2024 Fall Newsletter: Salt Lake City
It’s hard to believe we are coming up on just the last few months of 2024. I don’t know about you, but this year had flown by faster than any year before. We completed the last of our major remodeling projects here at the ERG office. Just last month a new, more secure front door was installed with a lot …
2024 Fall Newsletter: Kansas City
As we begin to fall back into our fall routines, the summer weather fills our rearview mirrors. The shorts get put away and we feel that cozy comfort that comes from putting on our favorite sweater, fleece, or sweatpants. Colors begin to turn, priorities shift, and we try to not look too far ahead to winter, but just enjoy the …
2024 Summer Newsletter: Salt Lake City
The dog days of summer are upon us. And though it’s hot and sticky outside, and we’d like to simply be lazy and sleep all day like our family dog, summer is a busy time for my family and me. My daughter, Coraline, will be a sophomore in high school this next year and made the varsity cheer team. Cheer …
2024 Summer Newsletter: Kansas City
On the Move This Summer Summer is coming into full swing and that means it’s time for summer travel. Whether it’s to the neighbor’s backyard for a cookout or across the world for that bucket-list European cruise, summer is the season to be on the move. With this in mind, we want to share with you some ways in which …
2024 Spring Newsletter: Salt Lake City
My business partner, Scott Dougan (Kansas City) and I started the year off with a bang. We were invited to a global financial advisors conference in January in Las Vegas where he and I were both, individually, inducted into the Advisors Excel Hall of Fame. This recognition is awarded to financial advisors who have seen prolonged success in financial planning …
2024 Spring Newsletter: Kansas City
Do you remember being young and…broke? Whether it was when you were 12 and mowed a neighbor’s lawn for a few bucks or being in college living on a fast food income or the generosity of your parents, you found so much joy in life, in spite of having almost no money. Look at you now! Could that kid or …
2024 Winter Newsletter: Kansas City
I don’t have to tell you how quickly 2023 passed us by. It seems like we just ushered in the New Year and now we’re about to get to know 2024, just like that. Over the past year, we’ve seen incredible rises in interest rates, a stock market that’s finding its footing once again, and a news year that continues …
2024 Winter Newsletter: Salt Lake City
Another new year is upon us. How did that happen? In some ways it feels like the last four years flew by in an instant. In other ways, it feels like we’ve lived a lifetime or more since 2020. Life is definitely not slowing down in my household these days. Our kids are in high school and middle school and …
2023 Fall Newsletter: Salt Lake City
Change is in the air. I’m not just talking about the leaves changing colors and the temperatures cooling. Change seems to be our theme over the past few months. As many of you know, Elevated Retirement Group will be moving to a new location this Fall. ERG continues to grow, and with that growth comes the need for more space …
2023 Fall Newsletter: Kansas City
If we had to choose the 2023 word of the year, I think we might need to make it two words: interest rates. How many conversations have each of us had this year that included a reference to interest rates in one form or another? How we got here is a fun discussion that often involves comments like, “Back when …
