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Net Worth Advisory Group in Salt Lake City, Utah, Warns Investors to Take the Right Lesson From 2013

Posted on January 15, 2015 by Lon Jefferies
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2013 was viewed as a very positive year by investors. The S&P 500 index (measuring large cap U.S. stocks) was up 32.39% for the year. However, the reality is most other asset categories didn’t come close to keeping up with the pace set by U.S. equities. For instance: Foreign Stocks (IEFA): 22.46% Emerging Markets (IEMG): -2.77% Real Estate (IYR): 1.16% […]

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Michael K. Berry Strengthens the Fee-Only Financial Planning Team at Net Worth Advisory Group

Posted on January 2, 2014 by Lon Jefferies
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Net Worth Advisory Group announced today that Michael Berry has joined their team of fee-only financial advisors. Mr. Berry brings with him a diverse set of skills and work history. Most recently Mr. Berry was an operations manager for The Church of Jesus Christ of Latter Day Saints at their dairy facility located on Welfare Square in Salt Lake City. […]

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Net Worth Advisory Group in Salt Lake City, Utah, Warns About Mistakes Made With Target-Date Funds

Posted on August 19, 2013 by Lon Jefferies
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An increasing amount of investors are utilizing target-date funds in their private investment accounts and employer retirement plans. In theory, an individual should select a target-date fund that matches their estimated year of retirement, such as the Vanguard Target Retirement 2015, or Fidelity Freedom 2020 fund. The philosophy of these funds is that as one ages, the proportion of stocks […]

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Net Worth Advisory’s David K. Luke, CMP, MBA Receives Masters Degree in Financial Planning

Posted on June 18, 2013 by Lon Jefferies
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Net Worth Advisory Group, the #1 Ranked Financial Planner in the State of Utah, according to the National Association of Board Certified Advisory Practices (NABCAP), today announced that David K. Luke, a Financial Advisor who specializes in wealth management for physicians, has received a Masters Degree in Financial Planning from the College of Financial Planning. What makes this achievement even […]

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Net Worth Advisory Group in Salt Lake City, Utah, Evaluates the Volatility of Today’s Stock Market

Posted on May 21, 2013 by Lon Jefferies
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General investor sentiment suggests that most investors view the market of the new millennium as more volatile and fragile than it’s been in the past. New concerns that could affect a portfolio are seemingly always coming to light – think of the near-financial collapse of the U.S. economy during the last recession, the U.S. debt downgrade, the potential bailout crises […]

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Net Worth Advisory Group in Salt Lake City, Utah, Asks If You Survived The Flash Crash Of 2013

Posted on April 26, 2013 by Lon Jefferies
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Within three minutes during April 23, 2013, the Dow Jones Industrial Average lost nearly 150 points, and approximately $136 billion of market value was wiped out. The recovery was just as fast, and markets returned to having a profitable session (both the Dow and the S&P 500 were up over 1% for the day). The crash and recovery both happened […]

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Net Worth Advisory Group in Salt Lake City, Utah, Says Most Financial Advisors Aren’t True Planners

Posted on December 19, 2012 by Lon Jefferies
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While good advice from a qualified financial planner can mean the difference between a successful retirement and outliving your money, I wouldn’t trust most financial advisors with my own money, and I don’t think you should either. Simply, I don’t trust most so-called “financial advisors” because they are unqualified. Unfortunately, no qualifications are required in order for an individual to […]

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Net Worth Advisory Group in Salt Lake City, Utah, Says Working With A Financial Advisor Is Valuable

Posted on December 18, 2012 by Lon Jefferies
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HSBC recently published an article titled “The Future of Retirement, The Power of Planning” which compares the circumstances of investors who work with a financial planner to those who invest on their own. The goal of the study was to determine if there is a benefit to working with an investment professional. The survey categorized survey respondents as non-planners, advice-seeking […]

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Net Worth Advisory Group in Salt Lake City, Utah, Researches How Tax Rates Impact the Stock Market

Posted on December 5, 2012 by Lon Jefferies
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Do higher taxes equate to negative stock market returns? Does any one economic variable accurately predict stock market performance? A number of Net Worth Advisory Group clients have indicated they are concerned about the impact higher taxes could have on the stock market.  News organizations and campaign rhetoric create the impression that there is a cause and effect relationship between […]

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Net Worth Advisory Group Recognized as the Exemplary Financial Planning Firm in Salt Lake City, Utah

Posted on December 4, 2012 by Lon Jefferies
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Net Worth Advisory Group is proud to announce it has been listed as a “Premier Advisor of Utah” by the National Association of Board Certified Advisory Practices (NABCAP). Additionally, the same study recognized Net Worth Advisory Group as the singular “Exemplary Wealth Advisor” in the realm of financial planning in the State of Utah. Separating and distinguishing the strongest practitioners […]

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