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Our firm is excited to announce the launch of Elevated Financial Wellness!

In Articles, Articles: Salt Lake City Office, SLC Spring 2021 by Scott Dougan

Studies show that eighty percent of employers’ report that financial stress is lowering their employees’ productivity level, and it’s costing them nearly half a trillion dollars annually.*   The EFW platform provides financial wellness technology with a human approach. Employees will not only have access to assessment tools to understand their financial/retirement needs but will also have access to our …

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Back to the Basics: Why Buying Luxury Items Is Less Harmful at 62 Than at 22

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Back to the Basics, SLC Spring 2021, Spring 2021 by Scott Dougan

Why Buying Luxury Items Is Less Harmful at 62 Than at 22 This rant may come as a surprise to you, at least coming from me. It’s actually a little surprising to me that I’m writing it because I wrestle with this topic quite a bit. The subject is that of luxury items; things like a ’69 Camaro, a Florida …

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Briefcase Study: Consider the Platinum Rule

In Articles, Articles: Kansas City Office, Articles: Salt Lake City Office, Briefcase Studies, SLC Spring 2021, Spring 2021 by Scott Dougan

Are You A Caregiver? Consider the Platinum Rule  In this Briefcase Study, we’re going to focus on a topic that isn’t financial, necessarily, but a heart issue instead. If you find yourself, like so many others, caring for a family member as they age, you’re doing some very challenging work. We hear a lot of the stories from the families …

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2021 Spring Newsletter

In Newsletters, Newsletters: Salt Lake City Office, Newsletters: Salt Lake City Office, SLC Spring 2021 by Scott Dougan

Walk outside. Do you smell that? Fresh-cut grass, turned-over dirt, worn leather, peanuts… It’s baseball season! The most wonderful time of the year!  As you all know, sports looked quite different in 2020. The Major League Baseball season was shorter than usual and didn’t start on time. The same thing happened with my son’s baseball season, but we were happy …