Expert insight on the financial topics that impact your bottom line

2019 2nd Quarter market outlook


Listen as we discuss why vacations are necessary and how you can travel smarter: vacation financial tips, including how much to spend; the health, life and work benefits of travel; pitfalls to watch for when booking your own travel; things you always wanted to know about vacation planning; and top travel trends for 2019. Guest host: Roxanne Boryczki, owner of AZ Trails Travel

How to create a financial plan


Listen as we discuss why vacations are necessary and how you can travel smarter: vacation financial tips, including how much to spend; the health, life and work benefits of travel; pitfalls to watch for when booking your own travel; things you always wanted to know about vacation planning; and top travel trends for 2019. Guest host: Roxanne Boryczki, owner of AZ Trails Travel

Millennial buying habits


Listen as we discuss why vacations are necessary and how you can travel smarter: vacation financial tips, including how much to spend; the health, life and work benefits of travel; pitfalls to watch for when booking your own travel; things you always wanted to know about vacation planning; and top travel trends for 2019. Guest host: Roxanne Boryczki, owner of AZ Trails Travel

2019 1st Quarter market outlook


Listen as we discuss why vacations are necessary and how you can travel smarter: vacation financial tips, including how much to spend; the health, life and work benefits of travel; pitfalls to watch for when booking your own travel; things you always wanted to know about vacation planning; and top travel trends for 2019. Guest host: Roxanne Boryczki, owner of AZ Trails Travel

Vacation smarter: tips, trends + your money


Listen as we discuss why vacations are necessary and how you can travel smarter: vacation financial tips, including how much to spend; the health, life and work benefits of travel; pitfalls to watch for when booking your own travel; things you always wanted to know about vacation planning; and top travel trends for 2019. Guest host: Roxanne Boryczki, owner of AZ Trails Travel

2018 4th Quarter Market Outlook

2018 4th Quarter Market Outlook – conflict free unbiased view on how we see economic fundamentals and the stock market coming together to drive our portfolio decisions. An inside look on how we do what we do for the fourth quarter of 2018.

The psychology of money

Does money stress you out? It doesn’t have to. Listen as we discuss the role of your psychological upbringing dealing with money, questions you can ask to change how you think about money, how to deal with different money habits and the effects of trying to keep up with the Joneses. Guest host: Sarah Newcomb, Senior Behavioral Scientist + Author

Driverless cars

A world of driverless cars may seem like a lifetime away. Truth is – the technology is ready now. Listen as we discuss: future innovations in driverless car tech – perhaps getting a workout in your car?!; the steps necessary for total driverless adoption; and how driverless cars aim to improve your quality of life. Guest host: Dr. Lina Karam, Arizona State University

2018 3rd Quarter market outlook

A conflict free unbiased view on how we see economic fundamentals and the stock market coming together to drive our portfolio decisions. An inside look on how we do what we do for the third quarter of 2018. Guest host: Steffan Dye

Nonprofits, tax reform + hard times

Listen as we discuss why giving is more important than ever: the impact of tax reform on giving, nonprofit operations – an inside look and the role of nonprofits in our community. Guest host: Heather Allen, President + CEO of Halo Animal Rescue