Resources: Salt Lake City

Recent Articles

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Predicting the Future of the Market

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Every so often I’ll read an article sent to me that says something to the effect of, “The stock market…

Why It’s So Hard To Get Organized Financially

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A friend of ours had a wild experience when their cat brought a live chipmunk into their house and just…

Caregivers and the Bystander Effect

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Have you ever witnessed an emergency like a car accident or a person having a seizure or other medical issue?…

Briefcase Study: Are You A Caregiver? Consider the Platinum Rule

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In this Briefcase Study, we’re going to focus on a topic that isn’t financial, necessarily, but a heart issue instead.…

Special Reports

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Report: Quarterly Economic Update

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First Quarter 2021: What A Difference A Year Makes The first quarter of 2021 included the one-year anniversary from the…

Report: Proactive Year-End Tax Planning for 2020 and Beyond

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A thorough review of your financial situation should always include tax planning. Paying only your fair share of taxes –…

Half Time Report Webinar

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Join Scott Dougan, Sean Lee, and Mike Sorrentino for a webinar recap of the first half of 2020 and a…

Report: Special Tax Report

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Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020 Tax planning should always be a key…

Latest Newsletter

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2021 Spring Newsletter

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ELEVATED INSIDER Walk outside. Do you smell that? Fresh-cut grass, turned-over dirt, worn leather, peanuts… It’s baseball season! The most…

2021 Winter Newsletter

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ELEVATED INSIDER A new year. Is it just me, or did this past year feel like more than 12 months?…

2020 Fall Newsletter

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ELEVATED INSIDER The days are getting shorter. The leaves are changing and falling. The mornings are crisp and cool. We’ve…

2020 Summer Newsletter

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ELEVATED INSIDER What a year it has been! So far. We are more than half-way through 2020, but when I…

2020 Calendar of Events

Friday, June 7th

Annual Rise Against Hunger®
Client meal packing event

Tuesday, June 28th

‘Half Time Report’ event

Saturday, September 7th

Annual Client Golf Outing

Wednesday, December 11th

Year End Tax Planning event