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Back to the Basics: Proof and Belief

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Summer 2022, Summer 2022 by Scott Dougan

Money and Markets  Beware: I’m going to get existential for a moment. I’ll be quick about it. Beginning in 2007 and through 2009, I found myself having a particular conversation about money with a lot of people. What started as a discussion of the happenings in the markets and economy became a journey into the historical role of gold and …

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The Battle For Status

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

Have you ever stopped to consider the role that status plays in your life? Of course, status is evident in our work relationships; supervisor, manager, and president are titles that make it easier to know our place in the hierarchy. But I wonder if you’ve considered how status impacts your financial planning. Is it possible that subconscious pursuits of status …

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If You Could Time Your Last Dollar with Your Last Breath

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

I often suggest that good financial planning means we die with money left over. Conversely, that must mean that bad financial planning means we run out of money before we die. Of course, omitted from this binary look at the topic is the possibility that you’ll spend your last dollar as your last breath exists your body. Wouldn’t that be …

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ERG Team Building

In Articles, Articles: Salt Lake City Office, SLC Spring 2022 by Scott Dougan

As the first quarter of 2022 came to a close, the teams at Elevated Retirement Group and Elevated Capital Advisors spent an afternoon out of the office to recharge the batteries and engage in some good old-fashioned team building at Top Golf. Of course, the team building quickly turned into a competitive event with everyone trying to prove their golf …

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Financial Finish Lines and Mile-Markers

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

The Boston Marathon is an event where otherwise normal people travel great distances, at great expense, to punish themselves physically, mentally, and emotionally for 26.2 uninterrupted miles, sometimes in the rain. The very nature of a marathon race really does beg the question, “Why?” In fact, I asked a marathon runner this question years ago, “Why would you choose to …