Brad Schneeflock, Financial Planner | CFP® | CKA®
Biblically Responsible Investing
JMA can help investors build a diversified portfolio of biblically responsible investments (BRI) stocks using these funds and our own screening process.
Annual Portfolio Rebalancing
A diversified portfolio only works as an investment strategy if you take steps to maintain it. This is where rebalancing comes in.
Arizona Tax Credits Offer Tax Savings
Fall is a great time to be proactive about your tax strategy. The year will be over before you know it, and you don’t want to miss a meaningful opportunity to lower your taxes. You may already know about some common deductions and strategies like charitable giving and tax loss harvesting. But if you’re an…