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 … Continue reading

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 … Continue reading

“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 … Continue reading

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: According to the article: Decades of combined experience and a … Continue reading

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 … Continue reading