Tulsa Office

7335 South Lewis Ave

Suite 306
Tulsa, OK 74136

Mesa Office

2929 North Power Road Suite 101

Mesa, AZ 85215

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Near 60? Get a Financial Check-Up

Near 60? Get a Financial Check-Up

Even the savviest and most experienced among us need financial planning check-ins.

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

Quickstart Guide to Estate Planning Terms

Quickstart Guide to Estate Planning Terms

In the hustle and bustle of life, it’s easy to postpone long-term planning, especially for uncomfortable topics. Then there’s the barrier of language. It’s hard to make an estate plan without knowing the terminology of estate planning or what questions to ask.