Our View on the Markets? Stunning.March 24, 2020 The speed and magnitude of the equity-market decline have been record-setting. Investors have been stunned and are responding with panic. The pace of change - market movements, virus...Read More
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
By Sloan Walters and Zachary Makawi An increasing number of employers offer 401(k) plans with unique features. One of those unique features is the ability to make after-tax contributions -- distinct from and in addition to Roth 401(k)...Read More
As the year comes to an end, it's important to make sure you have considered all the steps that can help strengthen your finances. Here are a few ideas to make the most out of 2017 and beyond: Review Charitable Giving Contributions...Read More
Business partners Sloan Walters and Jim Blakely are Co-Founders of the local financial planning company, Blakely Walters Wealth Management, in Tempe, Arizona. Having been Local First members for years, Sloan and Jim decided to increase...Read More
So your company offers a retirement plan for its employees. That's fantastic! But why should YOU put money away into it? You've probably heard both good and bad things about your plan. In what follows I'll answer a few of the...Read More