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Welcome to our Website where you will find a wealth of information in the form of newsletter articles, calculators, and research reports.
Click on PUBLIC SEMINARS to register for one of our upcoming dinner events at the Bluebird in Logan or Ruby River Steakhouse in Ogden.
CLIENT WORKSHOPS will give you a list of our upcoming Investor Education and Coaching workshops.
Click HERE for a FREE copy of the Investor Awareness Guide
Newsletters
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Business or Hobby? It’s All About Taxes
The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.
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Rain, Sleet, Snow — and Lawsuits?
Icy winter walkways can lead to injuries and lawsuits. Find out how an umbrella policy can offer higher liability coverage.
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What’s the Real Return on Your Investments?
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
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Online Shopping Tips
As web-based retail sales continue to grow, these tips may help ensure a safer online shopping experience.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Car Affordability
How much can you afford to pay for a car?