Lon in the Media

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

Understanding Financial Terms

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


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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