Matthew Seppanen is a CERTIFIED FINANCIAL PLANNER™

and Financial Advisor in Park City, UT

Expertise

For your wealth, you expect
superior money management.

EMPATHY

The ability of your Financial Advisor to understand your feelings about money.

EDUCATION

You need to know what you
are invested in and why.

Trust

You want to believe that your Financial Advisor is acting in your best interest.

Effectiveness

You have one opportunity to get your Financial Planning and Investments correct.

Being a client

Every question should be answered simply – What is best for the client?

The latest From our blog

  • Markets Quarterly Update

    Bad News

    Yield curve inversions, earning recessions, global economic slowdowns, a government shutdown….and stocks are up. This past quarter shows once again that: The stock market is difficult to time with any consistency. That over all but the longest of time periods, the stock market and the economy are uncorrelated. Happy reading and enjoy the Q1 review of global markets.

  • Markets Quarterly Update

    Quarterly Performance of Stock & Bond Markets – Q4 2018

    The following presentation contains Quarterly and Year-to-Date performance of stock and bond markets for 2018. Additionally, a quick note on the benefits of diversification is included towards the end of the document.

  • Markets Quarterly Update

    Quarterly & Annual Performance of Global Stock & Bond Markets – Updated for Q3 2018

    The presentation below features quarterly and annual performance of the global equity and fixed income markets. The return data has been updated through Quarter 3 of 2018.

Featured Contributions & Partnerships


Image
Image