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 …
Elevated Retirement Group Gives Back
Providing For Those in Need As you may know, we have been working with the Utah Food Bank and their Mobile School Pantry program for the 2020-2021 school year. Because we have been unable to host our annual ‘Rise Against Hunger’ meal packing events, we thought this would be a great way to continue our effort to providing meals …
Back to the Basics: The Choice Challenge In Retirement
The Choice Challenge In Retirement If you were to ask me what is my very favorite thing, I think I’d say it’s choice. I suppose it’s like declaring that freedom is good. The very ability to make choices with our time, money, relationships, careers…these all make life so much richer than the alternative, having few choices. An uncluttered view of …
2021 Summer Newsletter: Salt Lake City
The dog days of summer are here. We just wrapped up the baseball season for my son, Michael, and his nine-year-old team of little leaguers. As you do in Utah, we started the season battling snow, rain and cold temps only to end the season scrambling for shade, dousing each other in sunscreen and praying a cloud would hover above …
Is It Possible To Over-Save For Retirement?
There are countless studies that reveal how underprepared baby boomers are for retirement. As a group, it’s said that boomers are doomed to poverty lifestyles during retirement, that is, if they can ever retire at all. Sobering, indeed. While I can’t comment on all people approaching retirement, I often consider how much saving is “too much.” So I ask you: …
Diversification: Always Something To Celebrate (And Apologize For)
This may feel like an old, well-worn topic, but please bear with me; I hope to present a new twist. Diversification is a time-tested way for investors to manage the inherent risks of investing by owning lots of different kinds of assets. Diversification takes many forms, but often looks like this example: owning 60% of a portfolio in stocks and …
Cash: The Glue That Holds It All Together
Have you ever gazed upon an heirloom-quality piece of furniture, a new gourmet kitchen, or a stunning sports car and thought to yourself, “The glue-work is simply exquisite.” Probably not. I know I haven’t. But what would that object look like if it wasn’t fastened together correctly, or at all? It’d be little more than a pile of individual parts …
Report: Second Quarter Economic Update
A new US president and the winding down of most government-led pandemic safety measures welcomed investors to 2021. As we experienced the reopening of many countries, volatility appeared in the equity markets but resulted in new market highs in the second quarter. The S&P 500 has now gained ground for five quarters in a row. Notably, it has gained more …
