Posting about current investment ideas and possible trends. All types of investing; stocks, bonds, insurance, estate planning, real estate, mutual funds, UITs, Managed accounts, and more.
I have found my niche in utilizing Holistic Planning and building myself a vast network of skilled individuals in Tax, investing, Insurance, Estate Planning, Business Success Planning, Legal structures, Real Estate, etc. I worked independent for a couple of years and then went to work for Fidelity Investments for a couple of years to gain some additional market experience working as a trader, then I found myself utilizing my network and breaking out independent again establishing myself with a few key individuals with a local firm in Salt Lake City, UT.
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