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A New Housing Paradigm 2019Money MoxieNewsletter

A New Housing Paradigm

Since the housing crisis and recession of 2008, the American dream of homeownership has changed.…
SFS
SFSJuly 29, 2019
Don’t Burn Down The House! 2019Money MoxieNewsletter

Don’t Burn Down The House!

A home is the largest asset for American households, surpassing retirement accounts, vehicles, and other…
SFS
SFSJuly 29, 2019
Spiking the Punch Bowl 2019Money MoxieNewsletter

Spiking the Punch Bowl

Why Federal Reserve Shouldn’t Lower Rates, But Will Anyway I don’t remember a time when…
SFS
SFSJuly 29, 2019
Federal Reserve Is Expecting Winter In July 2019Executive MessageMoney MoxieNewsletter

Federal Reserve Is Expecting Winter In July

Last February, St. George, Utah had its biggest snowstorm in 20 years. Nearby, Zions National…
SFS
SFSJuly 29, 2019
Get in the Right Lane 2019Money MattersNewsletter

Get in the Right Lane

Missing a freeway exit can be extremely aggravating. Once missed, you are required to drive…
SFS
SFSJuly 1, 2019
Women Face Unique Challenges. Good Decisions are Essential. 2019Executive MessageMoney MattersNewsletter

Women Face Unique Challenges. Good Decisions are Essential.

This year marked the 4th anniversary of our Just for Women conference and the launch…
SFS
SFSMay 24, 2019
Heritage Planning 2019Newsletter

Heritage Planning

What Successful Families Do Differently We all have loved ones who we want to succeed…
SFS
SFSMay 24, 2019
This Is What We Recommend In an Old Bull Market 2019NewsletterViewpoint

This Is What We Recommend In an Old Bull Market

Economies fluctuate. They always have. They probably always will. These cycles are imperfect and a…
SFS
SFSMay 24, 2019
2019 Outlook: Patience Will Pay Off 2019Newsletter

2019 Outlook: Patience Will Pay Off

“The stock market is a device for transferring money from the impatient to the patient.”…
SFS
SFSMay 24, 2019
Is Your Brain Risking Your Financial Success? 2019Newsletter

Is Your Brain Risking Your Financial Success?

The world is full of information, yet our brains are only capable of processing a…
SFS
SFSMay 24, 2019
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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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