In 2019, Jordan Maglich of PonziTracker.com released a 10-year survey of Ponzi schemes in the U.S. What he found confirmed what many Utah financial advisors have suspected for decades Read more
Understanding Financial Advisor Credentials, Titles and Terms
What’s the difference between a financial advisor and a financial planner? Between fee-only and fee-based? Between CFP® and CFA®? Read more
Huge Tax Savings Using Net Unrealized Appreciation (NUA) Rules
Do you have company stock in your 401(k) plan? Net Unrealized Appreciation rules could save you thousands in taxes. Read more
19 Questions You Should Ask Your (Prospective) Financial Advisor
Are you trying to decide who to hire as your new financial advisor or wondering if the one you have is acting in your best interests? With so many opinions and convincing sales pitches out there, it can feel like an impossible task. Read more
Do You Have an Investment Philosophy You Can Stick With?
David Booth, Founder of Dimensional Funds, said that “the most important thing about an investment philosophy is that you have one you can stick with.” Read more
Approaching Retirement? Avoid These 5 Common Pitfalls
While retirement is often depicted as relaxing and carefree, the reality is that the financial uncertainty of leaving behind a steady salary can lead to high levels of anxiety. Read more
What do March Madness, Monkeys, and Mutual Fund Managers Have in Common?
Two of my favorite things in the world are basketball and investing. While watching March Madness, I couldn’t help but think of some parallels to the world of investing. Read more
Asset Location – An Overlooked, but Effective Tax Strategy
Asset location can help you significantly increase your after-tax retirement income, without saving more, retiring later, or trying to “beat the market”.
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Portfolio over $1M? You’re Paying Your Financial Advisor Too Much
For decades the status quo in the financial advisory world has been to charge clients around 1% of assets under management. This fee arrangement has many advantages. Unfortunately, most of those advantages are enjoyed by the advisors, not the clients. Read more
5 Productive Things to Do During a Stock Market Correction
Stock market corrections are never comfortable. Unfortunately, they’re also not very rare either. In fact, the market has historically averaged a dip of about 14% at some point during each year.
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