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The sunny, prosperous, and spacious state of Arizona attracts new residents from all walks of life, including snowbirds craving winter warmth, families searching for a...

Are you running behind on filing your taxes and wondering if you should submit an extension? You’re not alone—and the good news is, there’s a...

It wouldn’t be unreasonable to think that, with the recent bout of inflation and economic uncertainty, most people considering an early retirement would be making...

There’s a reason why Scottsdale, Arizona, is always in the conversation about the best places to retire in the U.S. With its stunning desert landscapes,...

Arizona does not charge an estate tax, which is just one of many factors that make it such a popular destination for retirees. However, the...

The Grand Canyon isn’t the only wonder that Arizona has to offer—this sunny state also boasts one of the lowest income tax rates of any...

Retirement accounts like 401(k)s and IRAs are critical financial tools that many Americans use to build wealth and save for retirement in a tax-advantaged way....

When creating an estate plan, two of the more critical decisions you need to make are who to name as the executor and who you...

Estate planning may seem like a complex task reserved for those with large estates, but in reality, it’s essential for everyone. It involves protecting your...

Estate planning is the process of making arrangements for all of your belongings and assets after you’ve passed on. If you don’t create a plan...

A significant drawback of financial success is how much more complicated one’s tax situation becomes. There are more numbers to track, issues to consider, and...

It’s definitely not our grandparents’ college education anymore. Since 1987, long after today’s grandparents had graduated, college costs have grown astonishingly. Back then, attending a...

If you are considering an estate plan, you are probably familiar with the terms “wills” and “trusts.” These two plans are two primary tools used...

With its low cost of living and taxes, abundant sunshine, scenic beauty, and welcoming communities, Arizona has long been a mecca for retirees with ambitions...

What is it with retirees and Arizona? Maybe it’s the spectacular landscapes or the warm weather. Perhaps it’s the world-class healthcare and golf courses. It...

Yes, Arizona is a good place to live if you love sunshine, the outdoors, and a relatively low cost of living. But Arizona was also...

Arizona is well-known for its awe-inspiring desert landscapes and year-round sunny weather. With so much to offer, it’s reasonable to expect that moving to the...

ARQ Wealth Advisors – Q3 2024 Commentary: The Fed & Election Edition Authored by Richard Siegel, CFP® and Justin Rivera, CFA, CFP® Finally! The Fed...

On August 23, 2024, the ARQ Wealth Advisors team came together at Mavrix Sports Bar & Arcade, nestled in the heart of Scottsdale, Arizona, for their...

Retirement planning for doctors can be a bit more extensive than it is for the rest of the general population. This is mainly because physicians...

Financial planning is a comprehensive process that involves much more than opening a retirement account and balancing your checkbook. This process involves ensuring that your...

If your goal is to ensure the efficient transfer of your assets to your family, you need an estate plan. As you work through the...

ARQ Wealth Advisors – Q2 2024 Commentary: Tale of Two Markets Authored by Richard Siegel, CFP® and Justin Rivera, CFA, CFP® Last quarter’s commentary, “High...

Year after year, experts consider Arizona one of the best states to retire in thanks to its year-round sunshine, warm climate, and low tax rate. ...

The short answer is: Yes, Arizona taxes different types of retirement income. However, don’t let this prevent you from retiring in Arizona. Almost every state...

While net worth is a factor, it’s not the sole determinant of whether you might need a trust. Depending on the type and the needs...

ARQ Wealth Advisors – Q1 2024 Commentary: Higher for Longer? Authored by Richard Siegel, CFP® and Justin Rivera, CFA, CFP® Well, surprise, surprise…. just when...

ARQ Wealth Advisors Q4 2023 Commentary: Year in Review By Richard Siegel, CFP® 2023 is a perfect example of why long term investors need to...

In a world marked by constant change and economic uncertainties, effective asset management is crucial for securing financial stability and achieving long-term success in working...

ARQ Wealth Advisors has recently opened a new branch in the vibrant city of Denver, Colorado in order to broaden their reach and better serve...

At ARQ Wealth, we understand that planning for retirement is a significant life transition, one that requires expert guidance and personalized strategies. Our firm specializes...

ARQ Wealth Advisors Q3 2023 Commentary: It’s all about the Rates By Richard Siegel, CFP® If volatility and uncertainty is your thing, the capital markets...

Based in Scottsdale AZ, ARQ Wealth has been providing tailored investment management strategies and investment management to clients all over the US with decades of...

ARQ Wealth Advisors was recently recognized and awarded as one of the top Registered Investment Advisory (RIA) firms in America by Financial Advisor magazine (FA...

Retirement planning is a critical aspect of every professional’s life, and dentists are no exception. As dental practitioners, dentists invest years in education, building a...

In today’s fast-paced world, managing family finances and planning for a child’s college education is more important than ever. As education costs continue to rise,...

ARQ Wealth Advisors Q2 2023 Commentary: Bucking the Trend By Richard Siegel, CFP® Although we have been positioned for one of the most telegraphed recessions...

As lawyers navigate the ever-changing landscape of the legal profession in 2023, it is crucial to prioritize sound financial planning to ensure long-term stability and...

In an ever-evolving financial landscape, individuals seeking to secure their financial future can greatly benefit from the expertise of a skilled financial advisor in Scottsdale,...

ARQ Wealth Advisors Q1 2023 Commentary: The Storm Before the Calm By Richard Siegel, CFP® Well, 2023 is off to an interesting start. Stronger than...

The US debt ceiling debate has been a topic of intense discussion and debate in Congress, with both Democrats and Republicans taking different positions on...

