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Wealth Management & Financial Planning Resources

 

Introduction to WealthTrust Arizona

 Introduction to WealthTrust Arizona
Transcription of the WealthTrust Arizona introduction to our wealth management and financial planning firm video.

 

Municipal Bonds and the Advantages of Tax Free Income

Eric Frey with Nuveen discusses municipal bonds and the advantages of tax free income for WealthTrust Arizona clients.

 
 

 

 

BlackRock - Portfolio Management Strategies

Mark Peterson from BlackRock talks Portfolio Management in today's economy with a group of WealthTrust clients and colleagues.

 
 

 

Phoenix Real Estate Prognosis

Mike Orr, a foremost authority on real estate investments and the housing market discusses the Phoenix, Arizona area real estate situation.

 
 

 

 

Death and Taxes

Video(opens in new window) - Death and Taxes
WealthTrust Arizona takes a look at Death and Taxes.

 

Federal Income Tax Landscape 2012 & 2013

Video(opens in new window) - Federal Income Tax Landscape 2012 & 2013
Back in December of 2010, legislation extended many expiring tax provisions through 2011 and others through 2012. This video presents a quick and simplified overview of what will and will not change over the next two years.

 

An Update on the State of the Arizona Economy - 2011

 State of the Arizona Economy Transcription
Workshop presented by WealthTrust Arizona & Barry Broome, President and CEO of the Greater Phoenix Economic Council.

 

Improving Healthcare

 Improving Healthcare Transcription
Transcript of WealthTrust Arizona's presentation and discussion with Robert K. Smoldt, Emeritus Chief Administrator of Mayo Clinic and Associate Director of Healthcare Delivery & Policy Programs at Arizona State University.

 

Inflation / Deflation

 Inflation / Deflation Transcription
Transcript of WealthTrust Arizona's presentation and discussion on inflation and deflation.

 

 

5 Fallacies About Improving Healthcare

5 Fallacies About Improving Healthcare
Transcript of WealthTrust Arizona's presentation and discussion on 5 fallacies about improving healthcare.

 

Deficit Reduction in Healthcare

 Deficit Reduction in Healthcare
Transcript of an educational workshop presented by WealthTrust Arizona and world-renowned guest Robert K. Smoldt, Chief Administrative Officer Emeritus at Mayo Clinic and Associate Director of Healthcare Delivery & Policy Programs at Arizona State University.

 

Long Term Care

 Long Term Care - Are you Prepared?
Transcript of an educational workshop presented by WealthTrust Arizona and special guest, Greg Anderson from Brokerage Professionals. Greg reviews issues surrounding long term care and how to best prepare for it financially.

 

 

 

Estate Planning

Estate Planning - Survivor's Journal
WealthTrust Arizona understands it is difficult to address the topic of death and has made it easier by creating this step-by-step Survivor’s Journal to help you prepare your loved ones. By completing your Survivor’s Journal, you are creating a detailed list of information and instructions that will assist your loved ones in the event of your death or disability. Store the completed document at home along with other important documents and provide a copy to your executor/trustee and/or estate attorney. Review and update it at least once a year.


Preparing for the Death of a Loved One video. WealthTrust Arizona understands it is difficult to address the topic of death. We put together a presentation to help you prepare for when you or a loved one passes on. The "Estate Planning - Survivor's Journal" above accompanies this presentation.

Planning for Estate Taxes in 2011 and 2012
A short video discussing issues affecting estate taxes in 2011 and 2012

Estate Tax Remains in Flux (Jan. 2010)
A short video that discusses the federal Estate Tax Repeal in 2010

 

 

Investments and Investing

Greg Valliere Monthly Commentary - October, 2011
Transcript of political commentator Greg Valliere's recording from October 27.

Greg Valliere Monthly Commentary - September, 2011
Transcript of political commentator Greg Valliere's recording from September 12.


Well-known political commentator, Greg Valliere, spoke at a special event at the Biltmore in Phoenix, Arizona on November 10, 2010 for clients of WealthTrust Arizona. Greg spoke on the results of the mid-term election and of the power shift going on in Washington, D.C. In addition, Greg addressed the ongoing debate over tax policy, healthcare reform and growing tensions in the Middle East and North Korea.

An Introduction to Alternative Investments
Alternative investments, also called non-traditional investments, are investment strategies that utilize trading techniques generally unavailable through public markets. These strategies include hedge funds, private equity, real estate, natural resources, managed futures, and others typically offered only to sophisticated (knowledgeable) institutional and private investors. This paper by Hatteras gives an overview and basic information about these type of investments.

 

 

Tax Planning


Certified Financial Planner (CFP), Paul Ahern of WealthTrust Arizona leads a discussion about tax planning and estate planning in our Fall, 2010 workshop series, “A Taxing Future: Plan Today for an Uncertain Tomorrow.” The workshop addressed new income and estate tax provisions - both laws in place, and what has been proposed for 2011 and beyond. He also covers the issues to look out for as well as planning steps to consider.

 

 

Wealth Management Events and Workshops


Core Services of WealthTrust Arizona
Certified Financial Planner (CFP), Paul Ahern of WealthTrust Arizona leads a discussion on all the various Wealth Management services we offer our clients.


Slideshow for the Core Services of WealthTrust Arizona presentation.

 

Educational Events - Winter, 2011
Our schedule for our February and March events: "Core WealthTrust Arizona Service Offering" and "Preparing for the Death of a Loved One."

Educational Workshops - Fall, 2010
Our Fall, 2010 workshop series is “A Taxing Future: Plan Today for an Uncertain Tomorrow.” We are also pleased to bring you presentations that focus on healthcare issues that the doctors at Mayo Clinic have identified to be the most relevant areas of concern for those in retirement and planning for retirement.

 

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