Net Worth Advisory Group

On October 18th, 2010, Ray LeVitre, founding partner of Net Worth Advisory Group, a fee-only financial planning firm, appeared on the KSL Studio 5 program to discuss how investors can adequately diversify their investment portfolios.

Diversification is one of the most commonly used terms in financial planning. Net Worth Advisory Group is recommending its clients diversify their diversification strategy with a unique tool: tax diversification.

When is it smart to leave an account at an old employer vs. rolling it over to a new 401(k) or IRA?

During the first half of 2010, the S&P 500 has been up 10 and down six percent. Understandably, people are concerned about the security of their retirement accounts. Here are four tips to staying on pace to enjoy the retirement you’ve envisioned.

The insurance industry has taken something simple and made it impossible to grasp the implications of the product. So what does a fee-only financial planner who never collects commissions on product sales think about life insurance?

Net Worth Advisory Group has created a six-minute video designed to help those approaching retirement with their investment and retirement planning concerns. The free video can be viewed on their website.

Most investors don't know what fees they pay. Take your 401(k). Some realize they pay the managers of the mutual funds they invest in. Others, because the money comes directly out of their investment account, do not. Yet, the fees don't stop there.

Most financial advisors had rough day last Thursday as the DOW dropped 1,000 points. Their phones rang off the hook with clients anxious to sell their positions. Net Worth Advisory Group in Salt Lake City, UT, had a relatively quite afternoon. Why?

Have you ever noticed the vendor's behavior while shopping in a popular tourist spot? All shops look the same, and they all negotiate price. This behavior isn't specific to swap-meets. In fact, many financial planning professionals do the same thing.

Net Worth Advisory Group in Salt Lake City, Utah, is extending an offer to examine and optimize a client's 401(k) plan. The offering will ensure the client has a diversified portfolio that matches their risk tolerance. Costs will also be analyzed.