ARQ Wealth Advisors – Q1 2024 Commentary: Higher for Longer? Authored by Richard Siegel, CFP®  and Justin Rivera, CFA, CFP® Well, surprise, surprise…. just when everyone thought that the Fed jacking rates from 0% to 5.5% in the fastest tightening cycle in recorded history would crash the economy and the stock market, equity markets have turned in back-to-back strong quarters and the U.S. economy seems to be on solid footing. Let’s not get ahead of ourselves; there has been pain along the way. After all, the economy did print two consecutive quarters of negative GDP during the first half ..read more

ARQ Wealth Advisors Q4 2023 Commentary: Year in Review By Richard Siegel, CFP® 2023 is a perfect example of why long term investors need to stay invested. Going into the year, the vast majority of market prognosticators, talking heads, strategists and fund managers were negative on the economy and market outlook for 2023. Why wouldn’t they be? After all, restrictive Fed monetary policy, inflationary pressures, struggling corporate earnings, an inverted yield curve, geopolitical turmoil, and partisan budgetary fighting are all bad for the markets, right? Don’t get me wrong, the path to strong ..read more

In a world marked by constant change and economic uncertainties, effective asset management is crucial for securing financial stability and achieving long-term success in working towards your unique retirement goals. As we step into 2024, it’s essential to reevaluate and fine-tune our strategies to navigate the evolving landscape. Here are the top 5 asset management tips as we enter the new year: 1. Diversify Your Portfolio Strategically: One of the fundamental principles of sound asset management is diversification. In 2024, it’s more crucial than ever to spread your investments across differ ..read more

ARQ Wealth Advisors has recently opened a new branch in the vibrant city of Denver, Colorado in order to broaden their reach and better serve clients in the Colorado area. This expansion not only marks a significant milestone for the company but also underscores the importance of having a reliable financial advisor in today’s complex economic landscape. ARQ Wealth Advisors has long been recognized for its commitment to providing comprehensive financial planning and investment management services. With a client-centric approach and a team of seasoned financial experts, the firm has built a repu ..read more

ARQ Wealth Advisors was recently recognized and awarded as one of the top Registered Investment Advisory (RIA) firms in America by Financial Advisor magazine (FA magazine) for their 2023 survey. As a fee-only fiduciary financial advisory firm, this award reaffirms ARQ Wealth’s guiding principle of putting its client’s best interests first and maintaining a small advisor-client ratio so that all clients get the personalized care and attention that they deserve with the firm’s comprehensive financial advisory services. The criteria for ranking various RIA firms nationally looked at various facto ..read more

At ARQ Wealth, we understand that planning for retirement is a significant life transition, one that requires expert guidance and personalized strategies. Our firm specializes in providing retirement planning services that are tailored to your unique financial situation and aspirations. In this article, we will explore how hiring a retirement planning firm can transform your retirement journey and help you secure your financial future. Tailored Retirement Strategy The cornerstone of ARQ’s approach is the development of a customized retirement strategy. We recognize that no two individuals shar ..read more

In today’s fast-paced world, managing family finances and planning for a child’s college education is more important than ever. As education costs continue to rise, families must adopt effective strategies to ensure a secure financial future for their children. By adopting smart financial practices and implementing a well-structured savings plan, families can navigate the complexities of college funding and alleviate the burden of student loans. In this article, we will explore practical tips and strategies to help families manage their finances and prepare for the ever-increasing costs of col ..read more

ARQ Wealth Advisors Q3 2023 Commentary: It’s all about the Rates By Richard Siegel, CFP® If volatility and uncertainty is your thing, the capital markets during Q3 didn’t disappoint; the insanity continues. Ever since the pandemic, price action in both the equity and bond markets have been nothing short of breathtaking. Historically, stock market action has been volatile by definition, but what we’ve experienced over the last few years in bonds is going to be looked back on and studied for decades to come. At this point in time, the economy, the stock market and bond market are all highly dep ..read more

Based in Scottsdale AZ, ARQ Wealth has been providing tailored investment management strategies and investment management to clients all over the US with decades of experience. We understand that in the ever-changing world of finance, it’s more critical than ever to create a plan to set yourself and your family up for success to meet your retirement and financial goals. As the complexities of the global market continue to grow, so does the need for expert guidance and strategic management of investment portfolios. In 2023, individuals and businesses are finding it increasingly crucial to partn ..read more

In an ever-evolving financial landscape, individuals seeking to secure their financial future can greatly benefit from the expertise of a skilled financial advisor in Scottsdale, AZ. As we navigate through the year 2023, the need for professional guidance in managing wealth, investments, and retirement planning has become increasingly essential. This article explores the significant advantages of collaborating with a financial advisor in the current era. Tailored Financial Planning: One of the primary advantages of working with a financial advisor is the ability to receive personalized financ ..read more