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Markets Might Predict Elections, But Elections Don’t Predict Markets 2020Money MoxieNewsletter

Markets Might Predict Elections, But Elections Don’t Predict Markets

Election years are usually positive for stocks, and despite all that has happened in 2020,…
SFS
SFSOctober 5, 2020
The Emotional Cycle of Investing 2020Money MoxieNewsletter

The Emotional Cycle of Investing

Emotions are a dominating force that impacts every aspect of our lives. The decisions we…
SFS
SFSOctober 5, 2020
The Pendulum Swings 2020Executive MessageMoney MoxieNewsletter

The Pendulum Swings

There is a giant pendulum that swings ever so slowly. When it gets to one…
SFS
SFSOctober 5, 2020
The Danger of Retiring Into Uncertainty 2020Money MoxieNewsletter

The Danger of Retiring Into Uncertainty

Your decision to retire may be one of the hardest you will make. A lifetime…
SFS
SFSOctober 5, 2020
Will Real Estate Stay Red-Hot? 2020Money MoxieNewsletter

Will Real Estate Stay Red-Hot?

Red-hot housing prices have impacted anyone looking to buy a home recently. Many people have…
SFS
SFSOctober 5, 2020
What is in a name? 2020Money MattersNewsletter

What is in a name?

When it comes to designating a beneficiary – everything! It is hard to remember how…
SFS
SFSSeptember 1, 2020
What Makes the World Go ‘Round? 2020Money Moxie

What Makes the World Go ‘Round?

I ran my first half marathon in August of last year. I have never been…
SFS
SFSJuly 29, 2020
Can We Stop the Tide? 2020Money MoxieNewsletter

Can We Stop the Tide?

I love Warren Buffett’s metaphor about the tide going out. It’s hilarious and true. Jerome…
SFS
SFSJuly 29, 2020
What is Regulation Best Interest? 2020Money Moxie

What is Regulation Best Interest?

By now, if you have accounts with SFS, you have received a new form called…
SFS
SFSJuly 29, 2020
Living In Unprecedented Times 2020Executive MessageMoney Moxie

Living In Unprecedented Times

The last five months have been record-setting in more ways than we could have imagined.…
SFS
SFSJuly 29, 2020
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Recent Posts

  • Episode 114: Direct Indexing – Tax Efficiency for the Modern Investor June 9, 2026
  • Smart Summer Travel Tips — Shane Thomas June 1, 2026
  • Episode 113: Will Housing Slow the Economy? May 27, 2026
  • Episode 112: Good Debt, Bad Debt: Know the Difference May 12, 2026
  • The Pink Wheel of Roth Conversions — Jordan Hadfield April 30, 2026
  • 4 Better Ways to Spend Your Tax Refund — Amy Hansen April 30, 2026
  • The Predictive Power of Oil — James Derrick April 30, 2026
  • The Great Widow Transfer — Parker Thompson April 30, 2026
  • Dow 100,000: Crazy Talk or the Next Inevitable Milestone? — Mikal Aune April 30, 2026
  • Episode 111: Navigating Your 20s to 60s: Timeless Financial Advice April 30, 2026
  • Episode 110: Unlocking Generational Wealth Beyond Money April 17, 2026
  • Episode 109: Skydiving into Financial Freedom: Knowing Your Retirement Number April 7, 2026

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Recent Posts

  • Episode 114: Direct Indexing – Tax Efficiency for the Modern Investor
  • Smart Summer Travel Tips — Shane Thomas
  • Episode 113: Will Housing Slow the Economy?
  • Episode 112: Good Debt, Bad Debt: Know the Difference
  • The Pink Wheel of Roth Conversions — Jordan Hadfield
  • 4 Better Ways to Spend Your Tax Refund — Amy Hansen
  • The Predictive Power of Oil — James Derrick

Tags

401(k) cyber aware cybersecurity debt economy Federal Reserve finances Financial planner financial planning goals Income for Life inflation interest rates investing investments IRA James R Derrick CFA Jordan R. Hadfield CFP® Just for Women lifetime income planning Mikal B. Aune CFP® Parker Thompson Parker Thompson CFP® podcast Power Up Wealth QCD recession retirement retirement income planning retirement planning risk Roger M. Smedley CFP® salt lake city saving savings Shane Thomas Sharla J Jessop CFP Sharla J Jessop CFP® social security stock market Taxes tax planning Tech The Fed utah

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