In the intricate dance between politics and finance, one persistent notion has taken center stage – the belief that presidential election years bring about heightened volatility in the stock market. While it’s true that elections…
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Tax Survey, Contribution Limits for 2023, Market Update, and Fun Retirement News
This post is a transcription from a video I recorded. You can watch the video by clicking here. We just finished our fall reviews and had a great time catching up with everybody, hearing about your…
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What’s Your Next Phase of Life?
Money is an intimate subject and one of the most beautiful aspects of my job is being able to interact with people on an intimate level. These relationships and conversations are typically taken to the…
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What Does Higher Interest Rates Mean For My Portfolio
This month’s blog post is the transcript from a video we recorded and sent to client’s on September 22. You can watch that video by clicking here. The federal reserve raised interest rates again this month…
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Spend Your Money
In the words of the great Kenny Chesney, “summertime is finally here”. We had a brutal (but much needed) winter here in Utah and over the past couple of weeks the weather has finally started…
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Debt Ceiling “Debate”
I want to address the debt ceiling charade debate that’s currently going on. If Congress doesn’t get their act together and we default on our debt, it would be absolute chaos. Over the past month…
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May in Review & Update on Income Note
Kevin Michels, CFP®, EA Our client-wide Zoom call a couple weeks ago was focused on having the right perspective. The market is volatile and random day-to-day, week-to-week, month-to-month, and even year-to-year. However over 10, 15,…
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The 5 Best Personal Finance Books I’ve Recently Read
I’m passionate about my profession and I love reading about personal finance for both educational reasons and enjoyment. Over the years, I’ve compiled a list of books that I really enjoyed and that I plan…
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Structured Income Notes to Combat Inflation
With inflation continuing to tick higher, expected interest rate hikes, and low bond yields, we’ve been in search of an alternative investment that will provide better returns than bonds without the full risk of stocks….
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Get Your Backdoor Roth IRA Contributions Done!
Last year, President Biden introduced the Build Back Better Plan, a gigantic investment in COVID-19 relief, social services, welfare, infrastructure, and climate change. To pay for the plan, many tax law changes were proposed to…
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