Lisa R. Schneider, AAMS, AIF, Financial Advisor

Lisa R. Schneider, AAMS, AIF, Financial Advisor Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Lisa R. Schneider, AAMS, AIF, Financial Advisor, Financial planner, 1389 Center Drive, suite 200, Park City, UT.

We work with a unique group of values and mission-focused business owners, executives, families and non-profits who rely on us to help prioritize their most important goals and illuminate their path forward. https://www.finra.org/investors/professional-designations/aif
https://exit-planning-institute.org/chapter/epi-utah-chapter https://www.finra.org/investors/professional-designations/aif

Consumer sentiment continues to slump, while the federal government's fiscal year budget continues to rise. Plus, market...
09/30/2026

Consumer sentiment continues to slump, while the federal government's fiscal year budget continues to rise. Plus, markets are digesting the latest inflation data. CIO Larry Adam provides perspective in today's Up & Adam.

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Explore our primer for helping newcomers to the big leagues navigate the slings and arrows that come along with outrageo...
09/29/2026

Explore our primer for helping newcomers to the big leagues navigate the slings and arrows that come along with outrageous fortune:

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Holiday spending is expected to rise, and discounts are expected to be deep as shoppers seek value. Plus, in today's Up ...
09/29/2026

Holiday spending is expected to rise, and discounts are expected to be deep as shoppers seek value. Plus, in today's Up & Adam, CIO Larry Adam analyzes how gold is reacting to the rise in the 10-year Treasury.

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Sibling bonds can be some of the most meaningful relationships in our lives, but they can also evolve as families grow a...
09/28/2026

Sibling bonds can be some of the most meaningful relationships in our lives, but they can also evolve as families grow and circumstances change. Explore practical ways to strengthen communication, navigate challenges and maintain lasting connections:

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A wave of economic data this week will provide insights on inflation and the labor markets. Plus, there's a silver linin...
09/28/2026

A wave of economic data this week will provide insights on inflation and the labor markets. Plus, there's a silver lining to higher yields. CIO Larry Adam digs deeper in today's Up & Adam.

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Annuities can be a great option for those approaching or in retirement who are looking for a guaranteed source of income...
09/25/2026

Annuities can be a great option for those approaching or in retirement who are looking for a guaranteed source of income that won't falter no matter what happens in the market. Explore why income annuities are becoming increasingly popular:

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Labor market strength supports consumer spending—but also helps explain the fed's hawkishness. Plus, with trade truce ex...
09/25/2026

Labor market strength supports consumer spending—but also helps explain the fed's hawkishness. Plus, with trade truce extended, Trump-Xi meeting may pave the way for further progress on trade. CIO Larry Adam digs deeper in today's Up & Adam.

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Thinking about saving for college? Here's a quick primer on 529 plans, tax-advantaged investment accounts designed to he...
09/24/2026

Thinking about saving for college? Here's a quick primer on 529 plans, tax-advantaged investment accounts designed to help families save for education expenses:

raymondjames.com

As the White House considers a diesel export ban, what could that mean for the energy markets? Plus, Treasuries hit mult...
09/24/2026

As the White House considers a diesel export ban, what could that mean for the energy markets? Plus, Treasuries hit multi-decade highs as the Fed embarks on a more hawkish trajectory. CIO Larry Adam digs deeper in today's Up & Adam.

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Iran is prepared to open the Strait of Hormuz, but wants a big concession from the US. Plus, home prices reach an unluck...
09/23/2026

Iran is prepared to open the Strait of Hormuz, but wants a big concession from the US. Plus, home prices reach an unlucky number. CIO Larry Adam provides perspective in today's Up & Adam.

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Address

1389 Center Drive, Suite 200
Park City, UT
84098

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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