• This Year's Tax Increases and Year End Planning - Read Article

    This Year's Tax Increases and Year End Planning

    2013-11-28T08:55:56-07:00

    Can you believe it is already Thanksgiving?  Like many investors, this may be the time of year that you start reviewing your finances and making final adjustments.  In order to…

  • Leadership spotlight: Theresa Chacopulos - Read Article

    Leadership spotlight: Theresa Chacopulos

    2013-11-06T06:44:18-07:00

    Theresa Chacopulos Senior vice president and senior financial advisor Wells Fargo Advisors LLC wellsfargoadvisors.com Chacopulos was ranked among Barron’s Top 1,000 Financial Advisors for 2013 and was ranked No. 1…

  • How accounting can add to the bottom line - Read Article

    How accounting can add to the bottom line

    2013-11-04T11:03:20-07:00

    In today’s world, where companies are evaluating every aspect of business to try to cut costs, few are looking at their accounting departments for ways to save money. The billing…

  • Popular IRAs Have Dark Downsides, Experts Warn - Read Article

    Popular IRAs Have Dark Downsides, Experts Warn

    2013-10-24T08:39:18-07:00

    IRAs and annuities are growing in popularity as retirement investment options, according to recent surveys, but three financial experts warn they can have serious disadvantages. “Last year, four out of…

  • Taxpayers Should Take Advantage of IRS Changes - Read Article

    Taxpayers Should Take Advantage of IRS Changes

    2013-10-21T16:05:40-07:00

    Unlike last year, tax planning for 2013 is not hampered by uncertainties over alooming fiscal cliff. Unfortunately, there is always some uncertainty and a few expiring provisions to warrant special…

  • Politics or Economics? - Read Article

    Politics or Economics?

    2013-10-13T10:06:33-07:00

    Within the last few years we’ve experience a major cross over between politics and economics. Is this a good or a bad thing? Many economists believe that more political intervention…

  • United Capital acquires Arizona firm - Read Article

    United Capital acquires Arizona firm

    2013-10-10T05:33:05-07:00

    United Capital Financial Advisers, LLC (“United Capital”) continues its expansion in the Southwest, announcing the acquisition of a Scottsdale-based wealth management firm. Founded in 1998 by husband-and-wife partners, Brotherton Investment…

  • 5 Tips To Get The Best Mortgage Rate - Read Article

    5 Tips To Get The Best Mortgage Rate

    2013-09-19T13:50:49-07:00

    No. 1: Establish a baseline. Call a lender and have your credit pulled. Do a full application and establish what you can and should be borrowing. No. 2: Contact a…

  • The Impact of Market Influences - Read Article

    The Impact of Market Influences

    2013-09-15T11:05:25-07:00

    Many investors often question what influences the markets and what influences are most critical to pay attention to. There is no easy answer because there are several factors that can…

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