resources and risk tolerance…

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