View Post

State Of the Markets Event

In Articles, Articles: Salt Lake City Office, SLC Fall 2021 by Scott Dougan

with Mike Sorrentino, CFA® Wednesday, December 8th On Wednesday, December 8th, we will be hosting a State of the Markets event with our Chief Investment Officer, Mike Sorrentino, CFA®.  This will be an in-person event at Salt Lake Community College’s Miller Campus in Sandy. For those that are unable to join us in-person, we are also setting things up to …

View Post

Elevated Retirement Group Gives Back

In Articles, Articles: Salt Lake City Office, SLC Fall 2021 by Scott Dougan

Providing For Those in Need the team here is excited to be once again partnering with the Utah Food Bank and their Mobile School Pantry initiative.  This program approaches childhood hunger with the understanding that children are only truly protected from the pain and anxiety of hunger when their whole family has enough food to stay healthy. This approach makes …

View Post

2021 Fall Newsletter

In Newsletters, Newsletters: Salt Lake City Office, Newsletters: Salt Lake City Office by Scott Dougan

Pops of color on the mountains, cooler temperatures, and shorter days. Fall is here and settling in nicely after a very hot summer. My kids are almost finished with the first quarter of the school year. My daughter, Coraline, is in seventh grade this year. She stays busy with schoolwork and the middle school cheer team but has found time …

View Post

The Curse of Knowledge

In Articles: Kansas City Office, Articles: Salt Lake City Office by Scott Dougan

Over the years, I’ve taught hundreds of hours of classes on financial retirement. The class I teach is called Retirement Elevated and we created it help aspiring retirees better prepare for the challenges and opportunities of retirement. In fact, advisors all over the country now teach these classes at colleges and universities; the impact has been tremendous. Attendees sign up …

View Post

2021 Fall Newsletter

In Newsletters, Newsletters: Kansas City Office, Newsletters: Kansas City Office by Scott Dougan

Have you ever wondered how the world would be different if there were no mirrors? If we couldn’t see ourselves, how would our self-esteem and interactions with others change? Taken even further, it seems that we view the larger world through a reflective lens too. “I see what’s happening out there but how does that make me look or make …

View Post

Team Spotlight: Kathleen Sherman

In Articles, Articles: Kansas City Office, Fall 2021, Team Spotlights by Scott Dougan

Kathleen Sherman Elevated Retirement Group Event Coordinator 3 years, 7 months WHAT I LOVE ABOUT MY JOB: I love my opportunities to help grow ERG through partnering well matched pre-retirees with Scott and his advisors, as well as, developing relationships with major corporations locally and nationally in helping them provide financial literacy to their employees through education and retirement planning. …

View Post

Back to the Basics: Return Policy

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, Fall 2021, SLC Fall 2021 by Scott Dougan

As more and more shopping moves from brick-and-mortar stores to the internet, the risk of getting it wrong escalates. A pair of pants bought from a website, without trying them on first, is something that would have seemed insane 25 years ago. Will they even fit? I recall the back-to-school ritual of trying on jeans while seeking Mom’s approval (since …

View Post

Briefcase Study: Now That I’m Retired

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, Fall 2021, SLC Fall 2021 by Scott Dougan

“Now That I’m Retired, I Wonder How I Got Anything Done When I Was Working!”  “How’s retirement treating you?” – I asked. “I’m failing miserably at it. I’m so busy now that I wonder how I got anything done when I was working. “ If I had a dollar for each time I’ve heard something to this effect, I’d be …