• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Home
  • Subscribe
  • Join Newsletter
  • Advertise
  • Contact Us
  • Login

Quad Cities Business News

Prescott, Prescott Valley, Chino Valley, & Dewey/Humboldt

  • Business
  • Columnists
  • Community Profile
  • Local News
  • Tourism
  • Education
  • Spotlight
  • Digital Issues
You are here: Home / Archives for OneAZ Wealth Management

OneAZ Wealth Management

Starting Strong with First Quarter Investment Statements

January 24, 2023 By quadcities Leave a Comment

Understanding your Quarterly Investment Statement is a key part of successfully managing your investment portfolio. Quarter 1 statements will start hitting your mailboxes in early 2023, so now is the time to freshen up your understanding of what exactly to expect from your Quarterly Investment … [Read more...] about Starting Strong with First Quarter Investment Statements

Filed Under: Columnists Tagged With: Daniel Martinez, OneAz Credit Union, OneAZ Prescott, OneAZ Wealth Management, Quarterly Investment Statement

Adopting a New Year’s Resolution for Financial Strategies

December 28, 2022 By quadcities Leave a Comment

  Make your 2023 New Year’s resolution a great one! It’s time to line up your long-term financial goals with an effective tax-savings strategy. Now that’s a resolution! As you pull together documentation for filing your tax return, let’s look at a few strategies you can implement that … [Read more...] about Adopting a New Year’s Resolution for Financial Strategies

Filed Under: Columnists Tagged With: Daniel Martinez, OneAZ Wealth Management, tax advisor, Tax Day, tax preparation, tax season

Start Your New Year With A Jolly Financial Plan

December 13, 2022 By quadcities Leave a Comment

Amid the office holiday parties, the gift shopping and the family gatherings, we also do a lot of looking back at this time of the year. As the holidays approach, it’s also a good time to reflect on your financial goals while starting to plan for the new year. Let’s look at a few financial tips and … [Read more...] about Start Your New Year With A Jolly Financial Plan

Filed Under: Columnists Tagged With: Daniel Martinez, Financial Advisor Prescott, LPL Financial, OneAz Credit Union, OneAZ Wealth Management, retirement planning

Primary Sidebar

JOIN NEWSLETTER

.
.

Footer

Advertisement

Get QCBN Email

COPYRIGHT © 2023 | QUAD CITIES BUSINESS NEWS