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With combined advisory experience in excess of 40 years, the perspective we bring to our client relationships is based on our collective body of knowledge and capabilities. Both continue to evolve each day allowing us to add new tools and distinct opportunities which can potentially enrich the lives of those we serve.

Life is unpredictable, and just as the world continues to evolve and change, so do the needs of the businesses and families we are honored to serve. We pull from our experience, but we don’t rely on it as the way forward. In fact, the days we relish most are the ones that deliver a little known challenge that we are able to tackle and solve on behalf of our client and their family.

Dan Whittenburg, our Founder and key partner in the firm is regularly called upon to share his expertise within the financial services industry with his peers, and publically in the community he is proud to serve. He conveys his unique perspective through various mediums including articles, white papers and comprehensive presentations. You can find a sampling of Dan’s personal perspective below.

We regularly update and add to our perspective, so please check back often.

 

Friday, July 24, 2020

No one could have predicted that 2020 would bring with it a global pandemic, economic worries, political uncertainty, and market volatility. It sounds more like the plot of a movie than reality! While the coronavirus pandemic is at its...

 

Saturday, June 13, 2020

The ability to support your children financially beyond basic needs is an incredible gift. Specifically, providing education, whether it be private school through their earlier years or higher education, can increase their...

 

Wednesday, May 20, 2020

Even though women make up almost 47% of the workforce these days, (1) they face financial challenges not often faced by men. Women typically earn 85 cents of every dollar earned by men, (2) and they usually spend fewer years in the...

 

Thursday, April 9, 2020

No one can deny that we are in the thick of things right now. Between a global pandemic, economic worries, and political uncertainty, it’s no surprise that we are seeing increased market volatility. All of this uncertainty may be...

 

Friday, March 6, 2020

There’s nothing like a trusty 401(k) to help you prepare for retirement. But it’s not enough just to set up a retirement account. You have to contribute to it—and contribute regularly. So the question is: How well...

 

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Wednesday, March 4, 2020

Thinking about buying a house in Salt Lake City? If so, I wouldn’t blame you. After all, with safe cities, a great quality of life, and spectacular landscapes—who wouldn’t want to own a home here? The problem is,...

 

Friday, February 28, 2020

The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800 points on Tuesday, it was down a total of 1,900 points in two days....

 

Tuesday, February 11, 2020

By Austyn Whittenburg Goals are on most people’s minds this time of year. Whether you want to read more, lose a few pounds, or live with less stress, there’s something about a new year that motivates us to do something...

 

Thursday, January 16, 2020

You may not want to think about it, but tax season is just around the corner. We’re coming up on the 2-year anniversary of the Tax Cuts & Jobs Act being signed into law. And now that we’ve had some time to see how the...

 

Thursday, October 24, 2019

Retirement is arguably the most talked-about financial topic, and rightly so. Our retirement years can span decades and require sizable assets to take care of all our needs in our non-working years. But the amount of those sizable...