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Blog

Amber Phoenix | Feb 17, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
Read More
Two older businesspeople looking at a tablet screen
Amber Phoenix | Feb 11, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Credit card being held
Amber Phoenix | Feb 7, 2022

Retirement Income Planning Requires Realistic Spending Assumptions

FINRA Reviewed
Retirement
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule
Read More
House in wide view
Amber Phoenix | Feb 4, 2022

Should You Have a Living Trust?

Estate Planning
FINRA Reviewed
A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without
Read More
Amber Phoenix | Jan 31, 2022

Asset Allocation = Risk Allocation

Finance
FINRA Reviewed
Premium
Risk Management
While the current stock market boom has some people rejoicing it doesn’t appear as though their level of anxiety has abated much. Investors sometimes have short
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Amber Phoenix | Jan 28, 2022

For Financial Planning Success Consider the Impact of Behavioral Finance

Estate Planning
Finance
FINRA Reviewed
The success or failure of a financial plan is driven by a variety of possible influences. Factors like the right rate of savings, good investment selection, and
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default blog image
Amber Phoenix | Jan 24, 2022

What’s Your Risk Management Plan?

FINRA Reviewed
Insurance
Risk Management
Most people couldn’t bear the financial hardships resulting from unexpected events, such as a major house fire, a car accident, a disability or the premature
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default blog image
Amber Phoenix | Jan 21, 2022

Have a Long Term goal? Financial Planning can Help You get you there

Finance
After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A
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Credit cards in wallet in back pocket.
Amber Phoenix | Jan 17, 2022

Personal Loans and Credit Card Payoffs - What You Need To Know

Education
Finance
FINRA Reviewed
Credit
With credit card interest rates ranging between 11% and 22%, it’s no wonder people are looking for alternative ways to manage and pay off their credit card debt
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Paper report.
Amber Phoenix | Jan 14, 2022

Making Sense of Whole Life Insurance Premiums

Insurance
Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule.
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Row of classic cars.
Amber Phoenix | Jan 10, 2022

Buying vs. Leasing: Tips for Stretching your Car Budget as Far as it can Go

Education
Finance
FINRA Reviewed
Investments
For some a car is simply a means of getting from point A to point B; for others it’s a status symbol. Cars are a hobby, a passion, for some and necessity for
Read More
An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Amber Phoenix | Jan 7, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
Read More

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9205 West Russell Road
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Las Vegas NV 89148

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Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.*An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply.

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