Frequently Asked Questions (FAQs)

I can't find or open my downloaded document. What should I do?

If you downloaded a checklist, starter kit or other document but can’t open it or find it, the necessary steps needed will depend on which browser you use, how you have downloads configured and what software your computer has loaded.

If you know the location of the downloaded file, but can’t view or open it, you may need the latest version of Adobe Acrobat Reader. You can download the latest version here. Make sure you choose the version of Adobe Reader to match your computer hardware and software. Also, Adobe has a few boxes checked by default on their download page which will install sponsored antivirus and other software, unless unchecked. I recommend unchecking those boxes if you don’t want the sponsored software installed on your computer.

If you aren’t sure where your browser saved the downloaded file, the necessary steps depend on which browser you use (Microsoft Internet Explorer, Firefox, Chrome, Safari). Links to several 3rd party tutorials for each browser are provided below:

For Windows-based computers, Apple computers, Android and Apple iPhones and iPads, read through this link provided by Computer Hope. For Windows computer users, you can try clicking Ctrl + J (hold down the Control key while pressing the J key at the same time) to bring up the Downloads folder for any browser.

If you use Firefox and the tutorial at Computer Hope (link above) doesn’t work, check this link directly to Firefox.

For Chrome users, use this link.

If all else fails and you can’t find your download, please Contact me, let me know which file(s) you want, and I’ll get them to you.

I have questions about a certain stock, mutual fund or investment. Do you blog about specific investments, investment performance, stock market activity or the economic outlook?

I do not. This site is used as a repository for financial, tax and legal information and education. For specific investment advice, you will need to hire me as your advisor. This is done through Strategic Wealth Advisors, LLC, a Registered Investment Advisory firm in Scottsdale, Arizona. To contact me at Strategic Wealth Advisors, please phone me at 480.998.1798 or email me at [email protected] or reach out through the Strategic Wealth Advisors Contact Page.

I've asked a question about my specific situation or issue but you have not given me a recommendation. Why not?

Because I work in the financial services industry, I only provide advice and specific guidance to clients. To become a client, either as a one-time planning client or as an ongoing advisory client, please contact me through my Registered Investment Advisory firm, Strategic Wealth Advisors, LLC. The phone number for Strategic Wealth Advisors is 480.998.1798 or you can email me at [email protected].

Why do you discuss car, house and computer issues in some of your blog posts and checklists?

The tools on this Site are to help you manage and protect your wealth. Your wealth consists of what you own, like vehicles, homes and investments, and what you owe, like a mortgage and credit card balances. A poorly maintained car can cost you more in repairs than a well maintained car. An existing mortgage with a higher interest rate than what is currently available costs you more, maybe a lot more, over the life of that mortgage. Same with credit cards. Interestingly, the way you use your computer and your practices while accessing the internet or emails can adversely affect your wealth. Think about all the cyber-crime, hackers, phishing, and email scams that take place every day. The smart consumer is vigilant online when using User IDs, passwords, entering Social Security numbers, account numbers or even a home address. Criminals are changing tactics all the time and finding new ways to try and strip you of your wealth. There are many cases where a family member or friend has financially abused a trusting or less competent individual.  So you see, protecting and managing your wealth requires lots of thoughtful planning, awareness on the latest scams, and best practices when dealing with computer and internet technology. The tools on this site will cover these issues because they can affect your wealth.

Where can I find information about your services and company?

To obtain additional details about my professional financial services, you can visit my employer’s site at, call me at 480.998.1798, email me at [email protected] or use the Contact Us page at Strategic Wealth Advisors.

What are the Terms for using information found on this website and in the Blog?

Here is the full Terms of Use page containing the following sections: