Matt Julian- Senior Financial Advisor

05/03/2022

April was a rollercoaster. Check out the recap from Cetera Investment Management.

This Monthly Recap summarizes market performance, major events and news from April 2022. Read more here: https://bit.ly/37XsGGZ

02/28/2022

Bill Stead will be hosting our monthly webinars in March. He is studying up on the changes and will be talking about different available strategies for 2022 and beyond. Register at acm.ceterainvestors.com/events

Join us for our upcoming webinars on 2022 Tax Strategies. Bill will be talking with you about the changes to the tax code, distribution ideas, the pluses and minuses of ROTH Conversions, and which investment tools can help you manage your tax liability.

10/18/2021

Our fall project is getting all of our clients enrolled in Adviceworks. Check out the latest blog post on our new website.

To keep you informed and keep us connected, you now have access to AdviceWorks®, a powerful technology tool where you can view all your financial data

05/12/2021

Bill and I are thrilled to announce that we have officially merged our practices together to form Arizona Capital Management, a part of Cetera Investors.
We have been working towards this official merger for 6 years now. Our main goal is to leverage the strengths of each team member to provide you with the most comprehensive service. We will continue to evolve and develop our practice to provide you with best-in-class service.

05/11/2021

You are cordially invited to Cyber Security - Get Savvy in 30 minutes . RSVP today to guarantee your spot https://acm.ceterainvestors.com/events/cyber-security-get-savvy-in-30-minutes

05/09/2021

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

05/07/2021

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

This calculator can help you estimate how much you may need to save for retirement.

05/05/2021

Agent Jane Bond wants you to know about how can be to generate .

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

05/02/2021

Low car lease payments look great, but do you really save money in the end?

This calculator compares the financial impact of leasing versus buying an automobile.

04/30/2021

Considering crowdfunding? Take time to do the research first.

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.