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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