It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Latest Blog Post

Cloud Gazing: Reflecting on the 2023 Market and looking ahead to 2024

February 02, 2024

In 2023, the markets, like these clouds, maneuvered through obstacles, defying expectations, and providing us with lessons for the future.

Social Security Announces 2024 COLA

October 30, 2023

The Social Security Administration has announced a 3.2% Cost of Living Adjustment (COLA) for 2024. This adjustment means the average Social Security retiree beneficiary will see their monthly check increase by about $57 to $1,849,...

Investing in the ULTIMATE Dividends (the Non-Financial Type)

October 30, 2023

For centuries, investors have sought dividend paying ventures. We encourage you to use your time and financial resources to pursue Experiential Dividends now so they can grow and provide many years of compound growth.

Featured Team Member

Brian Worley, CFP®, CPWA®

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A fascination with investments is what brought me into this industry, but it’s the relationship with our clients and my coworkers that keeps me motivated and fulfilled.

Terra J. Thurgood, CFP^®, CDFA^®

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I love getting to know our clients through their stories, experiences, and unique circumstances. By better understanding them, I'm able to better serve as a guide through life's many, and often unexpected, transitions.

Jack L. Griffin, EA/LTC

I've been in the financial services industry since 1998 and my extensive experience in tax provides me with a unique ability to provide investment advice in a tax-efficient manner. I reside and service my clients from our branch in Oregon.

Barry T. Watson, CPA, CFP®

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I’m at my best when helping clients gain and maintain financial freedom. The demands of a profession, family and purposeful living are hard to balance. Simplifying a complex financial world is the heart of making it work.

Shandon Johnson, CFP^®

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I joined MWG in 2017 after receiving my BS in Financial Planning from UVU. Finding balance between enjoying the present and strategizing for a secure financial future is my favorite part of working with our clients.

Courtnee Hansen

I will most likely be the first voice you hear on the phone and the first person to greet you at our office. I'm passionate about building long-lasting relationships with our clients and ensuring their satisfaction with our services.

Julie Pos

Throughout my career, I've truly believed that nurturing strong client relationships is the key to building lasting partnerships. I take pride in supporting our team’s efforts to help clients achieve their financial goals.

Alisa Kooyman

While at BYU, I found a deep passion for helping others manage their personal resources, and a joy in solving complex problems. My goal is to leave others better than I found them through my work professionally and in my personal life.

It Was the Best of Times, It Was the Worst of Times

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