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 …
If Only Investing Was More Like Sports
If you’re into sports – or even if you’re not – you’ve seen somebody at some point hit a buzzer-beating shot or get a last inning game-winning hit or sink a match-winning putt. Can you even imagine how that must feel? If you’re at all like me, you occasionally scratch your head and wonder, “Where are those moments in my …
What Is Your Enough Number?
What Is Your Enough Number? This week I’ll share with you a very simple idea that may change your life. Yes, I said it may change your life. I don’t say that often, but I think it fits here. The concept is called the ‘EIEN’ and it can transform your thinking from one of scarcity to abundance almost overnight. Let …
The Curse of Knowledge
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 …
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 …
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 …
