Public Seminars |
Client Workshops |
Meet Our Coaches |
Our Firm |
Smart Vestor Pro |
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.
Our Financial Coach David Shapiro is a SmartVestor Pro, recommended by Dave Ramsey and the Ramsey Solutions organization.
Newsletters
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Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
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Concerned About Inflation? Consider TIPS
Do you understand how Treasury Inflation-Protected Securities can help mitigate inflation risk? This article provides an overview.
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Pension or Lump Sum: Which Should You Choose?
Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.