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There are 4 item(s) tagged with the keyword "Certified Financial Planner".

Displaying: 1 - 4 of 4

1. Financial Motivation

Hanging in our office, here at AVO Financial, is a large and brightly colored painting of Wall Street. A crowd of people in sharp business attire move excitedly around the impressive New York Stock Exchange Facade. 

Tags: Kids, 401K, Advice, Affluent, Annuity, Asset Management, AVO, AVO Financial, Utah, bailout, Certified Financial Planner, Estate Planning, Fidelity, Fidelity Investments, Finances, Financial, financial advisor, Financial Consulting, Finan
By Luke Brandley
2. No Bailout For You

 This is not a political blog, or anything close to it. If you’re hoping for a yes or no stance on the proposed historic bailout plan, I’m sure there are a plethora of sites willing to oblige you elsewhere. But, while Wall Street may be convinced they’ve found their saviors, in your personal moments of financial crisis you will probably not be so lucky.

Tags: AVO, AVO Financial, bailout, Certified Financial Planner, Finance, Financial, Financial Plan, Financial Planning, Money, plan, Salt Lake City, save, savings, thrifty, tips, Wealth, Wealth Management
By Luke Brandley
3. Five Tips for Beginning Investors

 The headlines these days definitely grab your attention: “Another Bank Closes Its Doors!” “Financial Giant Comes Crashing Down: Wall Street Littered in Financial Debris!” Presidential candidates engage in a critical debate over what is to be done about failing markets, high energy costs, and many other important economy related issues... 

Tags: Advice, Beginning Investors, bonds, Certified Financial Planner, Finance, Financial, financial advisor, Invest, Investment, Investment Options, Mutual Funds, private equities, Salt Lake City, Stock Market, Utah
By Luke Brandley
4. Do you need a Financial Advisor?

You should have a Financial Advisor if:
• Your retirement fund is losing money 

Tags: AVO Financial, Certified Financial Planner, Estate Planning, Financial, financial advisor, financial services, Invest, Investment, Life Insurance, Mutual Funds, Salt Lake City, Utah, Wealth Management
By Luke Brandley

Displaying: 1 - 4 of 4