Thoughts on Investing: Second Quarter 2021 – Inflation Revisited and Some Thoughts About the Future (July 2021)

Daniel Yu | July 26, 2021

Following the massive monetary and fiscal stimulus enacted last year, a question on many minds has been when inflation might begin to pick up. The Federal Reserve’s response to the economic recession triggered by the COVID-19 pandemic has included such measures as the lowering of interest rates and the direct purchase of bonds. Unlike during the 2008-2009 financial crises, however, Read more.

Monthly Wealth Management Update and Q&A

REDW Wealth | July 12, 2021

Members of the REDW Wealth Investment Committee are hosting monthly webinars to review the current market environment, financial planning topics and tax considerations, as well as answer your questions. Read more.

Retirement Planning Essentials in Your 60s and Beyond

REDW Wealth | June 23, 2021

If you’re over the age of 60, talking about retirement planning usually elicits one of two emotions: You’re either bordering apprehension or exhilarated about your approaching retirement. Which group do you fall into? REDW Wealth is here to address concerns for both. Read more.

REDW Wealth Continues Arizona Strategic Expansion, Welcomes Wealth Advisors Reese Hinton & Robert Papelian

REDW Wealth | June 15, 2021

REDW Wealth LLC, an SEC-registered investment advisory firm subsidiary of REDW LLC, one of the Southwest’s 10 largest certified public accounting and consulting firms, is pleased to announce that Reese Hinton and Robert Papelian, formerly co-owners of Phoenix-based Phoenician Wealth Management, LLC (PWM), have joined REDW Wealth effective May 24th, 2021. Read more.

Webinar: Retirement Planning Essentials in Your 60s and Beyond

REDW Wealth | June 14, 2021

For those who are nearing or already in retirement, two of the leaders of REDW's Wealth Management practice will cover the many considerations essential to maintaining your financial well-being at this stage of life in this upcoming, complimentary webinar. From Social Security and taxes to estate planning, you'll learn steps you can take to reduce your retirement risk and truly enjoy those "golden" years. Read more.

Webinar: Retirement Planning Essentials in Your 40s and 50s

REDW Wealth | June 14, 2021

Something about celebrating birthdays in your 40s and 50s makes retirement come into focus just a little bit more... It’s a good time to make sure you’re still on track for retirement (or get back on track after this last year!) In this complimentary webinar aimed at mid-career employees, REDW Wealth Principal Paul Madrid will walk you through the pivotal planning steps necessary to reach your retirement goals at this stage of the game. Read more.

Webinar: Retirement Planning Essentials in Your 20s and 30s

REDW Wealth | June 14, 2021

What do you think of when you hear the word "retirement"? If you're in your 20s or 30s, you might picture lounging on a beach in your golden years, but retirement doesn't have to wait until you're a senior... In our upcoming, complimentary webinar, REDW Wealth Principal Paul Madrid will walk you through pivotal planning steps necessary to reach your retirement goals. Read more.

Retirement Planning Essentials in Your 40s and 50s

REDW Wealth | June 4, 2021

Your 40s and 50s is the time to ramp up your savings and investments and begin planning for the many risks that you’ll need to navigate during retirement. REDW Wealth is here to share tips on planning for retirement and saving money... Read more.

Retirement Planning Essentials in Your 20s and 30s

REDW Wealth | May 6, 2021

Are you on track for retirement? REDW Wealth is laying out the essential steps to take in your 20s and 30s to help keep you on track. There's no time like the present to start planning—or get back on track! Read more.

Thoughts on Investing: First Quarter 2021 – An Economic Restart and Future Concerns (April 2021)

Daniel Yu | April 30, 2021

With he advent of the new year, we’ve experienced many changes. A new administration has taken office, the vaccine rollout has accelerated, another stimulus package has been approved, and economies in the U.S. and elsewhere have been opening up. Read more.