Welcome to Holmes Financial Services

Providing Benefits and Saving You Money

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

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Newsletters
  • It's Complicated: Money and Happiness
    Does more wealth lead to more happiness? Researchers have tackled this question for decades, and although the results have differed, one fact is certain: The
  • Planned Charitable Giving
    Today more than ever, charitable institutions stand to benefit as the first wave of baby boomers reach the stage where they're able to make significant charitable
  • Millennials vs. Boomers: How Wide Is the Gap?
    Texting versus email (or even snail mail). Angry Birds versus Monopoly. "The Theory of Everything" versus "The Sound of Music." "Dancing with the Stars"
  • How important are dividends in the S&P 500's total returns?
    In a word, very. Dividend income has represented roughly one-third of the total return on the Standard & Poor's 500 index since
  • Are stock dividends reliable as a source of income?
    Dividends can be an important source of income. However, there are several factors you should take into consideration if you'll be relying on them to
    
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 Securities and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC and a registered investment advisor.  Certain insurance products are offered through Holmes Financial Services, an entity not affiliated with FSC Securities Corporation or registered as a broker/dealer or investment advisor.

This communication is strictly intended for individuals residing in the state(s) of AZ. No offers may be made or accepted from any resident outside the specific states referenced.