General Financial



Kiva Micro Loan Repayment – Keep Going John!

John in Kenya has just repaid 6% of his loan taken out through Kiva in just a few short months.




Greg Phelps – Accredited Investment Fiduciary

Greg Phelps, CFP, CLU, AAMS the President of REDROCK WEALTH MANAGEMENT has earned is Accredited Investment Fiduciary designation through Fi360.




What Does A Winning Streak Tell Us

Bill Miller at Legg Mason had a stellar track record for over a decade, yet as with most active managers – he too fell from grace.




Kiva Loan – Water Distribution in Kenya

The most recent Kiva loan was given to John, a water vendor in Kenya. We wish John the best!




Kiva Microloan – Mbolea Farming Group in Kenya

In continuation of the Kiva Microloan project, I’ve selected the Mbolea group in Kenya for a portion of the current REDROCK Kiva account.




Living With Investment Portfolio Volatility

Volatility can be scary, frustrating, and nerve-wracking to say the least. It can lead to fear, and fear is a very dominant emotion. But making financial and investment decisions based on fear can be disastrous to your financial health.




Las Vegas Home Prices

Housing prices have remained low for roughly three years now in Las Vegas, as the economy continues to struggle and home buyers find financing difficult even at historically low mortgage interest rates.




Kiva Microloan Update

A snapshot of the nearly complete Kiva microloan experiment. This loan went remarkably well, I’m currently reviewing new loan opportunities through Kiva.




RetireWire Special Report – August 2011

This RetireWire Special Report went out to all clients of REDROCK WEALTH MANAGEMENT clients the second week of August, 2011 in light of massive market volatility and global financial concern. The Special Report puts the news headlines in perspective, and attempts to calm frayed investor nerves.




Las Vegas Financial Advisor & CERTIFIED FINANCIAL PLANNER™

REDROCK WEALTH MANAGEMENT, LLC is an independent investment management and CFP® certified financial advisor firm in Las Vegas and Henderson, Nevada.




Financial Advisor Designations

Financial advisor designations can be confusing to say the least. Here’s a list we created of the most common industry designations and a brief description of each.




Tips on Avoiding Scams

Scammers in today’s day and age can be ultra crafty and hard to spot. Exercise caution when dealing via phone or email/internet and follow these simple rules to help avoid scams.




New Investment Statements

TD Ameritrade has a new statement design for your investment account. If you’d like a review of your investment statement please drop me a note or give me a call and we’ll schedule you for a full investment management review.




Microloans and Microcredit – Investment in a Global Economy

Microloans (or microcredit) are granted to those with aspirations of starting up a small or home based business (both in the U.S. and impoverished countries alike).




What next plus new site map

There’s never a shortage of fear factors out there to worry about. The crisis du jour is everpresent, and always worrisome. What matters is how we let that fear and concern affect us with our investment decisions.




Financial Advisor Fees

Financial advisor fees amount to much more than a quoted advisor fee rate, many times two to three times more than the advisor fee alone!




Tulipomania – Learning from Market Bubbles of the 16th Century

Tulipomania was perhaps the most notable historic market bubble. At one point you could nearly furnish a small home and feed your family for a few tulip bulbs. We’d all be well served learning from financial and investment mistakes of the past.




Google Alerts your name, my TIPS article

Google alerts is a great way to monitor the internet for things important to you. Recently I found through Google alerts someone had plagiarized one of my blog posts on treasury inflation protected securities.




SEC Backs Fiduciary Standard, Brokers at odds…

The SEC staff report filed Friday night recommended a universal standard of care no less stringent than that of which investment advisors are held to.




Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010

A quick look at the recent tax act passed last month.




Monthly Newsletter – Financial and Investment News

RetireWire newsletter and monthly subscription.