When Is the Right Time To Buy?

By: Sam Swift, CFA, CFP®, AIF® I’ve heard the question a lot lately: Is now the right time to be buying into the market? I can’t blame the questioners. We’re currently experiencing one of the longer bull runs in history and there are headlines every day wondering whether prices can really keep … [Read more...]

How the Tax Code Helps You Help Those in Need

By: Lori Booth-Houle, CPA, CFP® We all have a keen awareness of the devastating impact of disasters around the world and in our backyard, as with Hurricane Harvey in Texas and Hurricane Irma in Florida.  The human suffering is profound, and we all want to marshal our resources to help.  The tax … [Read more...]

Benefiting Your Beneficiaries

By Lori Booth-Houle, CPA, CFP® Imagine an alternate universe, in which Fred Flintstone is divorced from his first wife Wilma and then remarries.  He dutifully updates his revocable trust document to allocate a portion of his estate to Pebbles, his daughter from his marriage to Wilma.  The … [Read more...]

From Qatar to Greece A Review of Markets in 2017

By Sam Swift, CFA, CFP® Every once in a while it’s helpful to check in on the markets; not as a way to predict the future but as a way to better understand what we all are investing in. After all, though we don’t have control over market returns throughout our life it still matters a great deal. … [Read more...]

Do You Want the Sizzle or the Science?

By Lori Booth-Houle, CPA, CFP® Let’s face it—science isn’t always sexy.   After all, when was the last time you heard of someone binge-watching the “NOVA” TV series on PBS?  Sometimes our brains just want the sizzle, rather than the science.  And I’ll admit that when I’m waiting in the dentist’s … [Read more...]

Father’s Day Wisdom

By Sam Swift, CFA, CFP® Yes, Dad, You Did Actually Teach Me A Few Things In honor of Father’s Day this Sunday, I thought I’d relay some lessons my father has taught me (consciously or not) throughout the years. Don’t spend more than you earn. This seems obvious, but evidence says many … [Read more...]

The Age-Old Question

By Lori Booth-Houle, CPA, CFP® “Age is not a particularly interesting subject. Anyone can get old. All you have to do is live long enough.” – Groucho Marx How much time do we each have to live? As planners, the reaction we get from clients if we do a retirement cash flow analysis and … [Read more...]

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...]


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