E-Book
Understanding Financial Terms
Television
KUTV with Matt Gephardt: "Why is there Always A Buyer on the Stock Market?"
Publications
Utah Boomers Magazine - Contributing Author
FiLife Contributing Author Profile
FiGuide Author Profile
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
Hands Off Utah Business Magazine, June 2011
Lon Jefferies, On Tax Diversification Wall Street Journal, Dec. 21, 2010
Rules for the New Reality New York Times, Feb. 25, 2009
Portfolio Re-Balancing Investment News, Dec. 7, 2008
Video: Your Path to a Worry-Free Retirement
Why is it crucial to work with a financial planner who accepts a fiduciary responsibility to act in your best interest? View this six minute video to learn how working with the right advisor can get you closer to your financial goals.
Video: "Using a Financial Plan to Boost Your Wealth"
According to the SEC, individuals with a written financial plan have twice the money in savings and investments as those who don’t. Watch this webinar to learn more.
What is a Financial Plan?
Lon's E-book: Financial Terms
Definitions of common financial terms we hear everyday but don’t truly understand.
How Is Net Worth Different?
Contact Info
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