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5 Predictions for 2015 2015Money MoxieViewpoint

5 Predictions for 2015

The Dow Jones Industrial Average crossed 18,000 for the first time in December 2014. No…
SFS
SFSMarch 9, 2015
What Happened in 2014? 2015Viewpoint

What Happened in 2014?

The U.S. economy begins 2015 with the best momentum in over a decade. For years…
SFS
SFSFebruary 23, 2015
Smedley Financial is Moving! 2015Newsletter

Smedley Financial is Moving!

After 30 years at our current location, we are excited to announce Smedley Financial is…
SFS
SFSFebruary 13, 2015
Fear Leads to 3 Costly Mistakes 2014Money MoxieNewsletter

Fear Leads to 3 Costly Mistakes

To hear bad news, all you have to do is turn on the TV. Every…
SFS
SFSJanuary 15, 2015
Do I Really Need A Backup? 2014Money MoxieNewsletter

Do I Really Need A Backup?

The holiday season is upon us and with that comes gatherings of family and friends.…
SFS
SFSJanuary 12, 2015
Need Help Allocating Your 401(k)? 2014Money MoxieNewsletter

Need Help Allocating Your 401(k)?

One of the most common questions we get at SFS is “How should I invest…
SFS
SFSJanuary 6, 2015
9 Ways to Reduce Taxable Income This Year 2014Money Moxie

9 Ways to Reduce Taxable Income This Year

It is hard to believe 2014 is swiftly drawing to a close. At this point,…
SFS
SFSDecember 16, 2014
Passwords, Hacked! 2014Money MoxieNewsletter

Passwords, Hacked!

Nearly every website you visit wants you to create a login and password. Unfortunately, passwords…
SFS
SFSNovember 6, 2014
Fraud Alert: Email Scam 2014Money MoxieNewsletter

Fraud Alert: Email Scam

Hopefully everyone knows not to reply to an email sent by a “Nigerian prince.” However,…
SFS
SFSOctober 29, 2014
The Virtuous Cycle of Rising Prices 2014NewsletterViewpoint

The Virtuous Cycle of Rising Prices

Imagine waking up tomorrow to discover gasoline prices have dropped in half. What if milk,…
SFS
SFSOctober 23, 2014
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  • Episode 114: Direct Indexing – Tax Efficiency for the Modern Investor June 9, 2026
  • Smart Summer Travel Tips — Shane Thomas June 1, 2026
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  • The Great Widow Transfer — Parker Thompson April 30, 2026
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  • Episode 111: Navigating Your 20s to 60s: Timeless Financial Advice April 30, 2026
  • Episode 110: Unlocking Generational Wealth Beyond Money April 17, 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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