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a lifetime of good decisions

  • 2019 Planning Guide

    A quick reference of 2019 tax rates, savings and retirement contributions, as well as Social Security and Medicare figures.

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  • 2018 Planning Guide

    A quick reference for 2018 tax rates, savings and retirement contributions,
    as well as Social Security and Medicare figures.

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  • 2017 Planning Guide

    A quick reference for 2017 tax rates, savings and retirement contributions,
    as well as Social Security and Medicare figures.

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  • Financial Literacy Building Blocks for Kids

    Now, more than ever, it is essential to teach financial literacy skills to our children.

    Article written by Sarah Bird

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  • 2016 Planning Guide

    A quick reference for 2016 tax rates, savings and retirement contributions,
    as well as Social Security and Medicare figures.

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  • Understanding the Nuances in Investment Performance

    Measuring investment performance is an art, not a science.

    Article written by Jason Ware

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  • Debt or Equity

    Which is the Best Way to Raise Capital for your Business?

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  • The Search for Investment Income

    Can you safely earn 8% income per year from your portfolio?

    Article written by Doug Wells

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  • Dollar Weighted Versus Time Weighted Return Calculations

    Should you care?

    Article written by John Bird

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  • Employee Stock Options

    Article by Devin Pope

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  • Transitioning a Business

    Issues to Consider when Management and Ownership Change

    Article written by Doug Wells

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  • Sustainable Withdrawal Rates

    How much can you safely withdraw from your retirement accounts? 

    Article written by Doug Wells

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  • Growth in China, an Empirical Perspective

    Article written by Jason Ware

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  • Cash Management Strategies

    Article written by Doug Wells, featured in Utah Business Magazine July 2011

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  • Exchange Traded Funds

    Article written by Doug Wells, featured in Utah Business May 2011

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  • Disaster Waiting to Happen or Disaster Averted; You Choose

    Aritcle written by John Bird and Devin Pope

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  • Exchange Traded Funds (ETFs) Investing

    Seven Insights Every Investor Needs to Know

    Article written by Doug Wells

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  • SEC Form Crs

    Required disclosures form Albion Financial Group

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