Salt Lake City Resource Library
Articles
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The Hidden Cost of Debt: When ‘More’ Steals Your Freedom
If you’ve been watching the financial headlines lately, you’ve probably noticed how quickly things have changed. Inflation has driven prices…
Client Corner: Carolyn
After I retired, I initially worried about how I would fill my days without the structure of a 30+ year…
‘The Market’ Isn’t Your Portfolio
Ever been to a family reunion and thought, “I can’t possibly be related to these people?” You may look like them,…
Briefcase Study: Spring Is a Time to Revisit Home as Part of Your Retirement Strategy
Spring is in the air (finally!), and with it comes the annual nudge to refresh, replace, and reconsider. For many…
Newsletters
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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…
2025 Summer Newsletter: Salt Lake City
As with most summers, my family and I have been busy, and mostly with baseball. We just got home after…
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Sean P. Lee
Managing Partner
Salt Lake City
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