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Utah State Treasurer Marlo Oaks on KPCW

Incoming Utah State Treasurer Marlo Oaks was a guest on KPCW’s Mountain Money episode last week hosted by Albion Principal and Partner Doug Wells and Alison Kuhlow. Listen to the interview to learn about Treasurer Oaks’s background, Utah State’s credit rating relative to other states, and the role the State Treasurer plays as “Custodian of […]

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Community

Daymian Vajda joins Albion team

Albion Financial Group is delighted to announce that Daymian Vajda has joined the firm as our newest Associate Wealth Advisor. He is working closely with Senior Wealth Advisor Devin Pope and his team. Daymian recently graduated from Westminster College with a Bachelor of Science degree in Finance. Historically speaking, Daymian is the sixth Westminster alumnus […]

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Second Quarter 2021 – Quarterly Letter

Read all archived copies of the quarterly letter in our Learning Center

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Patrick Lundergan achieves CFP® Designation

Albion Financial Group is proud to announce and celebrate the firm’s newest Certified Financial Planner®. Financial Planners are engaged in the detailed aspects of the financial advising relationship. Their efforts make it possible for our clients to seamlessly envision and plan for a variety of prospective scenarios. Their contribution to the team is essential as […]

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Weekly Market Recap

Equities were mixed last week as the world watched the Suez Canal drama unfolding. Most sectors generated positive returns allowing the S&P 500 and the Dow to finish the week higher, while price declines in some large-cap communications names pulled the Nasdaq lower. Small caps were also lower on the week, as were many international […]

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Meet Albion’s New COO

SALT LAKE CITY, March 16, 2021 /PRNewswire/ — Albion Financial Group announced today that Mason Woolf has been named Chief Operating Officer of the firm. In a clear sign of Albion’s growth and progress, the COO role has been created to oversee all company policies, processes, day-to-day management, coordination across teams, and organizational planning — […]

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FAQ: Bitcoin 101

For those trying to better understand bitcoin and cryptocurrencies, here’s our understanding on a handful of frequently asked questions

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Planners’ Corner – August 20, 2020

Should I refinance?

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Planners’ Corner – May 15, 2020

Pandemic edition.

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Community

COVID-19 Relief: Yellow Ribbon Network

The Yellow Ribbon Network is an online platform for veterans, active military and their families in need of counseling and resources to help with finances, housing, employment or education. The Yellow Ribbon Network has partnered with AFCPE® (Association for Financial Counseling & Planning Education®), whose mission is to ensure the highest level of knowledge, skill […]