State Of the Markets Event
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 …
Elevated Retirement Group Gives Back
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 …
2021 Fall Newsletter: Salt Lake City
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 …
2021 Fall Newsletter: Kansas City
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 …
Team Spotlight: Kathleen Sherman
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. …
Back to the Basics: Return Policy
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 …
Briefcase Study: Now That I’m Retired
“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 …
70/100 Retirement Vision
I don’t know what a perfect life looks like or a perfect retirement plan either. What I can say is that it would be really fun to plan a life that was built upon a 70/100 model (I just made that up, it’s not a thing). That is, a person would enjoy their work enough to retire from it at …
2021 Summer Newsletter: Kansas City
We did it. With the mask mandates being lifted, and vaccinations on the rise, we’re headed into summer of 2021 with full faces and full hearts. The last year-and-a-half has tested us on so many levels. Fortunately, we can begin to discuss this in past tense, and I couldn’t be happier. I only hope that the perspectives that we gained …
Briefcase Study: House Fever
Home is where the heart is. There’s no place like home. When the house is a rockin’ don’t bother knockin’. There’s no questioning the fact that a home is a critical piece of our lifestyle and identify. Where we live has a lot to do with whom we associate and spend time as well as how we perceive our standing …