Retirement planning can be overwhelming enough in normal market conditions, but in 2023 we are coming out of an unprecedented global pandemic, an ongoing war...

With tax season approaching quickly, how confident are you that you are taking advantage of potential tax savings and are planning strategically not just for...

With the current state of the US economy, the Federal Reserve’s announcements about interest rate hikes have been closely monitored. Whether or not the Federal...

ARQ Wealth Advisors Q4 2022 Commentary: A Year In Review By Richard Siegel, CFP® 2022… Good riddance! Right from the get-go, the past year was...

No one ever wants to plan for what will happen after a loved one’s death, let alone discuss their own. However, failure to consider the...

Do you know what you need to review at the end of the year to ensure that your financial and retirement planning is on track?...

As the midterm elections approach in the next few weeks, we are constantly asked by current and prospective clients what impacts different election scenarios could...

Investors and consumers have a growing demand for goods and services that contribute to a sustainable future for our planet, and financial investments are no...

ARQ Wealth Advisors: Q3 2022 Commentary –Bear Market Woes…. By Richard Siegel, CFP® Ugh! What else can you say? 2022 is shaping up to be...

On September 21, 2022, the United States Federal Reserve raised its interest rate to 3.25 points. The rate increase is the fifth in a series of rate...

Managing a business can be overwhelming. Without sound financial priorities, even fast-growing businesses can fail. Fortunately, a financial planner in Scottsdale, such as ARQ Wealth,...

Reaching a high level of income is a fantastic milestone to accomplish, but it’s only the start of effectively planning for retirement and investing for...

ARQ Wealth Advisors: Q2 2022 Commentary –To recession or not to recession, THAT is the question! By Richard Siegel, CFP® To say that the first...

As inflation continues to increase as each new monthly report comes out and many Americans continue to struggle, it’s more important than ever to have...

Financial planning for engineers is the key to setting up your future. Considering that the median salary for an engineer in the United States is...

Whether it’s expected or unexpected, becoming suddenly single adds in layers of complexity in different aspects of your life that can be overwhelming. At ARQ...

ARQ Wealth Advisors: Q1 2022 Commentary By Richard Siegel, CFP® The first quarter of 2022 could be described as tumultuous, chaotic, stress-inducing, you name it....

Becoming a physician is a worthwhile and meaningful career path. Although doctors may be healthcare experts, organizing finances can be another story. Many young physicians...

At ARQ Wealth, we understand the most challenging and overwhelming part of financial and retirement planning can be getting started. That’s where we come in...

The United States economy is showing signs of healing from the pandemic-induced recession. However, the Federal Reserve (the Fed) claims it will raise its central...

ARQ Wealth Advisors: Q4 2021 Commentary By Richard Siegel, CFP® 2021 was the second year in a row in which we all had to deal...

As we enter the New Year, it’s a great time to reflect on your overall financial planning strategies from the previous year to make necessary...

At ARQ Wealth Advisors we are a comprehensive financial management firm, and we focus on going above and beyond to help clients not only with...

As the world economy rebounds on the heels of the COVID-19 pandemic, so far in 2021 we’ve seen concerning signs of rising inflation and have...

ARQ Wealth Advisors: Q3 2021 Commentary By Richard Siegel, CFP® The third quarter of 2021 delivered weak returns for the majority of global equities. This...

Investment Management Services located in Scottsdale, AZ Sound financial planning is more than picking the right stocks or saving for retirement. Instead, it is ensuring...

At ARQ Wealth Advisors, we know that developing a solid financial plan is a crucial step toward ensuring your security throughout life and into retirement....

Retirement planning is something that many Americans tend to put off until their later years. In fact, a recent report from the U.S. Government Accountability...

ARQ Wealth Advisors: Q2 2021 Commentary By Richard Siegel, CFP® The second quarter of 2021 once again delivered strong equity market performance and economic growth....

With all the options out there for assistance working towards your financial goals, it can be difficult and overwhelming to know where to start. One...

Are you thinking of turning to a qualified financial advisor? Scottsdale, Arizona, and the Greater Phoenix area are full of options that will meet your...

ARQ Wealth Advisors: Q1 2021 Commentary By Richard Siegel, CFP® The first three months of 2021 delivered a welcome continuation of strong equity market performance...

“A Shot in the Arm”  By Richard Siegel, CFP® 2020 taught us a lot; A lot about ourselves and our emotions, a lot about how...

By Richard Siegel, CFP®  The stock market sees green, not red, and not blue. The upcoming presidential election is so hyped and the country’s political...

Consistent with the breathtaking market drop in the first quarter, the second quarter of 2020 was another one for the record books; the past three...

The past three months in the capital markets can be described as a) bone-chilling, b) disturbing, c) anxiety-inducing or d) all of the above? Take...

Financial Advisor Standards: Fiduciary or Suitability Financial advisers are held to one of two standards. One is the fiduciary standard and one is the suitability...

Politics Always Has the Potential To Affect the Stock Market Politics always has the potential to impact the stock market somewhat. Why? Because political actions...

What a difference a year makes! Last year at this time we wrote “2018 was a year that nothing worked. Almost every type of investment delivered...

How do you know if you really need a financial planner? Frankly, a financial planner is a good idea for nearly everyone who has assets....

If you live in Phoenix or Scottsdale Arizona or are planning to move there in retirement, you may be looking for a local retirement planner....

The past three months in the capital markets have been nothing short of remarkable. With the yield curve finally inverting, the trade war with China...

With the brutal equity market drop at the end of 2018 in the rear-view mirror, the equity markets in the first half of 2019 have...

To quote part of the famous 1970s Alka Seltzer jingle … “Oh what a relief it is.” The first quarter of the year delivered terrific...