Understanding Today’s Financial Environment
At Knox Capital Group, we focus on helping affluent individuals and business owners navigate the complex financial environment their success has led them to. These individuals and families face significant challenges as they try to navigate how to efficiently optimize their estate while planning for future generations, and in finding the best way to structure their enterprise before, during, and after exiting their business.
Our professionals have the expertise, experience, and passion necessary to create sophisticated strategies designed to accommodate situations such as these. We are focused on creating and retaining value for affluent individuals by developing and implementing a customized plan for today’s increasingly complex financial landscape.
Who We Are
We are independent comprehensive financial advisors serving Utah, and the surrounding areas. We strive to become your trusted advisor, to sit on the same side of the table and assist you in achieving your goals and dreams.
What We Do
We consider all aspects of your finances to help develop a plan thats right for you.
How We Do It
Our team of specialists will take the time to listen to you, understand your goals, present solutions, and deliver exceptional care and attention.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
A look inside the U.S. government's statistics on household net worth.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Purchasing homeowners insurance is critical for protecting your home.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
How to help determine life insurance needs to provide for your family after you pass away.
The item most homeowners forget on their home improvement project checklist is insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Why are 401(k) plans, annuities, and IRAs so popular?
Learn how to harness the power of compound interest for your investments.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.