Archives for Financial Advisor

How to Choose a Financial Advisor

By: David Harris 7 Fundamental questions to answer when searching for your perfect fit. In today’s financial world there are so many choices and so much information. It is very difficult to make a choice on where to get help, from whom, and how much to budget for the service. Like most things in life, when there is a problem to be solved or a project to be done, we have to decide if we are going to DO IT OURSELVES or seek for outside help.   Question 1. Do you need a Financial Advisor? In my teenage years and
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Categories: Financial Advisor and statera.

Avoid Triple Bogeys

For those of you that play golf, I’m sure you can relate. Triple bogeys can sometimes be difficult to recover from. When I first started playing golf, I hired a golf coach for a span of a couple years while playing for the high school team. There is one piece of advice that sticks out to me to this day.   It’s not about hitting perfects shots. But rather, it’s about avoiding catastrophic ones. In my opinion, this principal of avoiding the catastrophic shots is the primary difference between the pros and the amateurs. The pros know course management better
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Categories: Financial Advisor and statera.

Having a Plan B

By: Tony Christensen 3/9/17 Last month my family and I spent a weekend in Kanab to see the Balloon Festival and visit the surrounding parks. Unfortunately, the weather was stormy, as we experienced rain and even snow. After a weekend of family fun we had two choices to get back home: Go the long way back through Kanab, or Cut directly to Colorado City on a dirt road I’ve never travelled. The park ranger advised, “I think you will make it, if you have four-wheel drive.” I must admit, the words “I think” were not the most comforting, but we
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Categories: Financial Advisor, Financial Group, and statera.

Fees – Are you paying too much?

By: Tony Christensen 1/5/17 During the early years of my married life, I was a Mr. Do-It-Yourselfer. We didn’t have the money to hire everything out, but we still wanted certain things done. This led me to watch a number of Youtube videos as well as get advice from my Dad on how to complete certain tasks. As time has passed and income increased, I have done less and less do-it-yourself projects. I find it interesting that as I get older, I place increased value on hiring help that I can trust and those whom I can count on to
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Categories: Fees, Financial advise, and Financial Advisor.