Intelligent Capitalworks Fiduciary Fee Only Financial Advisor
Phoenix | Scottsdale, Arizona (480) 951-2900

It’s Silly Season for Market Predictions

Warren Buffett once said, “The only value of stock forecasters is to make fortune tellers look good.” At this time of year – when media outlets are brimming with forecasts and market predictions for the 12 months ahead – it’s wise to heed Buffett’s advice. Just look...

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Medicare Open Enrollment

The great Satchel Page, who played professional baseball until age 59, once asked: “How old would you be if you didn’t know how old you are?” There’s no doubt many of us remain young at heart throughout our lives. Unfortunately, our bodies follow a different script:...

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Choosing the Right Trustee

Setting up a trust as part of your estate planning can be a smart way to protect, control and ultimately transfer your assets to your beneficiaries. But it’s important to choose your trustee – the person or persons who will oversee the management and distribution of...

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The Benefits of a Revocable Trust

Traditionally, most people have relied on a will to pass their assets on to heirs. But wills aren’t the only solution. Revocable trusts have become an increasingly popular estate planning tool. A revocable trust, also known as a living trust, is a written document you...

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Measuring What Matters

Have you been focused on the market’s day-to-day gyrations over the past couple of weeks? If so, you’re not alone. Like the crowd at a tennis match, investors have been looking back and forth, one moment at a market selloff, the next at a market rally. And that makes...

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