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ARQ University

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7 Alternative Investment Strategies for 2025

Beyond traditional investments such as stocks and bonds lies a diverse landscape of alternative investments, offering investors unique opportunities for diversifying their portfolios, enhancing returns,...

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Inflation Still Keeps Investors Up at Night: Here’s How to Invest During Inflation

Rising inflation is still one of the top economic concerns for our clients, according to our ARQ Wealth 2025 Client Survey. To help ease these...

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2025 ARQ Wealth Client Survey Insights

ARQ Wealth surveyed 55 of our clients in early 2025 about their financial priorities, confidence levels, economic optimism, and regrets. The results show that most...

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Income Splitting Tax Strategies for Arizona Residents

Income splitting is a tax reduction strategy employed by couples or families to redistribute income among family members, reducing their overall tax liability and optimizing...

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Charitable Lead Trusts vs. Charitable Remainder Trusts: A Comprehensive Comparison

A well-conceived charitable giving strategy can help individuals with philanthropic desires maximize their giving capacity by targeting specific tax breaks offered through the tax code....

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Divorce Financial Planning For HNWIs

Navigating the divorce process is one of life’s most difficult chapters, incurring both an emotional and financial toll. It’s common to have dozens of questions,...

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What Assets Should Not Be in a Trust?

Trusts play a critical role in estate and retirement planning by making it easier to pass down assets, minimizing your tax burden, and offering more...

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Are Political Donations Tax Deductible? What You Need to Know

With the recent election, you may have sent money to support your candidate or cause of choice. With tax season now upon us, you may...

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What To Do When a Loved One Dies: A Checklist

Losing a loved one is an emotional and challenging time, often accompanied by the daunting task of managing their affairs. This checklist is designed to...

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Disclaimer: ARQ Wealth Advisors, LLC is a member of the Institute for the Fiduciary Standard. Membership is comprised of a set of principles that underscore an advisor’s fiduciary duty to his or her clients. These standards include sufficient loyalty, due care, and utmost good faith. Specifically, our firm must demonstrate loyalty by: (i) affirming their fiduciary commitment to the client in writing; (ii) declining any sales-related compensation associated with transactions and product sales; (iii) avoiding conflicts of interest whenever possible; and (iv) mitigating unavoidable conflicts. Advisors must also act with due care by maintaining professional designations as applicable, by explaining agreements and disclosures orally and in writing, by establishing a reasonable basis for investment advice, and by following and documenting a prudent due diligence process for rendering investment advice. Our advisors must act in the utmost good faith by declining substantial gifts or entertainment provided by the client while charging, disclosing, and explaining reasonable fees.