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If You Could Time Your Last Dollar with Your Last Breath
I often suggest that good financial planning means we die with money left over. Conversely, that must mean that bad…

Shortened Workweek
If you worked one less day per week at your paid job, what would you do with your time? This…

ERG Team Building
As the first quarter of 2022 came to a close, the teams at Elevated Retirement Group and Elevated Capital Advisors…

Financial Finish Lines and Mile-Markers
The Boston Marathon is an event where otherwise normal people travel great distances, at great expense, to punish themselves physically,…
Special Reports
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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…

Report: First Quarter Economic Update
What A Difference A Year Makes The first quarter of 2021 included the one-year anniversary from the March 2020 equity…

Report: Proactive Year-End Tax Planning for 2020 and Beyond
A thorough review of your financial situation should always include tax planning. Paying only your fair share of taxes –…

Report: Making a Difference – Surprise Video Message
Making A Difference Surprise Video Message Dear Friends, We hope you are all well and safe. During this troubling time,…
Newsletters
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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…

2022 Winter Newsletter: Kansas City
I think we don’t spend enough time and energy discussing compounding. Sure, we feel its effects when we look at…

2022 Winter Newsletter: Salt Lake City
We made it through the holidays and into another year. Welcome 2022! Here’s to hoping for brighter, healthier days…

2022 Winter Newsletter: Kansas City
If there’s one thing that we can all agree upon, it’s the uncertainly of the future. As we near the…
Podcasts
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