FREE VIDEO & WORKBOOK
Don’t leave your family in the dark. Get this simple workbook & video to help you collect all the information your family needs to know if the unspeakable were to happen.
When the Studebaker car company ceased production in 1966, it wasn’t just their business that failed. Auditors found that the company’s pension fund also had serious problems, leaving thousands of workers with reduced benefits or none at all.1 The Studebaker employees’ retirement was completely reliant on the success of a
A long time ago, when Woody Allen was known for writing funny books, he described a character named Weinstein who lay in bed feeling depressed about his age. “Next year I will be fifty-one. Then fifty-two.” Allen adds, “Using this reasoning, he could figure out his age as much as
According to Gallup, this Christmas individual Americans intend to spend an average of $932 on gifts.1 That’s up nearly $100 over last year. Are people planning to spend more because they have more money in their pockets? Not exactly. Over the past year Americans have been relying more and more
To suggest that the so-called “experts” out there don’t have a clue what is going to happen in the future would be a gross understatement. As we close out 2022, there may be temptation to guess what happens next and make changes to your portfolio as a result. Resist the
One of the most misunderstood logical fallacies is known as “begging the question.” The term is almost always used incorrectly, even by educated people, who assume it means “which raises the question.” According to Cornell Law School, “Begging the question is a logical fallacy in which an argument’s premises assume
You’ve just been seated at a restaurant and while you’re waiting for your server, you see a little sticker on the tabletop that says, “Scan me for today’s lunch specials.” It would be great to save a few bucks. So you pull out your phone and point the camera at
Before the internet, booking travel accommodations could be risky. If you simply picked an out-of-town motel out of the yellow pages, you could be in for an unpleasant surprise—a cramped room, worn out furnishings, and a noisy street right out your window. This is why many people opted to stay
In late September of 1863, with the Civil War still raging, Abraham Lincoln proclaimed that the final Thursday in November would be a National Day of Thanks. He and his cabinet hoped that the day of solemn gratitude would help “heal the wounds of the nation.”1 But the decision to
In this webinar Mark will present what exactly evidence-based investing is and why,when it comes to your time, your money, your futureAND YOUR FAMILY. . . it’s THE EVIDENCE THAT MATTERS! You may be asking: Doesn’t everyone invest with evidence? At first glance, nearly every investment recommendation may seem “evidence-based.”
The most significant thing you can do to take control of your finances is keep a budget. No matter your income level or stage of life, it will help enable you to do the most with your money and give you greater peace of mind. An ongoing budget not only
A lot of Americans would like to quit their jobs for good. For anecdotal proof, just look at the booming sales in lottery tickets. But many people aren’t waiting to strike it rich to leave the workforce before the traditional retirement age. According to Barron’s, baby boomers (the 70-million-strong cohort
Facebook (META), a “darling” investment just a year ago, has been pretty much plummeting ever since (losing about $800 billion in market cap since Sept. 2021 – which is about a -70% loss). In fact, the stock is now underperforming the S&P 500 since it went public in 2012 –
You’re driving down the interstate. Traffic is heavy and you’re running late. You get in the left lane, which is supposed to move faster. But for some reason it comes to a stop. So you dodge over to the right lane, which also stops. Now the left lane is moving
With door-to-door Christmas caroling having gone the way of the horse and buggy, Halloween is our last national holiday where we get to meet a lot of our neighbors. Of course, the next day you might not recognize the children when they’re not dressed like little princesses, monsters, or superheroes.
Back in 2012 the U.K. based Observer newspaper decided to test the performance of their panel of professional stock-pickers. In a three-way contest they pitted the trio of investment professionals against a team of finance students and a house cat named Orlando.1 According to the story, at the start of
If the stock market were a person, you would not want to be around them very much. Imagine a friend who reacts unpredictably to every major piece of economic news, often several times a day. One minute they’re on top of the world. The next minute they’re sitting in a
Drivers’ education has to be, hands down, the most boring class in high school. In home economics (if they still have it) you get to experiment with fun desserts. Wood shop lets you use dangerous tools. Even keyboarding class (formerly known as Typing) uses games to teach speed and accuracy.
Hurricanes are no joke. They are volatile and leave a path of destruction and devastation in their wake. So when it comes to advice about how to survive given two choices (riding the storm out or evacuating), evacuating to safety and then returning when it is all clear is the
September 26, 2022 Humans have always had a strong desire to know the future. Soon after writing was developed in ancient Mesopotamia the Babylonians began using it to catalog thousands of auguries—observances of natural phenomena that they believed could predict major events.1 We still want to know what’s going to
Recently, Weston Wellington from Dimensional Fund Advisors shared a presentation expressing the importance of sticking with your plan during turbulent times titled “Stay In Your Seat”. The presentation was a brilliant juxtaposition between financial market turbulence and turbulence you may experience on a cross-country flight, emphasizing the value of staying
The difference between planning ahead and worrying ahead When was the last time you watched the entire safety demonstration by an airline cabin crew? If you’ve traveled enough, you could probably stand up and give most of the presentation yourself. Using props like a seatbelt, an oxygen mask, and a
Don’t leave your family in the dark. Get this simple workbook & video to help you collect all the information your family needs to know if the unspeakable were to happen.
“The secret of getting ahead is getting started.”
– Mark Twain
© 2025 Stonecreek Wealth Advisors, Inc.
Fee-only fiduciary guidance to grow your wealth now and manage it through retirement.
Once you schedule your appointment we will send you The Introduction To Prosperous Investing which includes a short first appointment questionnaire.
To schedule your first appointment simply use the form below, or call 801-545-0696
Book Meeting
We take a personal concierge approach with every client. Our goal is to help you have peace of mind with your money and to build lasting wealth for retirement.
Contact Info:
