Correcting some Common Tax Misconceptions

By Sam Swift, CFA, CFP® Well, hello there. How’s that for a catchy title? You may have noticed that there hasn’t been a blog posted in several weeks now. With various work and personal travel plus some extra responsibilities around the office, I haven’t been able to put pen to paper (or fingers … [Read more...]

Letting Go

By Sam Swift, CFA, CFP® Spring cleaning is just around the corner for many, but being that I live in Tucson and we are pretty much in Spring from January-May my wife and I got started early last week. We never feel as if we keep too much stuff around, but that hypothesis was once again tested … [Read more...]

A Lesson Learned

By Sam Swift, CFA, CFP® I’m fortunate to be part of a year-long program this year focusing on leadership. I look forward to hearing different perspectives and how I might implement the lessons across my professional and personal life. But I bring this program up not to tell you about what’s in … [Read more...]

New Year Resolutions

By Sam Swift, CFA, CFP® Happy 2017! I’ve always been leery of New Year’s Resolutions—I say if you want to make a resolution to better yourself or your situation in some way, just start immediately. Nevertheless, we’ve always enjoyed marking arbitrary points in time as a society, so in that … [Read more...]

My Son is Making Me Think About Things Again

By Sam Swift, CFA, CFP® My mind has been focused on big ideas lately and like most things these days it’s my kid’s fault. I’m sad to say all the clichés are true about raising a child; they change your life, a child’s love is like no other, blah, blah, blah, etc. I’m not a super sentimental … [Read more...]

But what have markets done for me lately

By Sam Swift, CFA, CFP® We’re now more than seven months into the year, so I don’t think it hurts to check in on how various markets have performed in 2016. With the normal caveats—none of this means anything as far as actionable information for the future; the first seven months of 2016 is an … [Read more...]

Tucson

4011 E. Sunrise Dr.
Tucson, AZ 85718
Phone: (520) 733-1477
Fax: (520) 733-1488

Scottsdale

6929 Greenway Pkwy.
Ste.150
Scottsdale, AZ 85254
Phone: (480) 991-0401
Fax: (480) 991-0574

Flagstaff

150 W. Dale Ave.
Ste.1
Flagstaff, AZ 86001
Phone: (928) 226 -0868

Reno/Tahoe

4757 Caughlin Pkwy.
Ste.B
Reno, Nevada 89519
Phone: (775) 746-6255
Fax: (775) 746-6254

Santa Fe

215 W. San Francisco
Ste.202C
Santa Fe, NM 87501
Phone: (505) 982-3808

Denver

1228 15th St.,
Ste.300
Denver, CO 80202
Phone: (303) 296-2196
Fax: (303) 623-1144

Santa Monica

312 Arizona Ave.
Office 302
Santa Monica, CA 90401
Phone: (310) 319-6545
Fax: (520) 733-1488

Home Bottom #3 Widget

This is a widgeted area which is called Home Bottom #3. It is using the Genesis - Featured Post widget to display what you see on the Executive child theme demo site. To get started, log into your WordPress dashboard, and then go to the Appearance > Widgets screen. There you can drag the Genesis - Featured Post widget into the Home Top widget area on the right hand side. To get the image to display, simply upload an image through the media uploader on the edit post screen and publish your post. The Featured Post widget will know to display the post image as long as you select that option in the widget interface.

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