No more travels for me this week, at least by plane. I’m a scoutmaster in my local troop. We have started the cycling merit badge and last week we road 10 miles. We will be doing two 10 miles, two 15 miles, two 25 miles and one 50 miler around Bear Lake to complete the… Read More


Last week I was in Florida at the Raymond James convention, and this week I am in San Francisco working on the services we offer you at Wasatch Wealth, particularly for Wealth Management.  It is the first time for me to be on both sides of the continent within two weeks. One speaker, Dr. Dan… Read More


Hey there! Marv Sr and I just returned from Orlando, Florida attending the Raymond James Annual Convention for Professional Development.  It has been an intriguing week.  We have been updated on major regulatory changes, fraud prevention and improved technology coming soon.  We were exposed to multiple economic, investment strategists and political experts from across the… Read More


At its March 15 meeting, the Federal Open Market Committee did what many expected: raised the target federal funds rate to between 0.75% and 1%. The 25-basis-point increase was in line with market expectations and reflected “the economy’s continued progress toward the employment and price stability objectives,” according to Federal Reserve (Fed) Chair Janet Yellen.… Read More


You’ve received the ominous message that your account has been compromised. Now what?   Raymond James has 7 steps to take action immediately should it happen.  Click Here to read the  Point of View article.… Read More


From time to time some of our clients will express their concerns on the future of the markets based upon who is elected as President this year.  The truth is markets don’t care about politics.  The markets care about profits.  No matter who is elected this year, there will be a way for companies to… Read More


Changes to Social Security rules, which went into effect on November 2, 2015 as part of the 2015 Bipartisan Budget Act, will affect the amount of Social Security benefits many Americans will be eligible to receive in the future. Below is a brief summary of the changes made.  As each situation is unique, we highly… Read More