News & Insights

Resources on Trusts, Investments, Estate Planning, Financial Issues, and Living Well

Carmen Bermúdez : One of Arizona’s Most Intriguing Women

Carmen Bermúdez : One of Arizona’s Most Intriguing Women

Carmen Bermúdez was named one of Arizona’s Most Intriguing Women in the Arizona Legacy Project, sponsored by the Arizona Historical Society. Carmen thanks her love of bullfighting for giving her the courage to overcome any obstacles she faced in the male-dominated financial industry. She plans to continue to make a difference and to help women [...]
Looking for the Right Investment? Keep Your Job

Looking for the Right Investment? Keep Your Job

Unless you are extremely well off ($10 million or more in liquid assets for individuals or families), fight the urge to retire in this era of great financial uncertainty. The United States and much of the world has embarked on an unprecedented venture to absolve the financial sins of the current and immediate past generations [...]
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