In the words of the great Kenny Chesney, “summertime is finally here”. We had a brutal (but much needed) winter here in Utah and over the past couple of weeks the weather has finally started…
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Debt Ceiling “Debate”
I want to address the debt ceiling charade debate that’s currently going on. If Congress doesn’t get their act together and we default on our debt, it would be absolute chaos. Over the past month…
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May in Review & Update on Income Note
Kevin Michels, CFP®, EA Our client-wide Zoom call a couple weeks ago was focused on having the right perspective. The market is volatile and random day-to-day, week-to-week, month-to-month, and even year-to-year. However over 10, 15,…
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The 5 Best Personal Finance Books I’ve Recently Read
I’m passionate about my profession and I love reading about personal finance for both educational reasons and enjoyment. Over the years, I’ve compiled a list of books that I really enjoyed and that I plan…
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Structured Income Notes to Combat Inflation
With inflation continuing to tick higher, expected interest rate hikes, and low bond yields, we’ve been in search of an alternative investment that will provide better returns than bonds without the full risk of stocks….
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Get Your Backdoor Roth IRA Contributions Done!
Last year, President Biden introduced the Build Back Better Plan, a gigantic investment in COVID-19 relief, social services, welfare, infrastructure, and climate change. To pay for the plan, many tax law changes were proposed to…
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Welcome Mark Durham to the Team
We’re excited to announce we’ve added another member to our team, Mark Durham. We asked Mark to write an introduction about himself. Here’s what he said: I come from an extensive background in finance and…
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Inflation is Here – What Do We Do?
Inflation is here. From October 2020 to October 2021 the Consumer Price Index rose 6.2%. We’re not used to this; the last time inflation was at 6% was in 1990. We’ve seen the biggest jumps…
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Meet Our Intern – Isaac Howells
Giving back to the financial planning industry is something we’ve always valued at Medicus. Each year we hire a paid intern for two weeks to shadow one of our advisors and learn the ins and…
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How Will The New Tax Bill Affect You?
The House Ways and Means Committee recently proposed new tax legislation as part of President Biden’s “American Families Plan”. There are a lot of proposals in the bill, but we’ll focus on the parts that will affect…
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