Understanding Economic Buzzwords (Without the Fear)
Every time you open your favorite news app, the headlines practically scream: “The Dollar Is Collapsing!” “Inflation Spiraling Out of Control!” “Recession Is Imminent!” You open TikTok or YouTube and find an influencer urgently warning you to buy gold, sell everything, or adopt the latest get-rich scheme. Fear is powerful. It gets people’s attention. It…
Read MoreUnderstanding Employee Benefits
Starting your first “real” job comes with a lot of firsts: your first steady paycheck, your first professional responsibilities, and your first experience navigating employee benefits. You’ve probably heard terms like 401(k), health insurance, and disability coverage, but they may not have felt relevant—until now. It’s easy to put benefits on the back burner when…
Read MoreHow Does Economics Apply to Me?
When most people hear the word “economics,” they might picture complicated charts, political debates, or Wall Street jargon. But you don’t have to be a stockbroker or economist to understand the economy. Economics, at its core, is simply the study of how people use limited resources to meet unlimited needs and desires. So what does…
Read MoreWealth That Stays for Generations
You work hard throughout your life to secure a future for the next generation. But the unpleasant reality is that wealth transfer often fails within three generations. According to a study by the Williams Group, approximately 70% of families have lost control of their assets by the third generation. That’s true across the world, independent of culture and tax…
Read More2025 Education Day with David York
David R. York is an attorney specializing in estate planning and wealth transfer. He is also a Certified Public Accountant and Managing Partner with York Howell in Utah. He joined us for Education Day to talk about preparing the next generation for wealth. Watch below to learn about four vital lessons, and why it’s more…
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