Resources: Salt Lake City

Recent Articles

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The Curse of Knowledge

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Over the years, I’ve taught hundreds of hours of classes on financial retirement. The class I teach is called Retirement…

Back to the Basics: Return Policy

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As more and more shopping moves from brick-and-mortar stores to the internet, the risk of getting it wrong escalates. A…

Briefcase Study: Now That I’m Retired

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“Now That I’m Retired, I Wonder How I Got Anything Done When I Was Working!”  “How’s retirement treating you?” –…

70/100 Retirement Vision

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I don’t know what a perfect life looks like or a perfect retirement plan either. What I can say is…

Special Reports

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Report: Quarterly Economic Update

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Second Quarter 2021 A new US president and the winding down of most government-led pandemic safety measures welcomed investors to…

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…

Latest Newsletter

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2021 Summer Newsletter

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The dog days of summer are here.  We just wrapped up the baseball season for my son, Michael, and his…

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 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