The Right Tools

Issue 36.17

One of the most common acronyms I see today is DIY. I see it online, on TV, and at the store. DIY stands for “Do it yourself”, and I admit that I’m a “do it yourselfer”, which brings me to my story.

Not too long ago, we purchased a new car […]

Sayings on Wall Street

Issue 31.17

Wall Street can be a difficult place to understand, and those who work on Wall Street can be equally cryptic. Over the years I’ve watched numerous movies about Wall Street and heard many quotes and sayings that made no sense to me. As I researched the quotes, I found that Wall […]

Fun With Pennies

Issue 25.17

As a father of four, I’ve made a habit of trying to teach my children life lessons that they can take with them when they grow up and leave the nest. I frequently use old catchy sayings, interesting facts, and fun games to try and keep their attention for more than […]

The Truth About Age 65

Issue 15.17

When Social Security was established in the 1930’s the life expectancy at birth was 58 years for men and 62 years for women, and the retirement age was 65. This might look fishy on the surface and lead us to believe that the government set the retirement age at 65 so […]

Financial Defense

Issue 20.17

We’ve all heard the stories of young professional athletes who become millionaires overnight. Signing seven digit salaries with seven digit bonuses, only to watch them squander it away in a short period of time to become broke, bankrupt and even owing money. Among the most notable examples are Allen Iverson, who […]

Cliff Diving

Issue 10.17

Acapulco Mexico is home to one of the most interesting and dangerous sports in the world – cliff diving. The sport originated in 1934 when two local fishermen challenged each other’s courage by throwing themselves into the sea from the top of the cliffs. Soon after, the La Quebrada Cliff Divers […]

Marriage And Money

Issue 5.17

As investment advisers, we commonly encounter someone that recently loses their spouse or is going through a divorce and they come to us asking for help to understand their investments and finances. Who in your family makes the long term and short term financial plans? In most households we tend to […]

Al Capone

Issue 51.16

We’ve all read the articles on celebrities who have had problems with the IRS. Martha Stewart, Willie Nelson, Nicholas Cage, Wesley Snipes, and Pete Rose, to name a few, have all felt the long arm of the treasury department. But perhaps the most notorious of them all was mob boss Al […]

Utah Fraud Is On The Rise

Issue 46.16

I recently attended a luncheon where a local FBI agent Steve Kleinlein discussed local financial criminal schemes. The FBI reports that financial fraud accounts for approximately 2 billion dollars in loss each year, just in the state of Utah.

Some of the most common crimes include Ponzi schemes, identity theft, blackmail, […]

Navigating Financial Waters

Issue 41.16

Recently, I had the opportunity to float part of the Colorado river. Seeing the canyon from the river’s perspective, allowed me to witness beautiful sights not visible from above. While admiring the beauty, I couldn’t help but think about the dangers that lurk within those magnificent canyon walls.

Most dangers seem […]