- Scottsdale, AZ
ARQ University
Providing our expert team of wealth advisors’ latest takes on recent news and
articles about financial and retirement planning.
Click below to learn more about how we help you prepare and plan for all of your financial goals.
With tax season approaching quickly, how confident are you that you are taking advantage of potential tax savings and are planning strategically not just for...
With the current state of the US economy, the Federal Reserve’s announcements about interest rate hikes have been closely monitored. Whether or not the Federal...
ARQ Wealth Advisors Q4 2022 Commentary: A Year In Review By Richard Siegel, CFP® 2022… Good riddance! Right from the get-go, the past year was...
No one ever wants to plan for what will happen after a loved one’s death, let alone discuss their own. However, failure to consider the...
Do you know what you need to review at the end of the year to ensure that your financial and retirement planning is on track?...
As the midterm elections approach in the next few weeks, we are constantly asked by current and prospective clients what impacts different election scenarios could...
Investors and consumers have a growing demand for goods and services that contribute to a sustainable future for our planet, and financial investments are no...
ARQ Wealth Advisors: Q3 2022 Commentary –Bear Market Woes…. By Richard Siegel, CFP® Ugh! What else can you say? 2022 is shaping up to be...
On September 21, 2022, the United States Federal Reserve raised its interest rate to 3.25 points. The rate increase is the fifth in a series of rate...
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.