REDW is pleased to announce the appointment of Dorine Sanchez, CFP®, AIF®, to Principal in the firm's Wealth Management practice, REDW Wealth LLC. REDW Wealth...
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REDW Appoints Dorine Sanchez, CFP®, AIF® as Principal in Wealth Management Practice
Dec 31, 2024
5 Min Read
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REDW Advisors & CPAs Continues Strategic Expansion in Acquisition with Hatcher Financial, Expanding Arizona Tax and Wealth Presence
PHOENIX – Sept. 23, 2024 — REDW Advisors & CPAs has announced that Phoenix-based firm Hatcher Financial has joined REDW, increasing REDW’s Phoenix office to 114...
Sep 23, 2024
10 Min Read
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Thoughts on Investing: Trust and Expectations
The Impact of Economic Growth in Q1 During the first quarter of 2024, the economic outlook was generally stronger than anticipated. Solid payroll growth numbers...
Apr 25, 2024
9 Min Read
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Angel Investing: Part of a Well-Rounded Portfolio
Diversification is a well-known principle for investors. To help round out a portfolio, accredited investors should consider the risks and rewards of angel investing. NM...
Apr 23, 2024
7 Min Read
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Investment Intelligence: Decoding What Matters in Global Markets
In an era of rapid change and information overload, discerning fact from opinion is a daunting task for investors seeking to navigate the complexities of...
Apr 19, 2024
4 Min Read
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Reducing Risks in Retirement Plan Management
Insight in Indian Country Podcast Trusted Expertise to Serve Tribal Nations Tribal fiduciaries have a responsibility to follow sound fiscal practices and fulfill their duty...
Apr 11, 2024
5 Min Read
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Fiduciary Risk Management for Retirement Plan Sponsors
Excess fee lawsuits are down for plan fiduciaries, but new forfeiture use lawsuits are on the rise. Being sued because your employees are dissatisfied with...
Mar 27, 2024
10 Min Read
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Maximizing Retirement Benefits: What SECURE Act 2.0 Updates Mean for Your Workforce
The new year is ushering in some sweeping changes to employer-sponsored retirement plans that may have flown under the radar for many businesses. Which is...
Feb 16, 2024
8 Min Read
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The Secure Act 2.0 in 2024: Significant Retirement Saving Opportunities for Individuals
A new year typically necessitates adjustments to IRS savings and distribution thresholds, and so REDW’s trusted wealth management advisors Principal Robert Elzholz, CFP®, CRPC®, AIF®,...
Feb 5, 2024
11 Min Read
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Election Year Economics: 2024 Financial Planning for Tribes
Insight in Indian Country Podcast Trusted Expertise to Serve Tribal Nations What exactly is a "soft landing" in the economy? This episode, REDW National Tribal Practice Leader Wes...
Feb 2, 2024
6 Min Read
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Financial Planning for Tribes in 2024
Navigating Changing Economic Tides Moving into 2024, business leaders for tribal entities need to consider how borrowing, lending, and investing funds; purchasing and selling business...
Jan 29, 2024
8 Min Read
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2023: A Year in Review
Last Year's Headlines This time last year, we wrote about a number of topics that were top of mind for investors heading into 2023: the...
Jan 29, 2024
16 Min Read
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Charitable Giving–What Questions Should You Be Asking Before the New Year?
As the year draws to a close, it's a great time to consider charitable giving - and maximize your donations by implementing a thoughtful giving...
Nov 21, 2023
5 Min Read
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OnDemand: Rethinking Your Retirement Strategies in 2024
Two Webinars on Key SECURE 2.0 Updates from REDW Wealth Recent updates to the SECURE Act 2.0 will start impacting individuals and businesses alike next...
Oct 24, 2023
4 Min Read
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Third Quarter in 2023: Rates and Volatility
Expectations vs. Reality Volatility returned to the capital markets in the third quarter, and perhaps the biggest contributor was a change in the expectation of...
Oct 11, 2023
7 Min Read
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For Peace of Mind as You Age: 8 Tips to Plan for Financial Wellbeing
As we grow older, our cognitive abilities may decline, affecting how we manage our finances. However, taking steps to prepare ourselves can help us avoid...
Oct 1, 2023
9 Min Read
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Second Quarter in 2023: A Study in Contrasts
The News at Home and Abroad Domestic news in the second quarter of 2023 was dominated by the debt ceiling—an issue we always held would...
Aug 8, 2023
11 Min Read
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REDW Wealth Named Among America’s 2023 Top Registered Independent Advisors by Financial Advisor Magazine
REDW Wealth LLC, an SEC-registered investment advisory firm subsidiary of REDW Advisors and CPAs, one of the Southwest’s 10 largest certified public accounting and consulting...
Aug 3, 2023
7 Min Read
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Top 5 Economic Developments & Wealth Management Considerations for Tribal Nations
It’s no secret to Tribal Nations that the typical recession of the American economic cycle has a significant impact on Indian Country. Looking at current...
Apr 10, 2023
8 Min Read
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Thoughts on Investing: After a Very “Full” Year, What to Expect in 2023
The last year was full of many issues and varying levels of uncertainty – and the markets do hate uncertainty. Ukraine, Russia, China, inflation, crypto,...
Jan 24, 2023
12 Min Read
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OnDemand: SECURE Act 2.0 — What made it through?
Key takeaways: Expanding Coverage and Increasing Retirement Savings SECURE Act 2.0 Highlights Preservation of Income Simplification and Clarification of Retirement Plan Rules Revenue Provisions https://web.redw.com/hubfs/Videos/SECURE_Act_2_-_What_Made_It_Through_-_REDW_Wealth_Management.mp4...
Jan 10, 2023
2 Min Read
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REDW Promotes Robert Elzholz to Wealth Management Principal
REDW LLC, one of the Southwest’s 10 largest certified public accounting and advisory firms, is proudly announcing Robert Elzholz CFP®, CRPC®, AIF®, AAMS®, has been...
Jan 6, 2023
8 Min Read
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Inherited IRA Required Distributions
Are you in compliance with the SECURE Act for Inherited IRA Required Distributions? Congressional passage of the SECURE Act in 2019 significantly changed the landscape for retirement...
Nov 15, 2022
9 Min Read