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Blog

Person holding jar of coins with a 'savings' label
Glen Zaugg | Jan 10, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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Avantax Market Update
Glen Zaugg | Jan 6, 2024

Avantax Market Update – January 2024

Investments
Education
Finance
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns through December and the year 2023 and then shifts
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Avantax Market Update
Glen Zaugg | Dec 6, 2023

Avantax Market Update – December 2023

Finance
Education
Investments
Market Update
Avantax Market Update – December 2023
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Man reading newspaper next to laptop and phone
Glen Zaugg | Nov 15, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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Avantax Market Update
Glen Zaugg | Nov 7, 2023

Avantax Market Update – November 2023

Finance
Education
Investments
Retirement
Risk Management
Tax Planning
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns through October and discusses the economy, the
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Couple walking in a field with the ocean in the background
Glen Zaugg | Oct 24, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
Read More
Set of keys beside miniature house
Glen Zaugg | Oct 11, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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Avantax Market Update
Glen Zaugg | Oct 5, 2023

Avantax Market Update – October 2023

Finance
Education
Risk Management
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns through September and discusses the Federal Reserve
Read More
Business page of a newspaper
Glen Zaugg | Sep 28, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Avantax Market Update
Glen Zaugg | Sep 11, 2023

Avantax Market Update – September 2023

Tax Planning
Education
Risk Management
Finance
Investments
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns through August, discussed the Federal Reserve, the
Read More
Grandmother with child
Glen Zaugg | Sep 8, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Person writing a list in a notebook
Glen Zaugg | Aug 23, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
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Orem Office

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Orem, UT 84058

 

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Vernal, UT 84078

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