Relationships Our firm is built on the principle of honoring client relationships.  It is simply more rewarding for us to get to know you in a meaningful way than it

We’ve heard from many of you about your concerns surrounding the upcoming election. Our response has remained consistent: historically, market data shows that the outcome of elections does not have

There may be an unprecedented amount of uncertainty heading our way and it has nothing to do with the presidential election. It has to do with taxes. The biggest tax

Anyone who has moved after residing in a home for many years understands that pain involved in moving.  Aside from the cost and aggravation, you also get to deal with

Every year in Utah, a group of elite runners from all over the world descend upon Snowbird, a community that sits at just over 8000 feet, outside of Salt Lake

Retirement changes all aspects of life, including investing.  When saving for retirement there is an emphasis on return, usually with defined time horizons.  Living in retirement shifts the emphasis to

Lakely Taylor Puckett was born on August 25th, 2021. She is our third little girl. Skylar is now four and a half years old and Rayla is two and a

What is Medicare? Medi-gap? Why are there parts A, B, C and D? What do they mean? These are all questions I have had and addressed at various points in