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Powerful Performance 2014Money MoxieNewsletterViewpoint

Powerful Performance

Economic growth in the United States was slow last year as the federal government dropped…
SFS
SFSMarch 24, 2014
Women and Investing – Defining Your Future 2014Money MoxieNewsletter

Women and Investing – Defining Your Future

Understanding money – how to make it work for you – is important to everyone.…
SFS
SFSMarch 6, 2014
Division of Labor 2013Money MoxieNewsletter

Division of Labor

Over the years the financial roles of men and women have transformed. In the 1700s,…
SFS
SFSJanuary 21, 2014
Shutdown Showdown Can’t Sink Stocks 2013Money MoxieNewsletterViewpoint

Shutdown Showdown Can’t Sink Stocks

In October, the U.S. Government operated under a partial shutdown for 16 days. During that…
SFS
SFSDecember 18, 2013
Obamacare Medical Costs on the Rise 2013Money Moxie

Obamacare Medical Costs on the Rise

There is no shortage of controversy surrounding Obamacare. Apparently there is also much confusion around…
SFS
SFSDecember 9, 2013
The Federal Reserve Will Soon End its Easy Money Stimulus 2013Money MoxieNewsletterViewpoint

The Federal Reserve Will Soon End its Easy Money Stimulus

When Lehman Brothers collapsed in 2008, all lending essential stopped. The U.S. Federal Reserve (Fed)…
November 1, 2013
The Ultimate Marathon: Retirement 2013Money MoxieNewsletter

The Ultimate Marathon: Retirement

Top notch athletes have something in common. Each possesses a strong commitment to endure to…
October 11, 2013
If You Think Financial Planning is Expensive, Try Ignorance 2013Executive MessageMoney MoxieNewsletter

If You Think Financial Planning is Expensive, Try Ignorance

Dear Valued Clients and Friends, The poor don’t have a monopoly on uninformed financial decisions.…
October 11, 2013
College Education – A New Path 2013Money MoxieNewsletter

College Education – A New Path

What’s happening to the college experience in America? It’s changing. Not because of the campus…
September 23, 2013
“The Most Powerful Force in the Universe” 2013NewsletterViewpoint

“The Most Powerful Force in the Universe”

Those who understand interest, receive it. Those who don’t, pay it. As investors, we believe…
September 23, 2013
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  • 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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