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Blog

Glen Zaugg | Apr 4, 2022

The Value of Investing with a Financial Advisor Instead of a Do-It-Yourself Approach

Investments

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can

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Glen Zaugg | Apr 1, 2022

What are Employee Stock Options, and why should I care?

Finance

As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, the benefits are enormous. In this

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Glen Zaugg | Mar 28, 2022

Navigating a Financial Crisis

Finance

During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know

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Glen Zaugg | Mar 25, 2022

5 Year-End Tax Planning Opportunities for the Savvy Investor

Tax Planning

Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year

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Glen Zaugg | Mar 21, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Glen Zaugg | Mar 18, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Glen Zaugg | Mar 11, 2022

Why Does the Beginning of 2022 Feel Different?

Retirement
Finance
Investments
Tax Planning
Let’s face it, 2022 has had a rocky start. We’ve seen a lot of selling, a lot of volatility, and rebalancing among asset classes during these first few weeks of
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Glen Zaugg | Mar 7, 2022

Why Does the Beginning of 2022 Feel Different?

Retirement
Finance
Investments
Tax Planning
Let’s face it, 2022 has had a rocky start. We’ve seen a lot of selling, a lot of volatility, and rebalancing among asset classes during these first few weeks of
Read More
Glen Zaugg | Mar 4, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Glen Zaugg | Feb 25, 2022

Market Turbulence – Rates and Russia

Risk Management
Finance
Investments
The return of market turbulence, heightened volatility, and geopolitical uncertainty have dominated the investment landscape as we begin the year 2022. Stocks
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Glen Zaugg | Feb 21, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Glen Zaugg | Feb 18, 2022

Investment Tips for All Seasons

Investments

If you’ve been investing in stocks or bonds for a while, you may feel like you have an understanding of this precarious trade. You may even be making plans to

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Orem Office

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Orem, UT 84058

 

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Suite #102,
1680 West Hwy 40,
Vernal, UT 84078

Contact Info

801-221-4700
contact@msftaxes.com

     

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Securities offered through Avantax Investment ServicesSM, Member FINRA/SIPC, Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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