Joe W. Scheid, AIF, CFBS, CLTC

Joe W. Scheid, AIF, CFBS, CLTC Character, Integrity, Excellence, Service My practice is focused on the Financial Plan. I take into account all aspects of a client’s financial situation.

I have been a Financial Planner, Investment Advisor Representative and Special Care Planner with Strategic Financial Concepts, LLC (my company), for 29 years. It is critically important that a client have all aspects of their financial life working together. This means that all investment accounts, when looked at as one bucket of money, meets the overall time horizon and risk tolerance of a client

. Too often, we have different accounts that are invested independently and we really don't know what we have and where we are going. It is also important that all of the risk elements that we face be addressed so that we can protect your business, your wealth and your legacy. I integrate all of these issues into an easy to understand, coordinated plan. I believe this separates my practice from many other financial advisors. Specialties: I specialize in holistic planning for business owners, individuals and families.

06/04/2026

Solar and wind look like they have a cost advantage, but batteries show why the most flexible actors often capture the economic surplus instead.

06/03/2026

As John Ternus prepares to take charge, the tech titan that once urged consumers to ‘think different’ may itself be ripe for disruption.

06/02/2026

The recent Treasury sell-off looks like routine reserve management, not a dollar exodus, Goldman Sachs says. The oil-price surge from the US-Iran conflict pressured Asian currencies and fueled Treasury selling. Despite foreign selling, Treasury markets remain resilient with deep liquidity and stable...

06/01/2026

Many exotic new offerings are like high-price investment junk food.

05/31/2026

Micron, Samsung and SK Hynix are cheap despite their $1 trillion valuations if long-term contracts stabilize the sector.

05/30/2026

Most mergers don't fail on strategy — they fail in the first 100 days when leaders avoid hard decisions around culture, ownership and what the new company will actually become.

05/29/2026

The right combination of exercises can improve your game, and it’s not as simple as merely pumping more iron.

05/28/2026

The most expensive mistake you're making in your business isn't a bad product decision or a botched marketing campaign. It's hiring the wrong kind of right person.

05/27/2026

The Magnificent 7 trade is breaking apart as AI capex, index concentration, and structural alpha reshape where investors should look for the next market winners.

05/26/2026

Understanding what qualifies as a legitimate tax deduction — and what doesn't — can help side hustlers avoid costly mistakes, reduce audit risk and keep more of their hard-earned income.

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2929 East Camelback Road, STE 219
Scottsdale, AZ
85016

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