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Trust Decanting: How to Update Legacy Trusts

Decanting a trust, particularly an irrevocable trust, is a popular estate planning strategy for modernizing an outdated trust or addressing unforeseen issues, such as changing...

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When Should You Get a Financial Advisor?

When your finances outgrow your expertise or a major life event has occurred, it becomes necessary to seek the personalized guidance of a financial advisor,...

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What Investors Really Think About the U.S. Economy—Survey Insights from High-Net-Worth Clients

High-net-worth (HNW) investors are generally optimistic about the US economy despite feeling cautious about inflation and global political tensions, according to our ARQ Wealth client...

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The #1 Economic Concern in 2025? What You Need to Know About Inflation and Geopolitics

A recent survey of ARQ Wealth’s clients revealed that inflation and politics are two of the top economic concerns at the midway point of 2025....

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What is the 7 Percent Rule in Retirement?

The seven percent rule for retirement is a rule of thumb that suggests retirees can withdraw seven percent of their retirement savings annually without depleting...

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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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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.