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Rosevest Financial

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Phoenix, AZ
Rosevest Financial

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.

07/22/2026

When people start thinking about retirement, one question usually comes first: Have I saved enough?

But it’s rarely the only question that matters.

Taxes, long-term care, estate planning, and replacing a paycheck for decades can all shape what retirement actually looks like.

Take a closer look at the planning areas that are easy to miss: https://rosevestfinancial.com/insights/blog/next-level-retirement-planning-advanced-retirement-strategies/

07/20/2026

Markets faced plenty of turbulence in the first half of 2026, from an oil spike and geopolitical conflict to persistent inflation and sharp swings in stocks.

Still, earnings expectations climbed, AI investment accelerated, and the S&P 500 finished the first six months up 10.2%.

The 2026 Midyear Outlook looks at what may keep supporting markets and what could interrupt the ride.

Get the full second-half market read: https://rosevestfinancial.com/insights/blog/market-commentary-carson-2026-midyear-outlook-still-riding-the-wave/

07/18/2026

Even if your portfolio looks good on paper, it can still feel off when the market gets shaky.

Knowing how much risk you’re comfortable with can make it easier to talk about whether your investment strategy reflects your goals and expectations.

Take the quiz to see how you approach investment risk: https://rosevestfinancial.com/risk-tolerance-quiz/

07/17/2026

Required minimum distributions can look simple on paper.

Then the questions start. Which accounts require one? Can withdrawals be combined? What happens if you’re still working or inherited the account?

Get the basics before those decisions land on your calendar: https://rosevestfinancial.com/insights/blog/the-basics-of-required-minimum-distributions-with-your-retirement-account/

07/15/2026

A longer retirement means more years to enjoy life, but it can also bring more years of expenses, healthcare costs, and taxes to plan for.

For many women, that planning window may stretch even further, especially if they outlive a spouse and later have to manage retirement income and financial decisions on their own.

Longevity, retirement income, and taxes all belong in the same conversation.

See what may need more attention over a longer retirement: https://rosevestfinancial.com/insights/blog/why-tax-planning-can-be-a-women-and-family-issue/

07/13/2026

A war, an oil spike, and a 9% pullback gave investors plenty to worry about.

Then stocks rallied back to new highs, and the S&P 500 closed the first half with a 10.2% gain.

The headline return only tells part of the story. Inflation pressures broadened, software moved against the market, and AI reached into value, international, and small-cap stocks.

See what six charts reveal about the market beneath the index: https://rosevestfinancial.com/insights/blog/market-commentary-top-charts-from-the-first-half-and-why-the-ai-wave-is-everywhere/

07/11/2026

College planning is one of those things that can sit quietly in the background.

Until it can’t.

If tuition, housing, and family contributions are starting to feel more real, our College Readiness Quiz can help you see where your plan may need another look. https://rosevestfinancial.com/college-readiness-quiz/

07/10/2026

You’ve built your wealth over time.

Deciding how and when to pass it on can be more complicated than it looks.

A lifetime gift may help shift future growth to the next generation. An inheritance may offer different tax treatment. And in either case, family readiness matters.

The timing depends on more than generosity. It depends on control, taxes, basis, and what your family is prepared to manage. https://rosevestfinancial.com/insights/blog/to-give-now-or-give-later/

07/08/2026

A life insurance policy can stay the same for years.

Your life usually doesn’t.

A home, a family, a growing income, or a business can all change what your coverage needs to protect.

If your life looks different than it did when you first bought a policy, it may be worth thinking through whether that coverage still fits. https://rosevestfinancial.com/insights/blog/do-i-need-life-insurance-how-to-choose-life-insurance-coverage-and-when-to-reassess-your-needs/

07/06/2026

Stocks closed out a strong first half of 2026.

But the story underneath is not quite as simple.

The labor market has stabilized, consumers are still spending, and inflation continues to pressure real wage growth.

For investors, the second half may come down to more than market momentum alone. https://rosevestfinancial.com/insights/blog/market-commentary-stocks-soar-in-the-second-quarter-to-close-out-a-solid-first-half/

Address

7220 N. 16th Street Suite C
Phoenix, AZ
85020

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 2pm

Website

https://www.rosevestfinancial.com/

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