Casey Walker Investment Services
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We are a full-service financial firm committed to helping people and businesses pursue their financial goals through a wide range of products and services.
Casey B. Walker graduated from the University of Utah with a Bachelors of Science in Finance and Risk Management and has extensive personal and professional experience as a Registered Representative maintaining a General Securities Series 7 registrations, Series 6, Series 63, Life, Health and Disability insurance licenses in California, Colorado, Nevada, Oregon and Utah. Our firm also works closel
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How will your investments weather the ups and downs of the business cycle?
The Business Cycle How will you weather the ups and downs of the business cycle?
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Your home mortgage interest may be deductible. Do you itemize your deductions?
Home Mortgage Deduction Use this calculator to assess the potential benefits of a home mortgage deduction.
10/11/2023
Agent Jane Bond wants you to know about how can be to generate .
Jane Bond: Scaling the Ladder Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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Have you considered how long-term-care costs could affect your retirement budget? Find out more.
Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last.
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Stocks faced headwinds in Q3 as bond yields rose, impacting investor sentiment. With inflation data and interest rates in focus, market watchers anticipate a potential rate hike.
Quarterly Market Insights | Q3 2023 Stocks lost a portion of their first-half gains in the third quarter as a continued tight monetary bias from the Federal Reserve sent bond yields higher, unsettling stock investors throughout August and September.
10/06/2023
Business owners should consider a succession plan sooner rather than later.
Succeeding at Business Succession There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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You can help ensure that losing your wallet doesn't turn into something bigger.
What to Do When You Lose Your Wallet Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
10/02/2023
Over age 50? You may be able to catch-up on retirement.
Catch-Up Contributions Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
09/29/2023
How many ways can you pay for college? Loans, grants, savings and investments, to name a few.
Saving for College This calculator can help you estimate how much you should be saving for college.
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Net unrealized appreciation (NUA) is a pretty simple concept, but the ex*****on can be difficult to understand. Check out the article to learn more.
Net Unrealized Appreciation (NUA) Explained Have you considered the special tax treatment on company stock held in a 401(k) plan?
09/25/2023
Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?
Bi-Weekly Payments This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
09/22/2023
How long will your retirement money last with regular withdrawals? Have you run the numbers?
A Look at Systematic Withdrawals This calculator may help you estimate how long funds may last given regular withdrawals.
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Contact the business
Telephone
Website
Address
154 S Main Street, Ste 107
Tooele, UT
84074
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
| Saturday | 9am - 3pm |
| Sunday | 12am - 11pm |
