Jennifer Swindler, CFP®, AFC®, MFPA
Senior Wealth Manager
Senior Wealth Manager
Serving Clients Nationwide
Senior Wealth Manager
Utah Valley University Master's degree, Financial Planning and Analytics; Bachelor of Science, Personal Financial Planning
Financial Coach at Utah Valley University's Money Success Center.
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Should You Diversify?
What do the most forward-thinking investors and high-net-worth individuals (HNWIs) do, and what can you do right now, to weather any financial storms that this strange new reality may bring? Diversify. Read on to discover why.
What's the Difference Between a Bear and a Bull Market?
In the stock market, there are two signs to look for: the bull and the bear. A bear market occurs when stocks are down 20% or more, whereas a bull market occurs when the market is significantly up. Both are natural parts of the stock market's lifecycle, and knowing what to expect can help you make better investment decisions.
Smart Money Moves to Make In Your 50’s
The big 5-0 is here! Maybe you have been asking yourself what you should do with your money today in order to achieve the goals you have for retirement, for example, taking more trips, doing more volunteer work, and living more comfortably. It’s definitely something to think of as you start nearing your 60s (or earlier) as the average American usually retires at age 62. Here are some smart money moves to make in your 50s!
How to Talk About Money When You are Married
Managing the family money is one of the most important components of married life. The secret is to have a talk and establish ground rules on how to manage your finances. This will set the pace and provide the structure. Here are ways you can manage your money as a couple and ensure that your financial life together is smooth-sailing.
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