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How to Select a Financial Advisor

Selecting a financial advisor may be one of the most important decisions you ever make. After all, you will be entrusting your financial well-being to this person who will help you plan, invest, and manage your money throughout your working life and through retirement. That is no small responsibility.

Financial Planning Financial Advisor By on Aug 27, 2020

Stocks Reach New Highs

In this week's Market Update, financial advisor, Jeffrey Bangerter reviews the record-breaking week on Wall Street for the S&P 500 and NASDAQ Composite. He then explains different factors for the new highs in the market including the confidence following the end of the COVID-19 pandemic.

Market Update By on Aug 25, 2020

Stocks and Consumer Prices Rise

In this week's Market Update, financial advisor, Jeffrey Bangerter, follows up with the week on Wall Street. Consumer prices jump in July matching the increase in June. This week, the S&P 500 nears an all-time high coupled with a falling rate of COVID-19 cases nationwide.

Market Update By on Aug 20, 2020

Earnings Season Winds Down

In this week's Market Update, financial advisor, Jeffrey Bangerter, gives a rundown of this week on Wall Street as Congress stalls to pass a new fiscal stimulus bill. Earnings season winds down with encouraging news reports and a decline in new COVID-19 cases nationwide.

Market Update By on Aug 14, 2020

Ten Biggest Mistakes 1031 Exchange Investors Make

A 1031 Exchange can be confusing and stressful leading many 1031 exchange investors to make critical mistakes.

Retirement COVID-19 Financial Planning By on Aug 13, 2020

Stocks Have Mixed Reactions

In this week's Market Update, financial advisor, Jeffrey Bangerter, gives a rundown of the stock market's reaction to this week on Wall Street. In addition, he informs us on this week's key economic data and companies reporting earnings. Join us every week for our Weekly Market Update.

Market Update By on Aug 04, 2020

Retirement in (and after) the age of COVID-19 (Part 2 of 2)

This is the second part in a series on Retirement and COVID-19. Read Part 1 here. In our previous post, we began to look at the questions that may be on the minds of individuals either nearing or entering retirement in this current state of disruption caused by the far-reaching effects of the COVID-19 pandemic. As mentioned, I recently had the opportunity to address many of these questions during a TV interview with local station KMAX and I wanted to provide some insights from that interview her...

Retirement COVID-19 Financial Planning By on Jul 29, 2020

Stocks React to Jobs Report

In this week’s video, Jeff Bangerter discusses how stocks react to the recent jobs report.

Market Update By on Jul 29, 2020

July Economic Update

In this month’s video, we’ll discuss some recent headlines that influenced the financial markets in June 2020. Jeff Bangerter will also provide some perspective on what these developments may mean in the months ahead.

Market Update By on Jul 15, 2020

Retirement in (and after) the age of COVID-19 (Part 1 of 2)

There are very few life events that have not been impacted by the effects of the COVID-19 pandemic on the world we live in. Just look at education, sports, entertainment or more memorable events like births, graduations, weddings, anniversaries, and funeral services. All have been disrupted in their own unique ways. Yet there is another life event, less discussed but equally influenced by economic ravages of the virus, and it is perhaps one we should give our heightened attention to. It is retir...

Retirement COVID-19 Financial Planning By on Jul 01, 2020