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…
If you think young people don’t know how to manage money and pay down their credit cards, then you should think again. A new study from the W. P. Carey…
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…
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…
Miller/Russell & Associates, one of the leading independent investment advisers in the Southwest, announced today that four key executives have been made partners of the firm. Miller/Russell & Associates moved…
Miller/Russell & Associates, one of the leading independent investment advisers in the Southwest, announced today that four key executives have been made partners of the firm. Miller/Russell & Associates moved…
Taxes account for the most expensive burden you’ll experience in your lifetime, says engineer-turned-independent financial planning coach Rao K. Garuda. In addition to federal, state, city and death taxes, there…
Although we live in the richest and most advanced society the world has ever known, many of us say we need more money in order to be happy, notes best-selling…
The IRS recently announced that, beginning with the 2014 tax filing season, they will use a “state of celebration” standard for recognizing same-sex marriages. Consequently, any same-sex couple possessing a…
As Baby Boomers begin entering retirement, some may find themselves unprepared for the transition. New research from the University of Missouri indicates that spouses tend to have similar levels of…
“Age 85 is a bad time to go broke,” says expert retirement planner Jeff Gorton. Personal savings, various investments and, yes, Social Security may prove to be short of what…
IO, a global leader in software-defined data centers, today announced Michael Berry has joined the company as Chief Financial Officer. Mr. Berry will be responsible for financial planning and analysis,…
