Welcome, Drew Phillips

We're happy to welcome Drew Phillips as Director of Operations!

Welcome, Matt Lucas!

We are excited to expand our Wealth Planner division with the addition of a new team member!

Welcome, Matt Brower!

Welcome our newest Wealth Management Intern!

It’s Your Money

Laura Tarbox presented a session on Equity Investing in early June as part of an 8-week course for individual investors to receive unbiased information about investing, estate planning, taxes, ...

Laura’s Feature in the Advisor Magazine

Laura was recently interviewed about retirement plans during a divorce. Read what she had to say to Joseph Giannone at the Advisor Magazine.

Note from Laura: Coronavirus and the Markets, part 7

While the stock market continues to exhibit extreme swings, and may even test new lows, remember that markets have experienced similarly challenging times in the past.

Note from Laura: Coronavirus and the Markets, part 6

While the stock market continues to exhibit extreme swings, and may even test new lows, remember that markets have experienced similarly challenging times in the past.

Note from Laura: Coronavirus and the Markets, part 5

Keep in mind that this is not a financial crisis.

Do You Haiku?

A recent Wall Street Journal article offered some haiku penned by stressed-out remote workers....

Gathering Humanity Drive

Recognizing a need to support the over 4,000 refugee families in the Phoenix community, the Tarbox Team decided to organize a supply drive to donate hygiene kits for the refugee children.

Tarbox Internship Program 2019 – 2020

We are excited to announce the arrival of our new intern, Karlee Marquardt, a senior at ASU!

Mammoth Retreat 2019

The Tarbox Team went away for our annual company retreat. Read about our adventures in Mammoth Lakes!
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