Walker Covey Wealth Advisors

Walker Covey Wealth Advisors Member FINRA/SIPC.

Helping you navigate your financial journey 🏔
Serving Utah and beyond with comprehensive wealth management services like retirement planning, asset management, financial planning, philanthropic giving and guidance through life events.

Quantitative investors typically focus on factors, which are quantifiable characteristics that explain what likely drove...
09/02/2026

Quantitative investors typically focus on factors, which are quantifiable characteristics that explain what likely drove a stock’s returns. The most frequently used types of characteristics are fundamental factors, such as value and quality (profitability, leverage, etc.), and market factors, such as momentum (trailing price-based returns) and volatility. Read more: https://www.walkercovey.com/blog/the-cash-flow-case-for-value

Investing in education is one of the most meaningful ways families plan for the future.Whether your student is just begi...
09/02/2026

Investing in education is one of the most meaningful ways families plan for the future.

Whether your student is just beginning the college search process or preparing to complete the FAFSA, understanding the financial aid landscape can help reduce stress and uncover valuable opportunities. Our latest article provides a helpful overview of grants, scholarships, and financial aid essentials.

https://www.walkercovey.com/resource-center/lifestyle/financial-aid-for-students-101


Progress doesn’t require perfection.Sometimes the most important thing is simply moving forward, one step at a time. ...
08/31/2026

Progress doesn’t require perfection.
Sometimes the most important thing is simply moving forward, one step at a time.

The most effective year-end planning starts before the rush.Early fall is the ideal time to get organized, review your f...
08/27/2026

The most effective year-end planning starts before the rush.

Early fall is the ideal time to get organized, review your finances, and make thoughtful decisions, without the pressure of approaching deadlines.

From retirement contributions to charitable giving and tax planning, small steps now can help create greater clarity and confidence later.

đź’ˇ Our latest blog outlines 8 key areas to review before year-end deadlines arrive.

https://www.walkercovey.com/blog/yearend-planning-made-easier-8-steps-to-take-before-deadlines-hit

So, while geopolitics, election-related risks, and rising interest rates may drive volatility in the coming months, impr...
08/26/2026

So, while geopolitics, election-related risks, and rising interest rates may drive volatility in the coming months, improving and broadening earnings growth is likely to raise the floor for stocks, and the S&P 500's recent technical breakout to new highs probably raises the ceiling.
Read more: https://www.walkercovey.com/blog/stock-market-tug-of-war-earnings-vs-rates

“Hi Mom, I need help. Please don’t tell anyone.”That voice message might not be real.Scammers are now using AI to clone ...
08/25/2026

“Hi Mom, I need help. Please don’t tell anyone.”

That voice message might not be real.
Scammers are now using AI to clone voices and send urgent messages that sound exactly like someone you trust.

They’re also sending highly personalized emails that look completely legitimate.

âś… What to do:
• Never send money based on a message alone
• Hang up and call back using a trusted number
• Slow down, urgency is a tactic

When in doubt, verify, not react.

Have you named guardians for your children?Do you know how long-term care could impact your finances, or your parents’?T...
08/20/2026

Have you named guardians for your children?

Do you know how long-term care could impact your finances, or your parents’?

These aren’t easy questions, but they’re important ones.

For the sandwich generation, estate planning is about creating stability during life’s most demanding seasons.

đź’¬ Our latest blog walks through where to begin. https://www.walkercovey.com/blog/an-introduction-to-estate-planning-for-the-sandwich-generation

Against this backdrop, investors must also contend with lingering vulnerabilities in the global financial system, includ...
08/20/2026

Against this backdrop, investors must also contend with lingering vulnerabilities in the global financial system, including Japan's outsized role as one of the largest foreign holders of U.S. Treasury securities, a reminder that shifts in monetary policy or investor behavior abroad can have far-reaching consequences.
Read more: https://www.walkercovey.com/blog/shifting-leadership-in-global-growth

The small, consistent moments often shape the bigger picture.Showing up, especially on the tough days, is what moves you...
08/17/2026

The small, consistent moments often shape the bigger picture.

Showing up, especially on the tough days, is what moves you closer to where you want to be.

Address

580 S State Street
Orem, UT
84058

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18012682300

Website

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