Financial Advisor Scottsdale

What’s Under the Hood of My 401(k)?

Not all 401(k)s are created equal. Much like understanding the basic components of the parts under the hood of your car, you should generally be aware of the basic parts of your 401(k) plan to ensure that you know its strengths and weaknesses and can plan your finances accordingly.
Benefits of a 401(k)
Free Money
A […]

By |June 16th, 2017|Blog, Financial Advisor Scottsdale|Comments Off on What’s Under the Hood of My 401(k)?|

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|

“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”|

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?|

Financial Planner or Investment Manager – Which do I need?

Finding a trustworthy financial advisor can feel like a daunting task. Whether you have worked with financial professionals in the past or are delving into investing and financial management services for the first time, it’s important to be knowledgeable about the process and different services available. This will help you ask better questions of […]

By |November 18th, 2016|Financial Advisor Scottsdale|Comments Off on Financial Planner or Investment Manager – Which do I need?|

How Much Do You Need to Save for Retirement?

We would all like to win the lottery and, as a result, supposedly live carefree; for most, if not the vast majority of us, the probability of winning a fortune is small, although a pleasant thought, and represents irresponsible financial planning. That is why we believe that every person should save for retirement, and […]

By |October 22nd, 2016|Financial Advisor Scottsdale|Comments Off on How Much Do You Need to Save for Retirement?|

Financial Planner or Investment Manager – Which do I need?

Finding a trustworthy financial advisor can feel like a daunting task. Whether you have worked with financial professionals in the past or are delving into investing and financial management services for the first time, it’s important to be knowledgeable about the process and different services available. This will help you ask better questions of […]

By |September 15th, 2016|Financial Advisor Scottsdale|Comments Off on Financial Planner or Investment Manager – Which do I need?|