Salt Lake City Resource Library
Articles
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Briefcase Study: The Call You Can’t Plan For
Long-term care almost never announces itself. It shows up as a phone call. Mom fell in the driveway. Dad got…
The Cognitive Sweet Spot: Are You In It?
Cognitive changes and financial decision-making are not comfortable topics, but they are important for long-term planning, thus they deserve thoughtful…
In the Face of Greater Technology, Embrace Analog
Technology moves at a breathtaking pace. A smartphone – the same device you habitually carry in your pocket – has…
Active or Passive Investing – What’s Your Plan?
Forecasting markets remains one of the oldest and most debated topics in finance. I’d like to pose a few questions…
Newsletters
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2026 Summer Newsletter: Salt Lake City
Oh boy! It’s a hot one out there this summer. I hope you’re staying cool while enjoying your summer plans.…
2026 Spring Newsletter: Salt Lake City
The first few months of 2026 were busy for me and my family. January brought the official start of the…
2026 Winter Newsletter: Salt Lake City
Here we go again! Another year, another new beginning. Often in January many of us take a pause and reflect…
2025 Fall Newsletter: Salt Lake City
How are we already in the last few months of 2025? Boy this year has flown by! Our family has…
Podcast
Sean P. Lee
Managing Partner
Salt Lake City
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