Salt Lake City Resource Library
Articles
Browse Salt Lake City ArticlesElection Year Thoughts Worth Thinking About
During a recent meeting, and then at another meeting, and another…the question came up: “With an election coming up, what…
Don’t Let Healthcare Derail Your Retirement
Live on less than you earn, pay less interest on debts than you receive on your assets, mind your taxes,…
Does a Presidential Election Really Affect the Markets?
It’s time to discuss the elephant in the room, the upcoming election. I’m regularly hearing concerns during meetings about the…
Cash is Undefeated
Have you ever gazed upon an heirloom-quality piece of furniture, a new gourmet kitchen, or a stunning sports car and…
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 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…
2023 Spring Newsletter: Salt Lake City
Spring has finally arrived! It typically signifies births and new beginnings. However, for our family, this spring brings with it…
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