News and Insights

News and Insights

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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

What We Learned from the Financial Crisis

Jason Zweig is a well-respected author and expert in behavioral finance.  In the article, “What We Learned From the Financial Crisis”, he pinpoints some of the key lessons investors should have learned to help navigate the post-crisis landscape. See more here.

Posted: September 26th, 2013 @ 12:00am by ryan | Category: Articles & News

Talking to spouse about retirement often overlooked

Read Patrick Brady's interview with KSL here!

When it comes to your retirement, you can talk to planners and experts. But recent studies show you need to talk to your spouse to make sure you're working toward the same goal.

Posted: September 9th, 2013 @ 12:00am by Patrick | Category: Articles & News
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Collecting With a Purpose

Remember, financial planning is simply collecting, managing and arranging your income and assets to accomplish life goals.

Posted: March 18th, 2013 @ 5:03pm by Patrick | Category: Articles & News
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The Social Security Challenge

When should you begin your benefits?

Posted: March 11th, 2013 @ 12:00am by Jeff | Category: Articles & News
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