Salt Lake City Resource Library
Articles
Browse Salt Lake City ArticlesRecession Is Approaching
It’s coming, can you feel it? The next recession is getting closer and closer, there’s no doubt. How do I…
Client Corner: Trip of a Lifetime for LaMar & Meg
This past March we went on, what we would consider, a trip of a lifetime. We flew into Sydney, Australia,…
Save The Date
SAVE THE DATE Rise Against Hunger Event Friday, June 28th from 5 to 7 p.m. Juan Diego High School We…
My Home Is an Asset. Or Is It?
Often in discussions of retirement planning, the home comes up as a planning item. After all, a home can represent…
Special Reports
Browse Salt Lake City Special ReportsReport: Second Quarter Economic Update
A new US president and the winding down of most government-led pandemic safety measures welcomed investors to 2021. As we…
Report: First Quarter Economic Update
What A Difference A Year Makes The first quarter of 2021 included the one-year anniversary from the March 2020 equity…
Half Time Report Webinar
Join Scott Dougan, Sean Lee, and Mike Sorrentino for a webinar recap of the first half of 2020 and a…
Report: Special Tax Report
Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020 Tax planning should always be a key…
Newsletters
Browse Salt Lake City Newsletters2024 Spring Newsletter: Salt Lake City
My business partner, Scott Dougan (Kansas City) and I started the year off with a bang. We were invited to…
2024 Winter Newsletter: Salt Lake City
Another new year is upon us. How did that happen? In some ways it feels like the last four years…
2023 Fall Newsletter: Salt Lake City
Change is in the air. I’m not just talking about the leaves changing colors and the temperatures cooling. Change seems…
2023 Summer Newsletter: Salt Lake City
Thank you to everyone who joined us on June 30th to package meals for the hungry. Working with Rise Against…
Podcast
Sean P. Lee
Managing Partner
Salt Lake City
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