World class wine and scientific research are what the region is known for, but there are more industries contributing to our booming economy than you might think.
Whether you're choosing a diamond ring for your fiancé or an asset manager for your retirement accounts, chances are you'd like them to be conflict-free.
Last week, Joey and I visited our Charles Schwab service team in Phoenix, AZ. to get a firsthand look at how our client's needs are being met by our partners.
Looking for a vehicle to offload your appreciated assets without paying capital gains taxes? How about one that satisfies your desire to help those in need? A Donor Advised Fund may be the best option for you.