Salt Lake City Resource Library
Articles
Browse Salt Lake City Articles
Old Music Is Better Than New Music – Why Investing Is Different For Retirees
Everybody knows that old music is far better than new music. In fact, can you even call this new stuff…

Back to the Basics: Why A Successful Retirement Starts with Income Planning
There are several questions that hopeful retirees are consistently asking as they seek to build a successful retirement. Some of…

Briefcase Study: Team of Three: Who’s in Your Financial Planning Trio?
There’s such power in the number three. Whether in literature, joke telling, the meats of a club sandwich, or nature…

A Single Pill for a Successful Retirement?
We often talk about building a retirement plan that allows you to sleep well at night, free from the worry…
Special Reports
Browse Salt Lake City Special Reports
Report: 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 Newsletters
2023 Winter Newsletter: Salt Lake City
As we say farewell to 2022, we look back on all the good the year offered. 2022 brought new and…

2022 Fall Newsletter: Salt Lake City
The days are getting shorter, the nights cooler. The leaves are changing colors. Fall is upon us, and life is…

2022 Summer Newsletter: Salt Lake City
It’s the most wonderful time of the year: baseball season! Summer is sizzling! The kids have been out of school…

2022 Spring Newsletter: Salt Lake City
Spring is here – the trees are blossoming, the birds are chirping and the bats are swinging. It’s the most…
Podcast

Sean P. Lee
Managing Partner
Salt Lake City
Listen Now
Browse by Category
What are you looking for?
Contact Us to Schedule a Conversation