Katella Wealth Management: Lisa Turner

09/07/2026

Markets closed. BBQs open. But smart money never takes a day off.

08/25/2026

What is it about August?

08/18/2026

Back to School time! It’s been a long summer, and it’s time to get back to class and crack those books. We send our best wishes out to all of our scholars this year, including those starting out at a new school or maybe gearing up for graduation.

08/12/2026

📝✨ August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future! Have you already started? Share your thoughts and experiences in the comments below. 👇💬

📜🔒

08/09/2026

Books have a way of opening doors to worlds we never expected to find. On National Book Lovers Day, we're celebrating all the readers, dreamers, and curious minds who know that the best adventure often starts on page one.

08/06/2026

Second-quarter earnings season is off to a strong start, with corporate profits growing at their fastest pace in years and profit margins reaching record highs. Beneath the headline numbers, however, investors are increasingly focused on what management is saying about the economy, energy costs, and investments in artificial intelligence. In this episode of Money with Murphy, Kara explores what bank earnings reveal about consumer health, why semiconductor companies continue to lead growth, and why investors are starting to scrutinize free cash flow just as closely as earnings.

Second-quarter earnings season is off to a strong start, with corporate profits growing at their fastest pace in years and profit margins reaching record highs.

07/25/2026

Whether you’re celebrating Pioneer Day or Pie & B**r Day today 😉… I think we can all agree on one thing: Utah is worth celebrating. ❤️

Today is our state’s birthday—a day rooted in pioneers, possibility, courage, and building something meaningful for the people who come after us.

And maybe that’s why this week has felt especially meaningful to me.

I had a few conversations and experiences with clients that went far beyond investments, markets, or financial plans. They were the kind of conversations where people share their lives—their fears, their hopes, their families, and the things that matter most to them. ❤️

Those moments reminded me that my purpose has never really been about money.

It’s about helping people dream bigger and giving them the courage to take action. It’s about being trusted enough to walk alongside people through some of the biggest decisions and most difficult chapters of their lives.

There are weeks when you get busy doing the work… and then there are weeks that remind you why you chose the work in the first place. 🙏

This was one of those weeks.

So today, I’m feeling especially grateful for this beautiful state I get to call home, for the people who built it before us, and for the people I’m fortunate enough to build something meaningful with today.

Happy Birthday, Utah. 🏔️

And however you choose to celebrate… may there at least be pie. 🥧😉

07/21/2026

Money wisdom from Ben Franklin!

07/14/2026

⛰️Adventurers, gear up! ⛰️

Camping season is here, and it's time to embrace the great outdoors. Whether you're a seasoned camper or planning your first trip, let the fresh air and starry nights complete your next adventure. Where will your tent take you this season?

07/07/2026

If your kids are starting a summer job, why not look into a Custodial Roth account? Talk to your kids about how they can get started with tax-advantaged savings. Whether they put money in the account or you get it started for them with a gift, it’s a good way to start a great habit. For more information or to set up a meeting, drop us a note today!

We can explain the pros and cons of Custodial Roth IRA, and introduce you to some of the unique features of custodial accounts, including when kids can take control of the asset. Also, remember, with a Roth IRA, to qualify for the tax-free and penalty-free withdrawal of earnings, a Roth must meet a 5-year holding requirement and occur after age 59½. Tax-free and penalty-free withdrawals can also be taken under certain other circumstances, and the original Roth IRA owner is not required to take minimum annual withdrawals.