Author Archive: Mark K. Lund, Advisor, CEO, & author of The Effective Investor, a #1 Best Seller

Mark K. Lund is the firm's founder, CEO and author of The Effective Investor, a #1 Best Seller. He has written articles for or been quoted in: The Wall Street Journal, The Salt Lake Tribune, The Enterprise Newspaper, The Utah Business Connect Magazine, US News & World Report, and Newsmax.com, just to name a few.  Mark publishes two newsletters called, “The Mark Lund Growth Report” and “Mark Lund on Money.”  Mark provides CPE (continuing professional education) courses for CPAs.  You may also have seen him on KUTV Channel 2, or as a guest speaker at a local association or business. Mark provides investment and retirement planning services for individuals and 401(k) consulting for small businesses.

In his book, The Effective Investor, Mark exposes the false narrative magazines, media, big Wall Street firms, and most advisors want you to believe. The good news is that Mark will show you that you don’t need their speculative ways of investing in order to be successful.

Get a free copy when you schedule your initial consultation.

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Sep

17

Getting Your Personal Finances in Shape for 2019

Fall is a good time to assess where you stand and where you could be. You need not wait for 2019 to plan improvements to your finances. You can begin now. The last few months of 2018 give you a prime time to examine critical areas of your budget, your credit, and your investments. You […]

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Sep

17

Growth Report – Monday, September 17, 2018

CONSUMER SENTIMENT EXCEEDS EXPECTATIONS In its initial September edition, the University of Michigan’s monthly consumer sentiment index rose 4.6 points to 100.8, a 6-month high. Economists polled by Bloomberg had forecast a reading of 96.6. Fifty-six percent of households responding to the survey said that they had made recent financial gains; the all-time high for […]

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Sep

10

5 Retirement Concerns Too Often Overlooked

Baby boomers entering their “second acts” should think about these matters. Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement poses, for not all are immediately obvious. In looking forward to their “second acts,” boomers may […]

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Sep

10

Growth Report – Monday, September 10, 2018

LATEST JOBS REPORT cONFIRMS WAGE GROWTH IS ACCELERATING According to the Department of Labor’s newest employment report, average pay for U.S. private sector workers improved 2.9% in the 12 months ending in August. That is the best annualized wage boost since the end of the Great Recession in 2009 and an improvement from 2.7% in […]

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Sep

4

Build Your Rainy Day Fund

Like an emergency fund, it can come in handy. Sometimes, life gets expensive. A little bad luck or a twist of fate can hit us right in the checkbook and challenge us to live within our budget. An emergency fund may help us handle major financial disruptions. For the minor ones, a rainy day fund […]

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Sep

4

Growth Report – Monday, September 3, 2018

OPTIMISM REIGNS ON MAIN STREET In August, the Conference Board’s respected consumer confidence index made a remarkable leap, rising 5.5 points to 133.4. This was its highest reading in almost 18 years. (Economists surveyed by Briefing.com forecast an August reading of 126.5.) The University of Michigan’s consumer sentiment index also improved in its final August […]

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Aug

27

Save & Invest Even if Money Is Tight

For millennials, today is the right time. If you are under 30, you have likely heard that now is the ideal time to save and invest. You know that the power of compound interest is on your side; you recognize the potential advantages of an early start. There is only one problem: you do not […]

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Aug

27

Growth Report – Monday, August 27, 2018

BULL MARKET MAKES HISTORY At the close on August 22, the current bull marked its 3,453th day, a record by S&P Dow Jones standards. Between March 9, 2009 and last Wednesday, the S&P 500 advanced 323%, with an annualized return of about 19%. Besides optimism, four other factors drove the market higher in the last […]

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Aug

20

Leaving a Legacy to Your Grandkids

Now is the time to explore the possibilities. Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies. A family legacy can have multiple aspects. It can include much more than heirlooms and appreciated assets. It may also include guidance, even instructions, about what to do with […]

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Aug

20

Growth Report – Monday, August 20, 2018

MID-SUMMER MEANT BUYING FOR CONSUMERS According to new Census Bureau data, retail sales were 0.5% improved in July. Core retail sales (all categories except car and truck buying) rose 0.6% last month. The only sour note was the revision the Bureau made to June’s headline and core retail sales advances. The overall June retail sales […]

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