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WEALTH MANAGEMENT BACKGROUND: Bottolfson and his team, The Stahle Bottolfson Group, provide a personalized plan for the families they serve that incorporates what matters most to them. With a plan in hand, their clients can make decisions with confidence and simplify the modern-day complexities of their financial lives.

Craig Bottolfson Wealth management advisor

Merrill, a Bank of America Company fa.ml.com/sbgroupaz

TREND TO WATCH: “In 2016, interest rates in the United States reached the lowest levels recorded in our history. After inching up the last couple of years, we are once again flirting with these alltime lows. This has presented a great challenge to retirees looking to support their lifestyle with income from their investments. Different strategies incorporating multiple asset classes will be required to construct a portfolio that can continue to provide the income and stability that retirees desire.” ADVICE FOR 2020: “There are countless financial decisions all of us make throughout our lives… some more significant than others. Whether it is prioritizing the funding of different goals, allocating investments to maximize tax efficiency or optimizing your Social Security benefits, the cumulative effect of even the smaller decisions can lead to drastically different outcomes over time. Seek out a trustworthy guide to help you make these decisions with confidence.”

Industry trends to watch KEITH BAUM, managing director of asset management, Abbot Downing:

“The bull market for stocks will have its tenth birthday before long. It’s been a great ride, but all good things must come to an end eventually. Investors will need to navigate markets carefully for a while.” ARTHUR T. DOGLIONE, president, Alpha Fiduciary:

“2020 will likely bring further challenge as investors may be distracted by political events and want to make fear based decisions. Having a flexible and adaptable portfolio management approach that can reduce downside capture for clients should trends actually change will be key.”

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AB | November-December 2019

Profile for AZ Big Media

AZBusiness November/December 2019  

Inside this issue of Az Business magazine, we celebrate Arizona Forward and its 50 years of impact. We look at some of the milestones in the...

AZBusiness November/December 2019  

Inside this issue of Az Business magazine, we celebrate Arizona Forward and its 50 years of impact. We look at some of the milestones in the...