Welcoming Catherine Blair To The Hillspring Family!

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Blog, Hillspring Financial

We are very pleased to welcome Catherine Blair to our office as the Client Relations Manager. Catherine comes to us highly recommended and with extensive experience working in our industry, most recently as the Executive Assistant to the Branch Manager for a financial firm in Scottsdale. Catherine is a delightful person to be around and you will find her a …

Our Learning Center

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Client Education, Financial Managment

Ben Bernanke, Former Chairman of the Federal Reserve, once said: “Among the lessons of the recent financial crisis is the need for virtually everyone — young and old — to acquire a basic knowledge of finance and economics.” We agree. In an effort to assist you in gaining more insight into the financial world, we have provided very helpful information …

Supporting Our Community through the Sun City West Firefighters Charities

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Community Service, Firefighters

At Hillspring Financial, Inc. we work to make sure our clients know they are our number one priority but we don’t stop there. We understand the importance of supporting our local communities as the success of the whole is much greater than that of an individual. Located in Surprise, we are pleased to extend our community outreach to Sun City, …

First Quarter Economic Update – April 10, 2015

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Economic Update

Economic Update Dear Clients, Associates, and Friends, This past quarter was one of those periods when it seemed the domestic markets could not make a decision to which way to go – lots of volatility, yet ended up basically flat for the quarter as measured by the S&P 500 index. Though the European markets were negative last year, they gained …

Fourth Quarter Economic Update – January 13, 2015

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Economic Update

Economic Update Dear Clients, Associates, and Friends, What Happened Last Year? Last year was another good year for some domestic stocks. The S&P 500 reported a gain of over 13%, which sounds great on the surface. However these gains were mostly driven by a narrow cross section of the market – basically just the largest companies. This left most professional …

Third Quarter Economic Update – October 14, 2014

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Economic Update

Economic Update Dear Clients, Alliances and Friends, Many of you have been wondering what has been going on this past week causing the increased volatility we have seen in the market. Let us give you a peek at what we and our trusted analysts see at this point. Last quarter numbers The S&P 500 Index was +1.1%, but smaller company …

Second Quarter Economic Update – July 17, 2014

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Blog, Economic Update

Economic Update Dear Clients, Alliances and Friends, After beginning 2014 with a downward movement of the S&P 500 index in January, February gained all that back and more. Things have continued to move nicely since then to end the 2nd quarter with a YTD return of 7%. (Vanguard Index 500 Fund) The developed international markets were up 4.5% and emerging …