News and Insights

News and Insights

The Road Ahead

THE DAY AFTER VALENTINE’S Day of 2011 started out like any other. Little did I know, upon waking, how much the events of that day would change the rest of my life.

Posted: February 10th, 2016 @ 12:00am by Jeff | Category: Articles & News

The New Normal

What’s “New” about a New Normal?

The concept of a new normal is anything but new. In fact, throughout  modern history, periods of economic upheaval and market volatility have  led people to assume that life had somehow changed and that new economic  rules or an expanding government would limit growth. What they could  not see was how markets naturally adapt to major social and economic  shifts, leading to new wealth creation.

Posted: October 20th, 2015 @ 3:57pm by Eric | Category: Articles & News

Why I Use a Financial Advisor

Kenneth French and Eugene Fama discuss the importance of wealth management and the value an advisor brings.

Posted: September 15th, 2015 @ 4:45pm by ryan | Category: Articles & News

Warren Buffet on Fear, Greed and Sticking with a Plan

As global markets jib and jab, rock and roll, giving rise to panic and worry, I was reflecting on a few of my favorite quotes from Warren Buffet about investing. He has a remarkable capacity to capture human behavior and wisdom within just a few words. 

Posted: August 28th, 2015 @ 10:04am by Patrick | Category: Articles & News

Our Perspective on Recent Volatility

Manning & Napier shed some interesting light on the recent volatility in the market. We believe our clients will benefit from the insight. 

Posted: August 26th, 2015 @ 4:41pm by Jeff | Category: Articles & News

Stirred but not Shaken

The last few days have been tough for global equity markets.  While there seems to be no single catalyst for the selloff, headlines abound regarding slowing global growth and increased volatility; volatility we haven’t seen since Standard and Poor’s downgraded the U.S. credit rating in October of 2011. 

Posted: August 26th, 2015 @ 4:37pm by ryan | Category: Articles & News

Impact of Market Globalization

Three economists discuss liberalization of emerging markets

In this short video, Global Chief Economist Joe Davis, Senior Economist Roger Alíaga-Diaz, and Senior Asian Economist Qian Wang discuss financial liberalization in China and its role in the global integration of the markets.

Posted: August 7th, 2015 @ 11:04am by Patrick | Category: Articles & News

The Financial Crisis in Greece

How should investors behave in a financial crisis? This 2 1/2 minute video will help sum this up.

Posted: July 28th, 2015 @ 1:21pm by Jeff | Category: Articles & News

The Seven Roles of an Advisor

What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor should play, soothsayer is not one of them.

Posted: July 22nd, 2015 @ 11:31am by ryan | Category: Articles & News
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RIAs ask: Should clients worry about the steep drop in oil? A Vanguard economist explains.

The drop in oil prices has been in the forefront of many discussions recently. We would like to share Vanguard's insight with you and feel that it shares some positive light about what this means for you.

Posted: January 30th, 2015 @ 12:29pm by Eric | Category: Articles & News
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How Much Should I Save for Retirement?

Our friends at Dimensional came up with a great answer to this ever-looming questions.

Posted: October 28th, 2014 @ 9:00am by Eric | Category: Articles & News
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Tackling Diploma Debt

I recently read this article regarding student debt in the FA Magazine.  One of the better articles I’ve ever read on student debt and thought I’d share it as I feel it has some valuable information.

Posted: September 9th, 2014 @ 5:07pm by Eric | Category: Articles & News

If You Had a Toothache

If you had a toothache, you would go to the dentist, right? And if you were building a house, wouldn't you seek out and hire an experienced contractor?

Just as most people would never make serious medical decisions without consulting a physician, we believe you should take care of your financial health the same way you take care of your physical health, with the appropriate professionals by your side.

Posted: June 9th, 2014 @ 2:24pm by Jeff | Category: Articles & News
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Lifestyle Planning with a Successful Investment Strategy

Read Eric's take on Lifestyle Planning in his article featured in the Utah Physician.

Posted: June 6th, 2014 @ 12:00am by Eric | Category: Articles & News
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Physician Financial Success

Josh Mettle with Citywide Home Loans interviews our own Eric Halvorsen on how physicians can avoid financial landmines.

Posted: May 28th, 2014 @ 12:00am by Eric | Category: Articles & News

Practicing Retirement

Practicing retirement means continuing to work, but beginning the transitionby incorporating some of the activities you envision for retirement. In this way,physicians who are unsure about completely giving up work can experience a new phase of life and some extra leisure, while not fully committing to it.

Posted: January 30th, 2014 @ 11:11am by Jeff | Category: Articles & News

Stocks, Bonds, Emerging Markets and Tax Tips

Let's reflect on how far we came in 2013. And we really have come quite a long way.

Posted: January 29th, 2014 @ 2:11pm by Patrick | Category: Articles & News

Top 10 Investor Threats

When notorious early twentieth century bank robber Willie Sutton was askedwhy he robbed banks his reply was simply “that’s where the money is.”

Similarly, con men seek out individuals with money and are even more dangerous to your wealth. In fact, every year investors are bilked out of billions of dollars through fraudulent investment activities. Physicians in particular have been the target of these scams.

Posted: January 17th, 2014 @ 6:00pm by ryan | Category: Articles & News

How to Better Understand Physician and Investment Behavior

Procrastination is a painful friendto all of us; make certain he is notmanipulating and destroying yourfinancial future and peace.

Posted: January 17th, 2014 @ 11:59am by Patrick | Category: Articles & News

UMAFS in the News: Patrick discusses student loan repayment with the Deseret News

Excerpt from the Deseret News

Have a balanced diet. Brady recommends paying off the debt as soon as possible, but not using a “Atkins debt payoff” system.

“Have some carbs on your plate, which is like investing in your 401(k). Have some protein, which is paying off your debt. And then have some fat, which tastes really good, and have a little fun,” Brady said.

Read more here.

Posted: November 13th, 2013 @ 2:03pm by Patrick | Category: Articles & News
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