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Briefcase Study: Financial Independence is a Myth

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Winter 2022, Winter 2022 by Scott Dougan

‘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 – …

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Retire in 1991 – Why Timing is Everything

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

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 …

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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 …

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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 …

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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 …

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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 …