Tooele Transcript Bulletin – News in Tooele, Utah

Financial Focus

When should you seek a financial professional?

Thursday, October 11th, 2018

When should you seek a financial professional?

It can be challenging to achieve your financial objectives. Fortunately, you don’t have to go it alone — but when should you seek help? Here are some of the key life events in which you might be...

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Understanding risk tolerance is essential for investment success

Thursday, September 13th, 2018

Understanding risk tolerance is essential for investment success

To succeed as an investor, you might think you need to know about the economy, interest rates and the fundamentals of companies in which you’d like to invest. And all these things are indeed important. But it’s...

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You can’t predict the future, but you can prepare for it

Thursday, August 30th, 2018

You can’t predict the future, but you can prepare for it

You may not be aware of it, but September is Life Insurance Awareness Month. Of course, you probably recognize, at least in a general sense, the importance of life insurance, but do you know the various ways...

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Ask questions and you will stay informed on investment picture

Thursday, July 5th, 2018

Ask questions and you will stay informed on investment picture

You should always be able to ask as many questions as you’d like when working with your financial advisor. So, before you have your annual review, think carefully about what you’d like to ask.  Here are a...

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Work toward your own financial Independence Day

Thursday, June 21st, 2018

Work toward your own financial Independence Day

We’re getting close to the Fourth of July, our national Independence Day. This celebration may get you thinking of the many freedoms you enjoy. But have you thought of what you might need to do to attain...

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Saying ‘I Do’ might mean “I can’t” for Roth IRA

Thursday, May 24th, 2018

Saying ‘I Do’ might mean “I can’t” for Roth IRA

June is a popular month for weddings. If you are planning on tying the knot this month, it’s an exciting time, but be aware that being married might affect you in unexpected ways — including the way...

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A 529 plan may help make college more affordable

Thursday, May 10th, 2018

A 529 plan may help make college more affordable

Although 529 savings plans have been around since 1996, many people are still unaware of them. That’s unfortunate, because a 529 plan can be a valuable tool for anyone who wants to help a child, grandchild, friend...

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Take steps to control your investment taxes

Thursday, April 26th, 2018

Take steps to control your investment taxes

Tax Season is finally over. Of course, how much you pay in taxes depends on a variety of factors, many of which you can’t control. But you might give some thought to how you can manage your...

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What should investors know about recent market volatility?

Thursday, March 15th, 2018

What should investors know about recent market volatility?

As you may have heard, the stock market has been on a wild ride lately. What’s behind this volatility? And, as an investor, how concerned should you be? Let’s look at the first question. What caused the...

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‘SPOT THE TOT’ before backing up

Tuesday, December 12th, 2017

‘SPOT THE TOT’ before backing up

“Spot the Tot” is a program sponsored by Primary Children’s Hospital. Its aim is to help prevent a young child from being injured or killed by someone backing up a car. Years ago, I was heartbroken when...

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