In The Press



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.




Adviser draws on creativity to illustrate financial concepts

Carl Richards runs an excellent website dedicated to investors avoiding the big mistakes inherent in our human nature. Here’s a great article I was quoted in.




Analysts see fear, opportunity – Las Vegas Review Journal, 8/9/11

The sharp decline in the stock market Monday has created a myriad of concerns for Las Vegas residents, yet some financial advisors see opportunity rather than chaos.




Adviser Brings Client To Reality – Dow Jones Financial Advisor, 7-21-11

A short story posted by Dow Jones Financial Advisor detailing how Greg Phelps redefined one couple’s retirement expectations in order to ensure they had the best plan to attain realistic retirement planning goals.




Chicken Yet? (retirement) Operation Franchise, 9/1/2010

Are you nervous about the current state of the stock market? Is your financial and retirement planning in order? For franchisees much of the retirement planning and investment management issues can present a massive challenge in addition to running a successful business.




Secret Society of REAL Financial Planners – Behavior Gap, 4/16/09

Carl Richards, founder of Behavior Gap and writer for the Wall Street Journal, is an amazing author and advisor. He shares sentiments relative to financial planning that only elite advisors in the industry endorse. Greg Phelps made Carl’s list of “The Secret Society of Real Financial Planners”.




‘Money Bus’ Stops in Las Vegas – Fox 5 Vegas, 3/17/09

Greg Phelps participated in a full day of pro bono financial planning in association with the National Association of Personal Financial Advisors “Your Money Bus Tour”.




Courting the Little Guy – Registered Rep, 3/23/09

Registered Rep is an industry publication. This article explores break away brokers who are courted by the large custodian firms TD Ameritrade, Schwab, and Fidelity.




Turmoil Brings New Business – Financial Advisor Magazine 8/4/08

Fear of the markets and volatility create opportunity for leading financial advisor professionals to gather new clients.




Coping With Portfolio Volatility – Janus Report, 7-5-08

A Janus Investor Newsletter report to clients on portfolio volatility and how to cope, and manage the risk associated with long term investment management planning.




Middle Class State of Mind – Las Vegas Review Journal, 6/15/08

Middle class workers here in Las Vegas face a special set of challenges when it comes to their personal financial and retirement planning.




The Great Disconnect – National Association of Personal Financial Advisors, 03/01/07

The National Association of Personal Financial Advisors trade magazine highlights several NAPFA fee only financial advisors journey into the ranks of pure fee only financial planning.




Grill Your Investment Pro – Wall Street Journal, 12/16/06

Wall Street Journal article on how to interview and choose a financial advisor professional including industry veteran tips and techniques.




Greg Phelps, a One Man Show – Boomer Market Advisor, 06/01/06

Greg Phelps, a CERTIFIED FINANCIAL PLANNER in Las Vegas, Nevada is a One Man Show. His firm’s cutting edge technology assisted by a decade’s worth of “in the trenches” experience, enables him to single handedly run manage a successful fee only financial advisor practice.




Chasing After-Tax Returns – Fidelity Advisor, 5/1/06

A brief insight for Fidelity’s Private Clients on the benefits and pitfalls of chasing investment returns on an after-tax basis.




Advisers Are Raising Their Fees – Investment News, 11/7/05

An industry publication on investment advisors and the fees they charge their clients for advice.