Investment Advisor Scottsdale

Core-Satellite Investing: The Best of Both Worlds?

One of the biggest debates among financial professionals, investment advisors, and investors is whether you should invest in only “passive” index funds or use so-called “active” strategies to get the best returns for your portfolio. If you’re wondering which approach Alpha Fiduciary believes in, the answer is, “it depends.”
Passive Investing
Passive investing generally involves buying […]

By |June 7th, 2017|Blog, Investment Advisor Scottsdale|Comments Off on Core-Satellite Investing: The Best of Both Worlds?|

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?|

How are the Various Types of Retirement Accounts Taxed?

Plenty of people know they have an IRA, 401(k), or another retirement account, but it’s likely that many of them don’t understand the tax implications of their own account. As financial consultants, Alpha Fiduciary often advises clients on how their retirement accounts work so they can avoid expensive mistakes and lost opportunities. The below […]

By |October 8th, 2016|Investment Advisor Scottsdale|Comments Off on How are the Various Types of Retirement Accounts Taxed?|