Connect Financial Invest Smarter

Connect Financial Invest Smarter Certified Financial Planner® and Chartered Market Technician with over 20 years of experience.

Specializing in preservation of capital utilizing alternative strategies.

So many things I disagree with on this post! Investing preference isn't solely age based first off. Secondly, the alloca...
06/11/2024

So many things I disagree with on this post! Investing preference isn't solely age based first off. Secondly, the allocations based on age are totally off as well. Crazy how much BAD information is on the internet nowadays! Vet the professional to make sure they're a professional. CFP only.

Human psychology never changes when it comes to stock investing. Chasing stocks higher and higher usually doesn't end we...
06/06/2024

Human psychology never changes when it comes to stock investing. Chasing stocks higher and higher usually doesn't end well for most. BUY LOW, SELL HIGH still works great!

Active portfolio management means reacting to market conditions to adjust risk. If it's dropping, we're stopping out. Pr...
05/30/2024

Active portfolio management means reacting to market conditions to adjust risk. If it's dropping, we're stopping out. Protect your investments the right way.

What's more important to you as an investor? Gains, or downside protection?Today's investing world has changed dramatica...
05/21/2024

What's more important to you as an investor? Gains, or downside protection?
Today's investing world has changed dramatically since I started my career over 20 years ago. Exciting times!

Drowning with misinformation on the internet? I agree, there's so much out there, it's difficult to know what is true or...
05/20/2024

Drowning with misinformation on the internet? I agree, there's so much out there, it's difficult to know what is true or right for you. Working with a CFP® is a smart choice, and I happen to be one. 😀 Let's make a plan together. Call today, 435-265-3450

I believe that each individual has specific goals and wishes. Investing together makes everything better. Listening to t...
05/13/2024

I believe that each individual has specific goals and wishes. Investing together makes everything better.
Listening to those individuals is one of the biggest lessons I have learned in my career thus far.

I've never been more excited about investing options than now! It's amazing what options are available to the general pu...
05/08/2024

I've never been more excited about investing options than now! It's amazing what options are available to the general public to enhance their portfolios. Want to learn more? Call us today.

Does your advisor offer liquid investments that can protect against some or all of the downside of the stock market? We ...
05/03/2024

Does your advisor offer liquid investments that can protect against some or all of the downside of the stock market? We do...

Earnings season is here for stocks again. This is always fascinating to watch how people react to the reports. Good luck...
04/24/2024

Earnings season is here for stocks again. This is always fascinating to watch how people react to the reports. Good luck is all I can say. You never know what's going to happen.

Hello. Welcome to my office. I love to talk about investing, so give me a call or email today to get answers to your inv...
04/22/2024

Hello. Welcome to my office. I love to talk about investing, so give me a call or email today to get answers to your investing questions.
[email protected] 435-265-3450

If you're looking for a different investment path..? Look no further, we have you covered. Click to learn more. www.conn...
04/19/2024

If you're looking for a different investment path..? Look no further, we have you covered. Click to learn more. www.connectfinancial.biz

Markets going down lately, kind of expected to be honest.Our clients are doing quite well.How's your portfolio doing?
04/17/2024

Markets going down lately, kind of expected to be honest.
Our clients are doing quite well.
How's your portfolio doing?

Address

1594 N 160 W Ste 110
Logan, UT
84341

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Tuesday 9am - 4pm
Wednesday 10am - 5pm
Thursday 10am - 5pm
Friday 9am - 2pm

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+14352653450

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