Park City Wealth Advisors

09/24/2026

Fixed income has quietly become one of the most compelling parts of the market. Yields have risen across the curve, Treasuries are paying more than twice their long‑term median, and investors are finally being compensated for taking duration and credit risk.

And historically, your starting yield has been the strongest indicator of your five‑year return. With yields sitting near the top of their 15‑year range, the setup for long‑term fixed‑income investors is far better than it’s been in a long time.

09/23/2026

This year’s performance landscape looks very different from the last decade. Commodities are leading, emerging markets are the second‑strongest performer, and small caps have outpaced large‑cap growth, a notable reversal from long‑term trends.

Despite the rotation, fundamentals remain strong. Forward earnings growth expectations for 2026 exceed 30%, margins are elevated, and companies continue to invest heavily in AI infrastructure and long‑term innovation. While large‑cap growth has lagged year‑to‑date, the underlying drivers of future performance remain intact.

Valuations are elevated but supported by strong profitability. The question for investors is whether this rotation represents a new trend or a temporary pause. Given the earnings backdrop, it increasingly looks like the latter.

09/23/2026

What would happen if your family’s financial situation changed tomorrow?

Morgan Lemaitre, CFP® and Founder & CEO of Park City Wealth Advisors, joins FOX 13’s The Place for an important conversation about why women should take an active role in understanding, creating, and protecting their family’s financial future.

You don’t have to manage every financial decision yourself, but you should understand your financial life and know where you stand.

Learn more about Morgan Lemaitre and Park City Wealth Advisors at

Park City Wealth Advisors, financial advisors in Park City, help high net worth entrepreneurs and families make the most of their wealth.

09/22/2026

A Park City business owner, 47, was generating $1.4M/year, but 94% of his net worth was tied to his company. Real wealth on paper. Zero financial freedom in practice. Over 18 months, we helped him: → Build a diversified investment portfolio funded through strategic business distributions → Implement a real estate income strategy with favorable depreciation treatment → Create a bond ladder for predictable passive income from year 3 onward → Reduce business income dependency from 94% to 58% of total net worth 'For the first time, I feel like I own my business. Not the other way around.' Ready to build beyond your business?

https://calendly.com/morgan-v1m/interview?month=2026-07

This testimonial was provided by a current client of Park City Wealth Advisors. The client was not compensated for this testimonial. The testimonial reflects the client’s personal experience with Park City Wealth Advisors and is not intended to be representative of any other client’s experience. Past performance is not indicative of future results, and no guarantee of future performance or success is implied.

09/22/2026

What would happen if your family’s financial situation changed tomorrow?

Morgan Lemaitre, CFP® and Founder & CEO of Park City Wealth Advisors, joins FOX 13’s The Place for an important conversation about why women should take an active role in understanding, creating, and protecting their family’s financial future.

You don’t have to manage every financial decision yourself, but you should understand your financial life and know where you stand.

Learn more about Morgan Lemaitre and Park City Wealth Advisors at

Park City Wealth Advisors, financial advisors in Park City, help high net worth entrepreneurs and families make the most of their wealth.

09/21/2026

I wish I never got that… said no one ever. When we think family first, we think life insurance.

09/21/2026

Historically, midterm election years tend to be volatile and weaker in the middle of the year, but 2026 has already broken that pattern with strong performance. The even more compelling trend is what follows: one‑year returns after midterms have averaged more than 15%, reflecting the impact of increased clarity and reduced uncertainty.

While volatility continues to remain the price of admission to long‑term market participation. Even in exceptional years, drawdowns occur, yet higher‑risk assets have consistently outperformed over extended periods. And despite concerns about investing at all‑time highs, historical data shows that markets often continue to strengthen. For investors with long time horizons, disciplined risk‑taking remains essential.

09/18/2026

Inflation isn’t moving in one direction, it’s reshaping itself. Energy is still the standout driver, but we’re also watching auto insurance cool, shelter level off, and services pick up momentum. These shifts tell a bigger story about how price pressures evolve across the economy.

With core inflation holding above 2.5%, the path back to the Fed’s 2% target won’t be quick. This is the kind of environment where staying grounded in the details becomes essential.

09/17/2026

Sensing and Stopping a Scam | In-Person, Monday, September 21

"Technology breeds crime — it always has and it always will." -Frank Abagnale

We make purchases everyday, whether online, over the phone, with a card or via mobile payment services. In today’s society, it’s important to stay informed of common scams. Join us Monday to learn key principles to protect yourself against scams and other fraud strategies.

Register here: https://buff.ly/L3r2ovF

09/17/2026

What would happen if your family’s financial situation changed tomorrow?

Lemaitre, CFP® and Founder & CEO of Park City Wealth Advisors, joins FOX 13’s The Place for an important conversation about why women should take an active role in understanding, creating, and protecting their family’s financial future.

Morgan explains that even in financially successful households, one partner may have most of the knowledge about the family’s money. That can leave the other partner unprepared when an unexpected life event—such as divorce, death, or a sudden loss of income—changes everything.

You don’t have to manage every financial decision yourself, but you should understand your financial life and know where you stand.

Learn more about Morgan Lemaitre and Park City Wealth Advisors at ParkCityWealthAdvisors.com.