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...Read More
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.
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,...Read More
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...Read More
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....Read More
The Problem With Commissions on Money Management ServicesRead More
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...Read More