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Keyword: finances

The importance of the client relationship summary form

9/10/2020
As we all know during these trying times with the virus, the upcoming presidential election and all the other issues, our country is now facing more bureaucracy. The latest one in the financial world …

Arizona Democratic Party outraises GOP in latest …

10/17/2019
PHOENIX — The Arizona Democratic Party is outraising the state GOP — by a lot. New campaign finance reports show the Arizona Republican Party collected just $81,320 in the three months ending Sept. 30. By contrast Democrats raked in $347,841.

Group trying to escape fine for violating Arizona …

10/16/2019
PHOENIX — A group that spent $260,000 attacking a 2014 foe of Doug Ducey in his first gubernatorial race is trying — again — to escape paying a fine for violating state campaign finance laws.

RCSCW quarterly finance review

10/26/2018
By Roger Ball Independent Newsmedia The Recreation Centers of Sun City West Budget and Finance Committee reviewed the quarterly reports of their investment management firm and their operating …

2018 PUSD budget similar to last year

7/5/2017
By Philip Haldiman, Independent Newsmedia The Peoria Unified School District’s 2017-18 budget will remain similar to last year’s budget. Chief Financial Officer Kenneth Hicks said …

Ignorance of ‘cost basis’ can be taxing

6/19/2017
You’ve done the right thing – investing for the long haul with an eye toward retirement. So you might be tempted to disengage, letting the markets and compounding interest carry the ball toward …