William "Bill" Stevens, WestPac Wealth Partners

William "Bill" Stevens, WestPac Wealth Partners I help personal and business clients make smart financial decisions.

Secrets of the Temple:  How the Federal Reserve works.
06/12/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.
06/10/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

Ever heard of a Roth 401(k)? Would one be right for you?
06/09/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

Protection is the cornerstone to a bright future. Check out Nick Carlson’s journey to protecting the financial future fo...
06/05/2026

Protection is the cornerstone to a bright future. Check out Nick Carlson’s journey to protecting the financial future for his family.

Watch Nick's journey to protect his family's future

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
06/03/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

Single parents face unique stresses that can take a toll on their well-being, and financial health can suffer the most. ...
06/02/2026

Single parents face unique stresses that can take a toll on their well-being, and financial health can suffer the most. Here are five small steps that can be taken to make big strides toward improving your overall well-being.

Learn 5 steps to take to improve your finances and overall well-being as a single parent.

05/31/2026

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You work hard for your money, but when your paycheck comes you may notice that you don’t get to keep it all. Why does yo...
05/29/2026

You work hard for your money, but when your paycheck comes you may notice that you don’t get to keep it all. Why does your take-home pay shrink? And what do all those deductions mean? Here’s a brief guide

Here’s a brief guide to the common deductions and withholdings you see each payday

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7047 East Greenway Parkway
Scottsdale, AZ
85254

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