2022 Fall Newsletter: Salt Lake City
The days are getting shorter, the nights cooler. The leaves are changing colors. Fall is upon us, and life is feeling more and more “normal” each day. My calendar is definitely looking more “normal” these days. And by “normal” I mean full! Just like before the COVID-19 pandemic stopped us all in our tracks, my evenings and weekends are packed …
Back to the Basics: Financial Decision Making a Four-Year-Old Would Approve Of
I fear that we’re all victims. All too often, we’re victim to forces that surround us that are pushing us to act in ways that appear to be rational but lack something critical: a clear purpose. In the busy-ness of daily life, we act on instinct and sometimes in haste. I do it and I suspect you do too. It’s …
Briefcase Study: The One Word Retirement Plan
Working in the retirement planning realm for so long has given me the opportunity to talk with hundreds, perhaps thousands, of people about what they hope to experience during retirement. Discussions of money, time, and purpose lead to so many interesting insights about what a life well-lived might look like. A simple question like, “What would you like retirement to …
Client Appreciation Golf Outing
You’re Invited Elevated Retirement Group Client Appreciation Golf Outing 8:30 am Shotgun Start on Friday, September 9th, 2022 Stone Mountain Golf Course 1247 E. Mike Weir Dr. Draper, UT 84020 Please RSVP by September 6th by calling (801) 639-0095. Closest to the pin and raffle prizes awarded!
Alzheimer’s isn’t waiting, and neither are we
Elevated Retirement Group is participating in the Alzheimer’s Association Walk to End Alzheimer’s® and fundraising for Alzheimer’s care, support, and research. Please consider supporting us in the fight to #ENDALZ by making a donation on our fundraising page or by signing up to participate in the walk itself, which will take place Saturday, September 24th at Rio Tinto Stadium. Every …
2022 Summer Newsletter: Salt Lake City
It’s the most wonderful time of the year: baseball season! Summer is sizzling! The kids have been out of school for a few weeks now, so we’re trying to make the most of these fleeting summer days. Our family kicked off our summer with a trip to Pensacola, Florida with Erika’s family. We rented a little condo on the beach …
Briefcase Study: Breakthrough in a Box
When an Amazon box arrives at the front door, it’s an exciting moment. Is it…for me? Boy, I sure hope so (having forgotten what I may have ordered in the first place). Generally, the thing in that box is the result of a decision process that was either minutes long or one that took months of research. Either way, taking …
Back to the Basics: Proof and Belief
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 …
ERG Team Building
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 …
2022 Spring Newsletter: Salt Lake City
Spring is here – the trees are blossoming, the birds are chirping and the bats are swinging. It’s the most wonderful time of the year: baseball season! Not only have the pros started playing (which almost didn’t happen!), my nine-year-old son, Michael, and his team began their season as well. His games started in March with a couple of out-of-state …
