Client Log In

Client Log In

SwitchPoint Financial | Flat Fee Only Financial Advisor Lehi Utah
  • Home
  • About
  • Services
    • Flat Fee Wealth Management
    • 401k Services
  • Investment Philosophy
  • Why Flat Fees
  • Blog
  • Contact
SwitchPoint Financial | Flat Fee Only Financial Advisor Lehi Utah
  • Home
  • About
  • Services
    • Flat Fee Wealth Management
    • 401k Services
  • Investment Philosophy
  • Why Flat Fees
  • Blog
  • Contact
Skip to content
  • Home
  • About
  • Services
    • Flat Fee Wealth Management
    • 401k Services
  • Investment Philosophy
  • Why Flat Fees
  • Blog
  • Contact

Month: September 2018

How Often Should You Check Your Investments?

September 15, 2018

Many investors feel an almost compulsive need to check their account values on a regular basis, sometimes daily or even multiple times a day. This is a recipe for disaster. Read more

Recent Posts

  • Why Your Dimensional Fund (DFA) Portfolio Has Underperformed And What to Do About It
  • Why Your Financial Advisor Doesn’t Use Index Funds – And How It’s Hurting You
  • What Every Utah Resident Should Know About Ponzi Schemes
  • Understanding Financial Advisor Credentials, Titles and Terms
  • Huge Tax Savings Using Net Unrealized Appreciation (NUA) Rules

Archives

  • January 2021
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • June 2016

Categories

  • Industry Insights
  • Investments
  • Portfolios
  • Switchpoints
  • Uncategorized

Tags

Diversification Emergency Fund Estate Planning Fee-only Fees Financial planning Holistic Insurance Investments Risk Switchpoints Unbiased

Explore

  • Home
  • Our Firm
  • Wealth Mgmt
  • 401k Services
  • Why Flat Fees
  • How We Invest
  • Blog
  • Contact Us

Location

SwitchPoint Financial Planning, LLC

2901 W Bluegrass Blvd Suite 200-26

Lehi, UT 84043

(Serving clients across the U.S.)

Directions

Recent Blog Posts

  • Why Your Dimensional Fund (DFA) Portfolio Has Underperformed And What to Do About It January 25, 2021
  • Why Your Financial Advisor Doesn’t Use Index Funds – And How It’s Hurting You December 18, 2019
  • Facebook
  • LinkedIn
  • ADV Part 2
  • Privacy Policy
  • Disclosure
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, SwitchPoint Financial Planning LLC, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
© 2016 SwitchPoint
Top