Resources

With the interest rate on our Schwab money market fund of choice still over 5% (at the time of this writing) we want to make sure any cash in client accounts that is not currently invested is carrying its weight. 

This financial wellness quarterly newsletter contains a Market & Economic snapshot along with informational articles on a variety of financial planning and financial wellness topics.

What motivates Bob Aamodt in his financial advising career wasn’t born in a university classroom or in a fast-paced corporate office. Much of it came from his family’s fruit orchard in Farmington, Utah. It was there, as a 12-year-old boy, that his natural drive and tenacity would be more fully cultivated as he picked cherries for the family to sell to local fruit suppliers.

Ryan McKeown, CFP®, CPA, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by FA Magazine in “When Roth IRA Conversions Make No Sense.” 

Peter Hoglund CFP®, AIF®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by City Lifestyle in “Take Control of Your Financial Health.”