• 3 Tax Tips for 2017 - Read Article

    3 Tax Tips for 2017

    2017-01-25T14:50:10-07:00

    Dale A. Walters, a CPA who is one of the leaders at KeatsConnelly, offers these tax tips for 2017: 1. Be aware that a number of tax forms have new…

  • Tips to identify student loan repayment scams - Read Article

    Tips to identify student loan repayment scams

    2017-01-12T10:50:37-07:00

    With the U.S. Department of Education reporting that more than 40 percent of all borrowers are late or in default, it’s no wonder fake or unethical student debt relief companies…

  • MRA Associates recognized on prestigious list - Read Article

    MRA Associates recognized on prestigious list

    2016-12-16T12:50:37-07:00

    Phoenix-based MRA Associates, an independent wealth management firm, was recently recognized in the Best Places to Work in Money Management list by Pensions & Investments Magazine of firms with less than 50 employees.…

  • Capital Lending Partners acquires Hanson Capital - Read Article

    Capital Lending Partners acquires Hanson Capital

    2016-12-01T12:50:29-07:00

    Capital Lending Partners LLC, an Arizona mortgage banking company acquired Arizona-based private mortgage lender, Hanson Capital LLC in early November. Founded by Chris Hanson in 2008, Hanson Capital focuses on…

  • Using crayons to learn how to manage credit - Read Article

    Using crayons to learn how to manage credit

    2016-11-08T11:50:53-07:00

    Alisa Glutz has worked in the mortgage business and credit industry for over a decade, as a broker and now as a licensed mortgage professional, currently at the Scottsdale-based Cherry…

  • KeatsConnelly appoints Sally A. Taylor as CEO - Read Article

    KeatsConnelly appoints Sally A. Taylor as CEO

    2016-11-03T09:50:08-07:00

    Phoenix-based KeatsConnelly, the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dreams of a cross-border lifestyle, appointed Sally A. Taylor to…

  • CBRE report identifies Phoenix as ‘new city of finance’ - Read Article

    CBRE report identifies Phoenix as ‘new city of finance’

    2016-11-02T08:50:02-07:00

    The U.S. financial services industry, faced with heightened regulations and competition for skilled labor from technology companies, increasingly is finding the workers it needs by expanding to cities like Phoenix,…

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