If there’s one thing that we can all agree upon, it’s the uncertainly of the future. As we near the end of 2021 and look ahead to a new year, we have to shake our heads at the mystery of it all. Who would have predicted the events of this past year, from politics to pandemic to prosperity in the …
If you were to ask retirees what was the single biggest factor in their ability to retire, the answer might lie in the fact that they began saving early, saved consistently, and didn’t stop saving. Sure, some people have retirement saved for them, in the form of a pension, but the reality is that nobody lives off of their money …
‘Financial Independence’ is a wonderful goal, a beautiful aspiration, a worthy pursuit. But it’s impossible. If true financial independence is the point at which we have enough money to be free from needing to serve or be served by other people, then we’ve missed the point entirely. If we look at a pile of wealth – money, property, possessions – …
When I first began doing this work, a bit more than 20 years ago, I’d managed to arrange meetings with a number of very serious athletic coaches in an effort to gain new clients. At that time, a pulse was all that was required to get my attention, since starting in this business is so difficult. The fact that I …
We’ve all heard the argument against memorizing facts and information for a test in the modern age. “I’ll be okay as long as I know where to find the information.” is how the explanation goes. And thanks to Google, we now have access to seemingly all of the information available on any subject, so there may be something to that …
Do you know one of those people who seem to hit every green light on the boulevard of life? Everything they touch seems to work out exceedingly well? If so, they’re the person who’s likely to have retired in a year like 1991. Why? For one, the stock market began its almost-unbelievable rise through the 1990s, replenishing their retirement nest …
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 …
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 …
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 …
If you’re into sports – or even if you’re not – you’ve seen somebody at some point hit a buzzer-beating shot or get a last inning game-winning hit or sink a match-winning putt. Can you even imagine how that must feel? If you’re at all like me, you occasionally scratch your head and wonder, “Where are those moments in my …
