Salt Lake City Resource Library
Articles
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The Wealth Mirage
“We’ll retire when the 401(k) hits a million.” Or $500,000, or $5,000,000. It’s not uncommon at all for people to…

The Steak Dinner Decision
A confluence of forces is about to occur that may result in a decision to be made by aspiring and…

Briefcase Study: Breakthrough in a Box
When an Amazon box arrives at the front door, it’s an exciting moment. Is it…for me? Boy, I sure hope…

Back to the Basics: Proof and Belief
Money and Markets Beware: I’m going to get existential for a moment. I’ll be quick about it. Beginning in 2007…
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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