The holiday shopping season begins in earnest on Black Friday—and stretches into 2018 with post-Christmas sales. If you’re not careful, this five-week period of holiday cheer can wreck your finances. Americans…
Although details of your legal and financial information are meant to be confidential, don’t keep it a secret from your spouse or beneficiaries. Creating a personal document locator will guide…
The New Year is a time of optimism, often marked with lofty resolutions to lose weight, kick bad habits, pay off debt and save money. However, the glow of Jan.…
A market correction is a decline of at least 10% of a stock, bond, or commodity market index from its highest point – and we haven’t had one in an…
Wells Fargo Private Bank marked the opening of a new and expanded office space in Chandler, Ariz., with a ribbon cutting ceremony earlier in the month that was attended by…
Chris Loeffler Co-founder and CEO Caliber – The Wealth Development Company Background: As a co-founder and CEO of Caliber, Loeffler has created a wealth-building platform that offers accredited investors direct…
M. Todd Smith Chair of Quarles & Brady’s local Estate, Trust & Wealth Preservation Practice Group Quarles & Brady LLP Background: Smith focuses his practice on estate planning, probate and…
Trevor Wilde Managing director Wilde Wealth Management Group Background: A nearly 20-year-veteran of the industry, Wilde launched Wilde Wealth Management with his father, Bill, in 2003. A privately owned, independent…
Calvin Goetz Co-founder and president Strategy Financial Group Background: Financial adviser, retirement wealth strategist, co-founder of Strategy Financial Group and author of “Climbing the Retirement Mountain,” Calvin Goetz is an…
Liz Shabaker Principal and chief operating officer Versant Capital Management, Inc. Background: Shabaker is a member of the national Schwab Advisor Services Advisory Board, a board member of the Central…
Lennard van der Feltz Founding partner Pinnacle Financial Advisors Background: As founding partner of Pinnacle Financial Advisors, Lennard van der Feltz, CFP, MSM, MBA delivers creative financial solutions to clients…
Arthur Doglione President and senior managing director Alpha Fiduciary Background: Doglione is an industry veteran with more than 20 years’ experience working with high-net-worth clients. He has an extensive background…
