Back to the Basics: Total Value
So much attention gets paid to the growth (or decline) of the stock market that I fear we can become hypnotized by it and fall prey to sloppy fundamentals from time to time. How do I know this? Because many of the people we work with admit to receiving each investment statement and simply doing the ol’ “Is it up …
Briefcase Study: “So, compared to others, how are we doing?”
This question came up recently and it comes up often and I love it when people have the courage to ask. Don’t you secretly want to know if you’ve saved more than your friends or if your income is higher? It’s easy to tell if your house is bigger or if your car is more expensive. But when it comes …
Client Spotlight: Tom and MaryKaye
England, Scotland, Ireland Tom, who worked in social services and at Primary Children’s Hospital and MaryKaye, who ran a Preschool program and taught the Pre-K4 class, finally made the decision to head down the road of ‘official’ retirement. One of their first adventures included a trip to the UK to visit their youngest daughter, who is there working on her …
Our New Office in St. George
In mid-October, our new office in St. George will be open for business. Being a satellite office for us, meeting times will be done ‘by appointment only’, but feel free to give us a call here at our Sandy office to find out when the team will be there. We are excited to be able to serve our clients in …
State of the Union
Join Us December 4th Salt Lake Community College Miller Campus 9750 South 300 West Draper, UT 84020 We will be doing an end of year ‘State of the Union’ event with our Chief Investment Officer; Mike Sorrentino on December 4th. This event will allow clients and prospects to hear from Mike and get his thoughts on what happened in 2019 …
