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Whether you are looking for ideas from the industry or emerging trends, you can read about it here. Once in a while, you may find a book review or some other surprise. Keep checking in. We’re glad to have you reading along.

 

Tuesday, November 26, 2019

What do the recent custodial industry titan moves and comments of last week mean to RIA’s, the financial services industry, and most importantly the clients they serve? From where I sit, they all point to a recognition of the...

 

Thursday, September 5, 2019

Over the last nearly 20 years I have helped hundreds of clients direct countless dollars into all types of investments. My experience with all those investors taught me that to be successful in investing and above all else, you need to...

 

Tuesday, August 6, 2019

Self-employment is on the rise. Statistically speaking, the estimated total of self-employed individuals has been steadily increasing and will continue to do so over the next few years (some estimates claimed 42 million people would...

 

Tuesday, July 16, 2019

My wife Susie and I have been blessed with two healthy and great kids, Nicki and Will. Nicki just graduated from the University of Montana with a teaching degree and Will is starting his sophomore year at NAU getting a degree in...

 

Wednesday, June 5, 2019

April 3rd, 2019 is a day I will never forget. My wife (37 weeks pregnant at the time) had a routine ultrasound the day prior, or so we thought. Instead, she left her appointment with a follow-up appointment scheduled for a fetal echo...

 

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Friday, May 10, 2019

With the April tax deadline now passed, most of us (or, at least those who have already filed their returns) have seen the impact of the Tax Cuts and Jobs Act. The results and feedback have been mixed so far. For small business owners,...

 

Thursday, December 20, 2018

Owning and operating a business can be an unbelievably rewarding endeavor. With e-commerce sites, affiliate marketing, and sales channels like Amazon, new businesses are popping up every day. The motivating factors for launching a...

 

Thursday, April 5, 2018

If you're looking for a "quick fix" or "crystal ball" to provide long term financial growth, you won't like what I'm about to say. However, if you want a proven strategy to achieve financial goals, here are my 3 Ingredients for winning...

 

Wednesday, November 15, 2017

I really enjoyed my time volunteering with Junior Achievement the last couple of weeks! I started teaching class to the high schoolers at Metro Tech High in Phoenix; preparing the kids for participating in the Stock Market Challenge....

 

Tuesday, October 24, 2017

The Problem With Commissions on Money Management Services

 

Thursday, July 6, 2017

I am unbelievably excited to share the game changing financial resource management offering that Prism Investment Management is now officially delivering to its clients! After several years of hard work and heavy lifting, the finishing...