Grant Olson

Grant Olson R.O.I. is a fee-only wealth management and financial planning firm based in Lehi and Orem Utah.

ROI is an independent fee-only wealth management and financial planning firm in Lehi & Orem Utah.

01/19/2021

What’s on the horizon as we head into 2021? The big news is the Democrats won both Georgia Senate races. This will result in a 50/50 Democratic/Republican breakdown in the Senate; Vice President Elect Harris will serve as the tie breaker, effectively giving Democrats the majority in this body. Thi...

05/13/2020

You may have seen references to which letter an economic recovery might resemble.  The most popular options are V, L, and U.  In a best-case scenario

12/11/2019

Recent U.S. economic data has been reasonably good.  October reports for retail sales, existing home sales, new home sales, and durable goods all exceeded

10/09/2019

We have to remember that one can’t make too much out of one month of data, but we’ve seen a couple of reports that make us wonder if the consumer’s knees are b

07/11/2019

There is a path to higher stock prices and more gains this year for our model portfolios.  But after the initial surge to new market highs as trade tensio

03/18/2019

After the January/February market rebound, we see gains harder to come by for US markets.  Prospects are somewhat better overseas, but not good enough on

02/12/2019

What a difference a month can make.  In a newsletter we sent out last month we counseled investors not to overreact after the market staggered to the finish lin...

12/06/2018

Now that the mid-term elections are behind us, we’ve gained some clarity on the current market movers.  There are two major things to watch closely over the nea...

Good advice!
09/28/2018

Good advice!

Want to build wealth? Pay yourself first. Protect your loved ones. Borrow sparingly. And don't go for the home run.

Interesting article detailing the not so distant future problem of social security funding. Individually planning, savin...
08/28/2018

Interesting article detailing the not so distant future problem of social security funding. Individually planning, saving, and investing now for your future and not relying on something that probably will not be entirely there, social security, is an obvious answer.

“An economic crisis for millions of retirees of unprecedented proportion” awaits if Congress takes no action Edelman says.

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Lehi, UT
84043

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