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ARQ University

Providing our expert team of wealth advisors’ latest takes on recent news and
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Q4 2023 Commentary: Year in Review

ARQ Wealth Advisors Q4 2023 Commentary: Year in Review By Richard Siegel, CFP® 2023 is a perfect example of why long term investors need to...

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Top 5 Asset Management Tips As We Enter 2024

In a world marked by constant change and economic uncertainties, effective asset management is crucial for securing financial stability and achieving long-term success in working...

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Q3 2023 Commentary: It’s all about the Rates

ARQ Wealth Advisors Q3 2023 Commentary: It’s all about the Rates By Richard Siegel, CFP® If volatility and uncertainty is your thing, the capital markets...

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Best 2023 Tips on Saving for College and College Planning

In today’s fast-paced world, managing family finances and planning for a child’s college education is more important than ever. As education costs continue to rise,...

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Q2 2023 Commentary- Bucking the Trend

ARQ Wealth Advisors Q2 2023 Commentary: Bucking the Trend By Richard Siegel, CFP® Although we have been positioned for one of the most telegraphed recessions...

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Top Financial Planning Tips for Lawyers in 2023

As lawyers navigate the ever-changing landscape of the legal profession in 2023, it is crucial to prioritize sound financial planning to ensure long-term stability and...

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The Benefits of Working with a Financial Advisor in Scottsdale in 2023

In an ever-evolving financial landscape, individuals seeking to secure their financial future can greatly benefit from the expertise of a skilled financial advisor in Scottsdale,...

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Q1 2023 Commentary- The Storm Before the Calm

ARQ Wealth Advisors Q1 2023 Commentary: The Storm Before the Calm By Richard Siegel, CFP® Well, 2023 is off to an interesting start. Stronger than...

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Fed Hints at Slowing Interest Rate Hikes: What It Means for Your Financial Planning Strategies

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...

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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.