2026 Educational Classes are being scheduled.
We are currently scheduling our educational classes for 2026. If you would like to attend please reach out to us directly and we can schedule a time.
30
01, 2026
19
03, 2025
Education Classes set for spring 2025
Colwyn is having 3 educational classes this spring: May 1: Springhill Suites Marriott Hotel in Sugarhouse May 7: Springhill Suites Marriott Hotel in Draper May 13: Courtyard Marriott in Lehi Investment and Retirement Planning Course for people age 55 and up. RSVP: service@colwyninvestments.com, space is limited, once you send an
13
01, 2025
Welcome to 2025!
Friends of Colwyn: Welcome to 2025! I hope you had a wonderful holiday season and that your new year looks positive and hopeful and healthy and happy. As we start the new year, I wanted to send you a quick reminder about some estate and life planning tips
19
07, 2021
July 2021 Update
Friends of Colwyn: I hope you are well this Middle of July. I certainly love our Country and this time of the year I am always reminded of the freedoms I enjoy. As I research economic indicators and financial performance, I am reminded that none of that would be possible
19
08, 2020
Course Outline
Course Outline Section 1: Life Planning for Retirement Traditional vs. new retirement New retirement opportunities Values and objectives in nine areas of life The retirement planning process Section 2: Retirement Needs & Expenses Early retirement trends How long must your money last? Inflation,
19
08, 2020
Investment & Retirement Planning Education Course
You are invited to… An Investment & Retirement Planning Education Course An Educational Course for Adults – Ages 50 + Why Financial Education is Important Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies
10
08, 2020
The path for uncertain times…
A path forward Welcome to August! As we continue to march through a remarkable year, I hope that all of you are doing well and can see a path forward. First, a little financial update - although the GDP - (Gross Domestic Product - is the total
23
04, 2020
Avoid the scammers
A quick note today on protecting yourself from scammers during these uncertain times that we are living in. We are seeing more concerns with scammers attempting to defraud people during COVID lay offs and the stimulus checks being issued. There is a ton of good information here that I would
23
03, 2020
It was just an old watch…
I want to tell you a story about a watch. Many years ago my mother passed away unexpectedly. Dad had died a few years prior and so in my late 30's I found myself without parents and quite frankly, I felt kind of lost in many ways. As my
6
03, 2020
Core Principles Series – Principle #10 – Fact based on an observation of one is not meaningful…
Core Principles Series - Principle #10 - Fact based on an observation of one is not meaningful... There is a fascinating discipline in the world of marketing and decision science called 'Choice Architecture'. This discipline affects your life every single day and most often does so without any of