Featured
Lon Jefferies, From Event Promotions to Financial Planning NAPFA Advisor Magazine, April 2014, pg 30-32
Lon Jefferies, On Tax Diversification Wall Street Journal, Dec. 21, 2010
E-Book
Understanding Financial Terms
Television
KUTV with Matt Gephardt: "What is a Point?", September 11, 2015
FOX 13 News: “Booming Forward — Surprisingly Popular Places To Retire” August 5, 2014
KUTV with Matt Gephardt: "Why is there Always A Buyer on the Stock Market?" August 15, 2011
Publications
FiGuide Author Profile
EzineArticles.com - Expert Author
Articles
Are You Missing the Hot Play? Sun This Week, October 5, 2015
How To Enrich Your Heirs USA Today, June 8, 2015
Trends: Dangerous Illusion NASDAQ, April 10, 2015
Why Diversify? 2014 vs. 2015 Morningstar.com, March 31, 2015
Basic Ways to Save El Nuevo Herald (The Miami Herald), March 30, 2015
When Assets Get a 1/2 Step-Up in Cost Basis NAPFA Advisor Magazine, September 2014, pg 5
Financial Fire Drill Utah Business Magazine, September 2014
401(k) Loans: Pros and Cons USA Today, May 5, 2014
The Superior Retirement Account: Traditional or Roth? Utah Business Magazine, April 2014
Simple Steps To Becoming Your Own Financial Planner Utah Business Magazine, June 2013
Industry Outlook: Wealth Management Utah Business Magazine, October 2011
Retirement Ready Utah Business Magazine, June 2011
Adding It Up: Advisors Help You get the Most for Your Money,
Utah Business Magazine, Feb. 2010
Roth IRA Conversion: Right for You? Utah CEO Magazine, Oct. 2009
Fill Your Buckets: Ensure Liquidity in Investment Portfolios,
Utah Business Magazine, Sept. 2009
Retirement: Time to Get Nervous Connect Magazine, April 2008
Financial Advisor: Friend or Foe Connect Magazine, Dec. 2008
Quoted in the Media
David Marcinko, Comprehensive Financial Planning Strategies for Doctors and Advisors, January 9, 2015, pages 77, 128, 204, 307, 483, 526, 627
Taxpayers See Red Over Identity Theft Investment News, April 7, 2013
Hands Off Utah Business Magazine, June 2011
Rules for the New Reality New York Times, Feb. 25, 2009
Portfolio Re-Balancing Investment News, Dec. 7, 2008
