Building wealth isn’t just about buying assets; it’s about making sure those assets work together effectively. Many investors accumulate stocks, bonds, and funds over time without stopping to see how the pieces fit into the larger puzzle. This is where portfolio analysis becomes a crucial tool for financial health. For residents here in St. George,…
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Investing is a lot like gardening. You can’t just plant seeds, walk away for five years, and expect a bountiful harvest. But hover over your plants every single day, overwatering and fussing with every leaf, and you might kill them. Finding the right balance is key to growth. One of the most common questions we…
DetailsThere is a classic movie you may have seen called “Frequency.” In this movie the main player finds a way to communicate with his friend who is living 30 years earlier. Among the advice he gives his friend of the past is to remember one word, “Yahoo.” The friend is confused but as the movie…
DetailsI sat on my porch and looked over at the lights and noticed they were covered in spider webs. I grumbled to myself about those dumb spiders and how I would need to clean those webs off yet again. A few nights later I was sitting on my porch looking out at the beautiful city…
DetailsSummer must be near because I keep hearing that annual question? “Should I sell in May and go away?” This Wall Street adage actually comes from old England and referred to Londoners leaving town for the summer and coming back to work only after the last horse race of the season. With London’s financial markets…
DetailsLet me share a very simplified description of the players in the US Stock Market. As I see it, there are basically two types; Investors and Traders. To keep it simple, an investor seeks to make money by owning a piece of a publicly traded company and profiting by its growth. An investor looks at…
DetailsIn the famous Christmas movie, “It’s a wonderful life,” the evil land baron Mr. Potter seeks to further enrich himself by monopolizing the real estate market in Bedford Falls. He does this by sowing seeds of fear about the stability of the local Savings and Loan, while planting ideas that home ownership is too risky…
DetailsI do not drink but I have probably watched every episode of Cheers. I did some research and found that the legendary “bartender therapist” is actually very common. Recently, I read a report on these newer “soda bars” that have become so popular in my state. These establishments, designed like a traditional bar, offer non-alcoholic,…
DetailsWhat should we do with this stock market that lately seems to be more down than up? The answer to that question I have found in the least likely of places, far from any talk of stocks and bonds. Our daughter owns a small family farm in Enterprise, Utah. For the purposes of this column,…
DetailsI was visiting with a friend about a well-known individual who offers investing and economic advice on a national platform. This “expert” is not one I have paid a lot of attention to because he has always been so pessimistic. In fact, he takes great pride in his pessimism. As an investor a lot of…
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