Resources: Salt Lake City

Recent Articles

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Back to the Basics: Total Value

| Articles: Kansas City Office, Articles: Salt Lake City Office, Fall 2019, SLC Fall 2019 | No Comments
So much attention gets paid to the growth (or decline) of the stock market that I fear we can become…

Briefcase Study: “So, compared to others, how are we doing?”

| Articles: Kansas City Office, Articles: Salt Lake City Office, Fall 2019, SLC Fall 2019 | No Comments
This question came up recently and it comes up often and I love it when people have the courage to…

Client Spotlight: Tom and MaryKaye

| Articles: Salt Lake City Office, SLC Fall 2019 | No Comments
England, Scotland, Ireland Tom, who worked in social services and at Primary Children’s Hospital and MaryKaye, who ran a Preschool…

Our New Office in St. George

| Articles: Salt Lake City Office, SLC Fall 2019 | No Comments
In mid-October, our new office in St. George will be open for business.  Being a satellite office for us, meeting…

Special Reports

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Report: Quarter in Review

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Quarter in Review A volatile third quarter ended with global equity markets offering mixed returns. The story remained largely the…

Report: Planning for Your Retirement

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Planning for Your Retirement Develop Your Income and Spending Plan Retirement! Most Americans get excited about the day they no…

Report: Quarterly Economic Update

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Second Quarter 2019 The first half of 2019 brought very strong results for financial markets. Both equity and bond investors…

Report: Proactive Retirement Planning

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The New Secure Act & Proactive Retirement Planning The House of Representatives passed the Setting Every Community Up for Retirement Enhancement…

Latest Newsletter

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2019 Fall Newsletter

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ELEVATED INSIDER The dog days of summer lead right into the chaos of Fall. Our 2 kids headed back to…

2019 Summer Newsletter

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ELEVATED INSIDER As a kid I longed for summer – no school, no homework, no set schedules. Just long days…

2019 Spring Newsletter

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ELEVATED INSIDER Spring is in the air. Flowers are blooming, trees are budding, birds are chirping….and someone just yelled, “Play…

2019 Calendar of Events

Friday, June 7th

Annual Rise Against Hunger®
Client meal packing event

Tuesday, June 28th

‘Half Time Report’ event

Saturday, September 7th

Annual Client Golf Outing

Wednesday, December 11th

Year End Tax Planning event