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Managing a business can be overwhelming. Without sound financial priorities, even fast-growing businesses can fail. Fortunately, a financial planner in Scottsdale, such as ARQ Wealth,...
Reaching a high level of income is a fantastic milestone to accomplish, but it’s only the start of effectively planning for retirement and investing for...
ARQ Wealth Advisors: Q2 2022 Commentary –To recession or not to recession, THAT is the question! By Richard Siegel, CFP® To say that the first...
As inflation continues to increase as each new monthly report comes out and many Americans continue to struggle, it’s more important than ever to have...
Financial planning for engineers is the key to setting up your future. Considering that the median salary for an engineer in the United States is...
Whether it’s expected or unexpected, becoming suddenly single adds in layers of complexity in different aspects of your life that can be overwhelming. At ARQ...
ARQ Wealth Advisors: Q1 2022 Commentary By Richard Siegel, CFP® The first quarter of 2022 could be described as tumultuous, chaotic, stress-inducing, you name it....
Becoming a physician is a worthwhile and meaningful career path. Although doctors may be healthcare experts, organizing finances can be another story. Many young physicians...
At ARQ Wealth, we understand the most challenging and overwhelming part of financial and retirement planning can be getting started. That’s where we come in...
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.