A friend who was discouraged about their weight loss efforts was bemoaning the necessity of food. “If you have a drinking problem,” they said, “you can give up alcohol. But if you have an eating problem, you can’t just give up food.” The same is true of money. The drive to acquire it can warp […]
How to Keep Money From Owning You – Presented by Mark K. Lund, Financial Advisor in Utah Read More
There are times in life when you should try to win. And times when it’s smartest to simply avoid losing. Take tennis, for example. Simon Ramo, a scientist and statistician, demonstrated that professional tennis players and weekend tennis players play a fundamentally different game. “In expert tennis,” he writes, “about 80 percent of the points
At age 54, Jeanne Thompson was the perfect candidate for early retirement. She had the motivation: a demanding job that had left her feeling burned out. She had the financial wherewithal: a buyout offer from her employer. And she had the knowledge: as part of her job, she had helped people plan for retirement. Thompson
“Regrets, I’ve had a few But then again too few to mention”1 This memorable lyric from the song “My Way,” famously crooned by Frank Sinatra, describes what many consider to be the ideal way to look back on your life. It essentially says that the successful individual rarely makes mistakes. And when they do, they
The Right Way to Think About Regret – Presented by Mark K. Lund, Financial Advisor in Utah Read More
As a rule, we want those involved in the investment process with us to be focused exclusively on maximizing the possibility of a successful investment experience. The potential merits of ESG investing could be debated ad nauseam. From an apolitical perspective, at Efficient, we have a practical preference to follow the long-standing evidence academia has
Are your investments working for YOU? Read More
You’ve probably heard the old sports adage “You miss 100% of the shots you don’t take.” It speaks to our tendency, when considering some important action, to wait until conditions are ideal and our chances of success are nearly guaranteed. We fear that if we try and fail, it will end our chances for success.
This Labor Day, as we enjoy our extra day of leisure (or intense yard work for some), we should remember that the standard two-day weekend we take for granted is not even a hundred years old. In 1926, the Ford Motor Company began a revolutionary new work schedule, where employees were given both Saturday and
There’s no question that being perceived as poor is something to be avoided in our society. People are willing to spend more than they can afford on designer clothes, the latest phone, and a nice car to create the appearance of doing well. Not only does a below-average income put financial stress on an individual,
Below is Morningstar’s daily Market Barometer from just after close on June 3rd. It was a wild ride straight UP!!! Markets have been weird this year. The news and media – even weirder. If you listen to the news, not much would indicate that we were about to see an awesome positive spike. The lesson here
Got to be in it to win it – Presented by Mark K. Lund, Utah Financial Advisor Read More
When it comes to packing for a trip, there is a whole spectrum of people. At one end are the minimalists who somehow fit everything they need for a two-week vacation into a small carry-on or backpack. At the other extreme are the overpackers. These are people who need two or even three full-size suitcases
Once you schedule your Introduction To Prosperous Investing, we will send you a short first appointment questionnaire within 24 hours. The first appointment questionnaire gives us a brief overview of your current situation, what your top concerns are, and will helps us better understand your investment experience. To schedule your first appointment, simply call us at 801-545-0696 or click, Let’s Begin.
We’re here to help, no matter where you’re starting from!
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