• 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.

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Financial Checklist for Recent Widows and Divorcees

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...

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ARQ Wealth Advisors Q1 2022 Commentary

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....

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Best Financial Planning Tips for Doctors in 2022

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...

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What’s Included in Your Free No-Cost No-Obligation Financial Planning Session?

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...

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ARQ Wealth Advisors Q4 2021 Commentary: Year In Review

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...

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Financial Planning Tips for 2022

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...

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ARQ Wealth Advisors Q3 2021 Commentary

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...

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5 Signs of a Sound Financial Plan

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....

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ARQ Wealth Advisors Q2 2021 Commentary

ARQ Wealth Advisors: Q2 2021 Commentary By Richard Siegel, CFP® The second quarter of 2021 once again delivered strong equity market performance and economic growth....

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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.