2018 Christmas Letter

It’s been an exciting year and a half for me, and I wanted to share a few updates with you. In the summer of 2017, I got engaged. Then, in October of that same year, I married my amazing wife MaryAnn. MaryAnn is a math teacher at South Davis Junior High. She also teaches violin lessons. I consider myself very fortunate to have found such an amazing wife.

My wife owned a condo in Bountiful, so when we got married, I moved. In January we learned that we were expecting a baby.  Our son was supposed to arrive sometime in September, but he just couldn’t wait, so at the end of August, we welcomed Parley to the world. Everything about him has been truly amazing to me, from the first time I saw his tiny heart beating to the way he giggles at me when I make a funny sound. We are truly blessed to have him in our lives. 

In order to provide my clients more options, I’ve teamed up with the Michael Berg Insurance/Insurance Matters. Michael Berg and I share office space in Centerville. Michael has been helping people to compare rates from multiple insurance companies for almost ten years now. He specializes in helping people find better rates and better coverage for their homes, automobiles, and businesses.   As you know, I use the same process to search multiple companies to help people find the best solutions for people with retirement annuities and life insurance.  In fact, our brokerage has over 50 national companies that I can do business with. If you’ve been to our office before, you will notice that we have moved. A few months ago, our landlord told us that they were selling a piece of property about 5 ½ acres in size. The property just happened to be where our office was located, so we had to move.

As you can tell, it’s been a great year for me. I hope it’s been a great year for you too, and I hope that this next year will be even better for you. A quick word about the stock market and the economy - it’s been a rough year in the stock market. Interest rates have been going up, but the stock market has been up and down. It’s normal for the market to see some fluctuations from time to time. Historically, the stock market has done very well over long periods of time. It’s impossible to say exactly what the economy will do in the coming months and years, but for people who are looking for a safe way to earn higher interest rates, without having to worry about the volatility of the stock market, we have some great option. I have clients earning more than $100/ month in interest. I hope all my clients know that their money is safe. No matter what the market does, or has done, these types of accounts won’t lost a penny. This type of account may not work well for everyone, but I love that it provides a different kind of option for people that is safe, and can still grow nicely. It is nice to know that the money you set aside for retirement will still be there, even if things get a little crazy in the next year or so. If you know people who are worried about the markets, please have them come talk to me.

If you are planning to be in the Bountiful/ Centerville area, feel free to stop by my office. I am usually in the office from about 11:00 in the morning until 6:00 at night, but I can also meet in the evenings by appointment. And of course, as always, if have any questions, or if you know anyone else who could use my help, feel free to call me or send me an email any time!

Douglas Warner
Life Insurance & Retirement Specialist

Insurance Matters
398 E. Pages Ln.

Email:       Doug@MBergIns.com
Cell:         (435) 590-2190
Lic:           #599086