Adding Climate Change Values to Your Strategy
Most experts, and frankly, most humans agree that the climate is changing as a result of human activity. Many people are looking for ways...
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Nicole Renaux
- Apr 3, 2019
Opportunities in Opportunity Zones
Recently, investors have become infatuated with Opportunity Funds, a popular new vehicle to reap attractive tax incentives while...
Nicole Renaux
- Mar 1, 2019
Pursuing ESG: Adding Environmental, Social, and Governance Factors
With the growing popularity of index funds and ETFs, investors are often seeking a low cost approach to a diversified portfolio. And...
Chris Cyndecki CFA, CFP®
- Nov 14, 2016
Elections and Financial Markets
The Elections Are Over... Now What? Presidential election years and the following first year of a presidency present a lot of questions....
Chris Cyndecki CFA, CFP®
- Jun 10, 2016
Investment Fees (Part 2)
In the second part of this blog series, we'll take a look at a few of the implicit costs of investing. These costs are not easily...
Milad Taghehchian, CPA, CFP(R)
- Jul 1, 2015
Socially Responsible Investing
AIO Financial is a fee-only financial planning firm in Tucson and Phoenix, AZ. They specialize in Socially Responsible Investing. Bill...
Milad Taghehchian, CPA, CFP(R)
- Jun 29, 2015
Millionaire Families Failing to Plan Estates
A recent CNBC survey discovered that more than 1/3 of millionaire families, defined as those with investable assets over $1 million, have...
Milad Taghehchian, CPA, CFP(R)
- May 1, 2015
Prepared for Retirement?
Are you financially prepared for Retirement? Many people have plans of retiring later than they actually do. Because of this, they are...
Chris Cyndecki CFA, CFP®
- Apr 21, 2014
Emerging Markets and Your Portfolio
Emerging markets have become an increasingly popular topic in financial publications and other media. What are emerging markets? ...
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