It’s easy to think about the stock market like it’s a retirement program. That’s certainly how it seems to function as you save toward that goal. Typically you’ve accumulated a lump sum and/or set up an automated contribution to your portfolio and are following a disciplined plan with the end
One of the most intriguing mysteries of the sea is the phenomenon of ghost ships. These aren’t spectral crafts that haunt the waves, but rather fully intact boats that are found completely abandoned. Among the most famous (and baffling) of these is the Mary Celeste.1 In November of 1872 the
It’s been exactly thirty years since the story of an intellectually challenged man from Alabama took America by storm. Forrest Gump, with Tom Hanks playing the title role, was the top-grossing movie of 1994, taking in more than $678 million at the box office.1 The film was also a critical
Money comes with a lot of emotional baggage. Especially if you’ve ever been painfully aware of your lack of it. Unless you grew up in a wealthy family, you probably have a few stories of financial embarrassment. Maybe you felt like you were the only kid at your school who
It can sound cynical to say that the American Revolution had a financial motivation. After all, the writings of the Founders and the personal consequences most of them suffered because of the rebellion seem to belie the idea that they wanted independence just to make money.1 However, it’s also correct
Even if you’ve never heard of Elisabeth Kübler-Ross, you’re probably familiar with her Five Stages of Grief.1 These are phases that we naturally go through after experiencing a significant loss: denial, anger, bargaining, depression and acceptance. People tend to go through these stages in the order given, not because they
In some ways, planning for retirement is abstract. You talk about things like dreams, goals, and second chapters. But in other ways, it’s just simple math. You’re going to need X amount of dollars per month over Y number of years. It’s that second number, the Y variable, we have
We love our cars. They get us to work. Haul all our stuff home from the store. And allow us to enjoy those weekend road trips in comfort. But even more than that, a car is a powerful personal expression. For many people, what a person drives says a lot
If intensive computer analysis of stock market data has allowed short-term investors to beat some benchmark indexes some of the time, shouldn’t the added sophistication of artificial intelligence (AI) allow them to beat the market most of the time? People looking to make money from well-timed speculation certainly hope so.
In the 1970s Heinz Ketchup ran a series of TV commercials which highlighted an attribute of their product that many people saw as a frustration: It took a long time to pour their ketchup out of the bottle. Heinz, however, flipped this seeming negative into a defining positive. While you
“Hitch your wagon to a star,” wrote Ralph Waldo Emerson.1 Many people take this famous metaphor to mean simply “aim high.” But Emerson possibly had more in mind. Your wagon (your life prospects) needs something to pull it. He was suggesting that rather than settling for the usual plodding horse,
If you want to start a lively discussion among a group of retirement experts, just casually toss out the question, “What’s the best age to start taking Social Security?” The reason the answer to that question is so debatable isn’t because Social Security benefits are some vague mystery. Studies have
One of the most famous movie lines of the past sixty years comes from the 1970 release Love Story. Ryan O’Neal’s character apologizes for an angry outburst at his romantic partner, played by Ali MacGraw. Her character replies, “Love means never having to say you’re sorry.”1 The line is famous
Whitewater rafting can be exhilarating—the wilderness setting, the unique view you can only get from the river, and the thrill of feeling yourself propelled along by the roaring water. However, even with an experienced guide, you can find yourself feeling out of control as your raft is bounced and spun
How often have you seen this scenario in a big football game? With less than a minute on the clock, the team trailing by a point or two gets the ball deep in their own territory. Their final drive down the field gets stalled and they face fourth and long,
It’s taken a long time for professional wrestling to be treated like a legitimate sport. For its first fifty years, to see one of these scripted matches you’d have to show up on a Saturday night to your local armory. But eventually pro wrestling began to get some fringe slots
Even as the stock market has continued to climb recently month in and month out, investors are becoming uneasy.1 They worry that inflation will once again run rampant. That the Fed will not cut interest rates. And that what seems like a promising economic recovery will run out of gas.
Presented by Mark K. Lund, Financial Advisor America has roughly 5 million people age 65 to 74 who are single and childless.1 While these solo retirees report that they enjoy their independence and added freedom, they are also worried about the downsides of being alone, such as loneliness and not
Presented by Mark K. Lund, Utah Financial Advisor Shortly after Aretha Franklin died, it was revealed that she had not left a formal will. At the time of her death the 18-Grammy-winning Queen of Soul had an estimated worth of $80 million and a catalog of intellectual property which was
You see one headline that says, “Inflation Finally Under Control,” followed by one that reads, “Banks Wary of Further Inflation.” A news outlet announces, “Unemployment Near Record Low.” Yet on the same day another says, “Tech Companies Eliminate Thousands of Jobs.” You might wonder, are we in good economic times
When it comes to retirement we usually hear “save more.” While this may be the solution for most people’s financial situations, it may also not be the right solution for everyone. There are various ways to save for retirement. Just turn on the radio, TV, or go to the internet
Over the last 25 years we have developed and refined a process we refer to as The Introduction To Prosperous Investing. It’s a four step approach that ensures we lay the groundwork for a prosperous investment strategy to meet your personal needs, your goals, and your vision, whatever that may be.
When you schedule your appointment, we will send you
The Introduction To Prosperous Investing
To schedule your first appointment simply use the form below, or call us at 801-545-0696
We’re here to help you have peace of mind with your investments so you can enjoy retirement how you’ve always envisioned.
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