Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
Before we tap this 2023 year-end on the rear end, I’d like to talk about Joe. No, no, no…Not Joe Biden as I promised you
In last month’s letter, I wrote to you about what were universally bad investment practices – simply bad bets if you looked at all the
Investing and comprehensive financial guidance (when done well), should yield 3 primary outcomes to the client and/or investor: Everything, literally EVERYTHING, at Wellspring Financial Partners
Sometimes…no, frankly, maybe too often…we spend time in our life on things that really don’t matter. We would all benefit from being more intentional about
Roth 401(k) plans can offer an ideal opportunity to build a source of tax-free retirement income. There are no income restrictions to participate, they have
Investing well is hard… actually, really hard. On the other hand, people make it far harder than they need to and unnecessarily over-complicate matters, failing as
In the current world of economic thought, starting in earnest about 5-7 years ago, there has been discussion/debate about whether a company should be more
As I write this letter on Memorial Day, I want to hit on subjects that don’t all necessarily deserve their own monthly letter but are
Last month I wrote about the three main economic systems of the world: capitalism, communism and socialism. In spite of the often headline-grabbing shortcomings of all
The world is edgy right now. Our collective anxiety levels are measured to be at their highest level of all time. We are longingly missing
2023
December
2022
Wellspring Financial Partners
Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
4703 E. Camp Lowell Drive
Suite 135
Tucson, AZ 85712
Salt Lake City, UT
Monday – Friday:
8:00am-4:30pm
520-327-1019
1-844-203-2402
contact@wellspringfp.com
wellspringfinancialpartners.com
4703 E. Camp Lowell Drive
Suite 135
Tucson, AZ 85712
Salt Lake City, UT
Monday – Friday:
8:00am-4:30pm
1-844-203-2402
contact@wellspringfp.com
http://wellspringfin.wpenginepowered.com