- Scottsdale, AZ
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The United States economy is showing signs of healing from the pandemic-induced recession. However, the Federal Reserve (the Fed) claims it will raise its central...
ARQ Wealth Advisors: Q4 2021 Commentary By Richard Siegel, CFP® 2021 was the second year in a row in which we all had to deal...
As we enter the New Year, it’s a great time to reflect on your overall financial planning strategies from the previous year to make necessary...
At ARQ Wealth Advisors we are a comprehensive financial management firm, and we focus on going above and beyond to help clients not only with...
As the world economy rebounds on the heels of the COVID-19 pandemic, so far in 2021 we’ve seen concerning signs of rising inflation and have...
ARQ Wealth Advisors: Q3 2021 Commentary By Richard Siegel, CFP® The third quarter of 2021 delivered weak returns for the majority of global equities. This...
Investment Management Services located in Scottsdale, AZ Sound financial planning is more than picking the right stocks or saving for retirement. Instead, it is ensuring...
At ARQ Wealth Advisors, we know that developing a solid financial plan is a crucial step toward ensuring your security throughout life and into retirement....
Retirement planning is something that many Americans tend to put off until their later years. In fact, a recent report from the U.S. Government Accountability...
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.