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Salt Lake City Office

2150 East 1300 South,

Suite 500
Salt Lake City, UT 84106

Latest from TruNorth

April 2024


April is Financial Literacy Month.  At TruNorth, we know that knowledge pays dividends.  Our website is treasure trove of resources to help you build your financial knowledge.


The Basics-We created our Investing Basics to provide a starting point for understanding stocks and the market.


Teaching Children­- Parent, grandparent, or other mentor, teaching young people gives them an important head start and strong financial foundation.   Raising Money Savvy Kids illustrates how to teach children a clear understanding about money.


Retirement- This is the moment you have been working towards, now is not the time to make a mistake!   Our Retirement Workbook and  Pre-Retirement Preparation gets into the details of all the moving parts of your retirement planning. We are here to help!


Powerful Financial Planning Tools- MoneyGuide Pro is the industry’s leading financial planning platform.  MyBlocks, by MoneyGuide Pro, is an interactive tool covering different financial topics in a bite-sized, easy to understand format. MyBlocks has topics for everyone and every stage of your life.  This video gives you an overview of MyBlocks and how it works.  Click here to sign in or register and start exploring.


Of course, our best resource is Sharon’s experience and know-how to help you get where you want to go.  No matter your stage in life, your financial goals, or your investing experience, give us a call or send us an email and we can make our knowledge work for you.


February 2024 Market Views

Punxsutawney Phil may not be an accurate predictor of weather, but the "January Effect" can give us a preview of market for the rest of the year.

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January 2024 Market Views

The big question heading into 2024 is did the Fed pull off a "soft landing"?  Or are we waiting for the other shoe to drop?

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Inflation and the Real Rate of Return

Costs of goods and services have gone up. How does this impact your investments and your purchasing power?

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