Blair Perry - Inventa Wealth Advisors
Share
Blair is a devoted husband to Erin and a proud father of five, finding his greatest joy in family life. His Utah upbringing instilled a love for the outdoors and a competitive spirit, honed through years of playing multiple sports including baseball, football, track & field, and wrestling. While he once viewed long-distance running with skepticism, his wife's enthusiasm has inspired him to tackle
07/10/2026
Wall Street has a lot of cliches. How many do you know?
16 Wall Street Cliches in 60 Seconds Pundits say a lot of things about the markets. Let's see if you can keep up.
07/02/2026
"We should just buy a place here." 🏖️
Almost every client conversation about a second home starts with that sentence, said on the third or fourth morning of a really good trip.
It's rarely about the house.
It's about wanting more of the version of life you experience on vacation.
That's a valid thought, but the house is not always the cleanest path to it.
A few things worth pressure-testing before you buy:
🔹 The sticker price is only the start. Insurance, maintenance, HOA fees, furnishings, and other expenses can add up faster than people expect.
🔹 The rental tax rules are not intuitive. The 14-day rule, passive activity limits, and depreciation may change the math. Be sure to check with your tax, legal, or accounting professional about how the rental tax rules would apply in your situation.
🔹 Paying all cash vs. financing isn't always straightforward. Don’t overlook the opportunity cost if you’re considering paying all cash.
🔹 Will the kids want it? Agree on it?
None of this is a reason not to buy. Plenty of clients have and love it.
It's a reason to do the numbers and have the family conversations before the offer, not after.
07/01/2026
It's July 1. Six months of 2026 are gone. ⏳
If you're like most of the people we work with, the year hasn’t gone exactly the way you sketched it out in January.
➔ Maybe the market did something you didn't expect, and your priorities look different from what they did six months ago.
➔ Maybe a parent's health changed, or an adult child needed help, or a grandchild arrived, and now the estate strategy you finalized two years ago doesn't quite match the family.
➔ Maybe the business had a better year than projected, or you’re managing through some other issues.
➔ Maybe you sold something, bought something, retired, semi-retired, or finally admitted you're not going to retire when you said you would.
Any one of those is a reason to revisit your approach before December, not after.
The clients who feel most in control of their financial lives are the ones who don't wait until year-end to find out what the year actually was.
Click here to claim your Sponsored Listing.
Category
Contact the business
Telephone
Address
7440 S Creek Road Ste 250
Sandy, UT
84093
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
