Salt Lake City Resource Library
Articles
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If You Could Time Your Last Dollar with Your Last Breath
I often suggest that good financial planning means we die with money left over. Conversely, that must mean that bad…

Shortened Workweek
If you worked one less day per week at your paid job, what would you do with your time? This…

ERG Team Building
As the first quarter of 2022 came to a close, the teams at Elevated Retirement Group and Elevated Capital Advisors…

Financial Finish Lines and Mile-Markers
The Boston Marathon is an event where otherwise normal people travel great distances, at great expense, to punish themselves physically,…
Special Reports
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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
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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…

2022 Winter Newsletter: Salt Lake City
We made it through the holidays and into another year. Welcome 2022! Here’s to hoping for brighter, healthier days…

2021 Fall Newsletter: Salt Lake City
Pops of color on the mountains, cooler temperatures, and shorter days. Fall is here and settling in nicely after a…

2021 Summer Newsletter: Salt Lake City
The dog days of summer are here. We just wrapped up the baseball season for my son, Michael, and his…
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Sean P. Lee
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