Mon - Fri 8:30 AM - 5:00 PM (801) 225-5555

Tag

investing

Couples Retiring on the Same Page

Couples Retiring on the Same Page Agreeing about what you want from retirement is crucial. What does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least roughly similar? The Social Security Administration currently projects an average retirement of 18 years...
Read More

When Bad News Is Good News

When Bad News Is Good News A surprising reaction to tapered bond purchases? Financial markets can be challenging to understand. But when markets enter a “bad news is good news” cycle, it becomes even more difficult to follow along. At its November meeting, the Fed outlined its plan to taper monthly bond purchases, which will...
Read More

Speed Bumps & Headlines

Speed Bumps & Headlines Focus on your overall approach during times of short-term volatility. As an investor, it can be tempting to get caught up in daily news headlines. Consider how news about the election and COVID-19 vaccines have moved the markets over the past several weeks. But having a financial strategy can help you...
Read More

Ouch! September’s Market Correction Hurt

Ouch! September’s Market Correction Hurt Here’s what you need to know. In theory, investors understand that stock market corrections are part of the investing process. But experiencing a setback—like the one we’ve witnessed in the past four weeks—can raise a lot of shoulda, woulda, coulda questions. From its intraday high on September 2 to its...
Read More

Your Diversified Portfolio vs. the S&P 500

How global returns and proper diversification are affecting overall returns. “Why is my portfolio under-performing the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that even when Wall Street rallies, international markets...
Read More