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So far Alpha Fiduciary has created 80 entries.

Why It Pays to Use a 529

If you are the proud parent or grandparent of a newborn baby, one of your most important goals is probably to help prepare for college expenses. But what is the best way to do this? While you may have considered setting up a custodial account, using a prepaid tuition plan, or hoping for a […]

By |May 18th, 2017|Blog, Financial Advisor Scottsdale|Comments Off on Why It Pays to Use a 529|

To Be or Not to Be…A College Grad?

When you consider that Americans owe more than $1 trillion in student loan debt and that the average class of 2016 graduating student held over $37,000 of debt, it begs the question, “Does going to college make financial sense for my child?” Of course there are other factors to think about beyond finances, such […]

By |May 4th, 2017|Blog|Comments Off on To Be or Not to Be…A College Grad?|

What is Your Legacy?

When people start planning their estates, they often think about who gets the IRA, the car, the house, etc., and how much to leave to specific individuals. But almost immediately, another thought arises: How will an inheritance affect the recipient(s)?  It’s not a casual consideration, as studies have shown that when heirs receive significant […]

By |April 6th, 2017|Blog, Financial Consultant Scottsdale|Comments Off on What is Your Legacy?|

“Survey says!”

How Surveys could help you transfer wealth successfully.
If you’ve watched daytime TV at all over the past few decades, you’ve likely ended up watching at least one episode of Family Feud. In this popular game show, two families are pitted against each other to score points by attempting to choose the most common answer […]

By |March 23rd, 2017|Blog, Financial Advisor Scottsdale|Comments Off on “Survey says!”|

Alpha Fiduciary added to list of “Top 11 Financial Advisors in Phoenix and Scottsdale”

Alpha Fiduciary has been named to AdvisoryHQ’s list of the “Top 11 Financial Advisors in Phoenix & Scottsdale, AZ (2017 Ranking).”

The full article can be read here:

Top 11 Financial Advisors in Phoenix & Scottsdale, AZ | 2017 Ranking | Phoenix & Scottsdale Wealth Managers

According to the article:

Decades of combined experience and a commitment to keeping up with the ever-changing global markets make Alpha Fiduciary a top choice when it comes […]

By |March 9th, 2017|Financial Advisor Scottsdale|Comments Off on Alpha Fiduciary added to list of “Top 11 Financial Advisors in Phoenix and Scottsdale”|

Do You Need Long-Term Care Insurance?

It’s an unpleasant thought, but the time may come where you can no longer function as an independent adult. Like any other machine, the human body starts to break down after a while. Your cognitive function can become impaired, and daily self-care can become overwhelming. In our culture of extreme independence, it may also […]

By |March 9th, 2017|Investment Advisor Scottsdale|Comments Off on Do You Need Long-Term Care Insurance?|

So You’re a Trustee. Now what?

It can be a great honor to be named trustee of your family’s or another person’s trust. You may also have named yourself trustee for a trust you funded for the benefit of your heirs because you want to maintain control of the account until the assets are distributed. But did you know that […]

By |February 23rd, 2017|Blog, Financial Consultant Scottsdale|Comments Off on So You’re a Trustee. Now what?|

How Can You Know if Your Financial Advisor is a Fiduciary?

What is a Fiduciary?
Do you know if your financial advisor is a fiduciary? Simply put, a fiduciary must put your interests ahead of his or her own. You might have assumed that your financial advisor or broker was always thinking of your interests only, but in fact, many people who use the name “advisor” […]

By |February 9th, 2017|Financial Advisor Scottsdale|Comments Off on How Can You Know if Your Financial Advisor is a Fiduciary?|

Is Your Advisor Providing True Wealth Management or Just a Commodity?

Many professionals use titles like Financial Advisor, Financial Consultant, Wealth Manager, etc., to describe the value they offer. But in many cases you might be surprised to learn the limitations of their services. At Alpha Fiduciary, we feel strongly that your wealth manager must integrate financial planning, investment consulting, and relationship management to provide […]

By |December 16th, 2016|Financial Advisor Scottsdale|Comments Off on Is Your Advisor Providing True Wealth Management or Just a Commodity?|

Is Your Wealth Management Firm Conflicted?

Have you ever taken your car to the shop for something minor, like a routine oil change, and walked away with a laundry list of things that desperately need fixing before your vehicle falls apart? If you’re not knowledgeable on the mechanics of your car, that lengthy list can feel overwhelming and may even […]

By |December 2nd, 2016|Financial Consultant Scottsdale|Comments Off on Is Your Wealth Management Firm Conflicted?|