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Mark Lund

Mark K. Lund is the firms 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. You may also have seen him on KUTV Channel 2, or as a guest speaker at a local association or business. 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 a successful investor. GET A FREE COPY WHEN YOU SCHEDULE YOUR INITIAL CONSULTATION.

Financial Advisor Utah

If They Can Predict the Weather, Why Not the Stock Market? Presented by Mark K. Lund, Financial Advisor in Salt Lake City

September 26, 2022 Humans have always had a strong desire to know the future. Soon after writing was developed in ancient Mesopotamia the Babylonians began using it to catalog thousands of auguries—observances of natural phenomena that they believed could predict major events.1 We still want to know what’s going to happen in the near future.

If They Can Predict the Weather, Why Not the Stock Market? Presented by Mark K. Lund, Financial Advisor in Salt Lake City Read More

Stay In Your Seat

Recently, Weston Wellington from Dimensional Fund Advisors shared a presentation expressing the importance of sticking with your plan during turbulent times titled “Stay In Your Seat”. The presentation was a brilliant juxtaposition between financial market turbulence and turbulence you may experience on a cross-country flight, emphasizing the value of staying in your seat in each

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Financial Advisor Utah

Financial Advisor in Utah, Mark K. Lund, Presents The Effective Investor Newsletter, September 19, 2022

The difference between planning ahead and worrying ahead When was the last time you watched the entire safety demonstration by an airline cabin crew? If you’ve traveled enough, you could probably stand up and give most of the presentation yourself. Using props like a seatbelt, an oxygen mask, and a lifejacket, the attendants talk about

Financial Advisor in Utah, Mark K. Lund, Presents The Effective Investor Newsletter, September 19, 2022 Read More

Financial Advisor Utah

Financial Advisor in Utah, Mark K. Lund, Presents The Effective Investor Newsletter, September 12, 2022

The Human Factor in Success During the ten days of track and field competition at the recent World Athletics Championships, athletes ran faster, jumped higher, or threw farther than ever before. In process they set three world records and ten meet records.1 So what enabled them to achieve these new levels of success? You might

Financial Advisor in Utah, Mark K. Lund, Presents The Effective Investor Newsletter, September 12, 2022 Read More

Financial Advisor Utah

Financial Advisor in Utah, Mark K. Lund, Presents The Effective Investor Newsletter, August 29, 2022

Avoiding Retirement Claustrophobia Retirement is supposed to be a time of increased freedom and happiness. After all, when you no longer need a job to provide your living, you can pursue the things you never had time for before. However, for many people, the thought of retiring brings anxiety. A recent survey by the job

Financial Advisor in Utah, Mark K. Lund, Presents The Effective Investor Newsletter, August 29, 2022 Read More

Financial Advisor Utah

Financial Advisor in Salt Lake City, Mark K. Lund, Presents The Effective Investor Newsletter, August 15, 2022

How long will high inflation last and what should you do about it? Most people understand that inflation is when prices go up. To be more precise, the International Monetary Fund defines it this way: “Inflation is the rate of increase in prices over a given period of time. Inflation is typically a broad measure,

Financial Advisor in Salt Lake City, Mark K. Lund, Presents The Effective Investor Newsletter, August 15, 2022 Read More

Financial Advisor Utah

Financial Advisor in Utah, Mark K. Lund, Presents The Effective Investor Newsletter, August 8, 2022

What happens when investors believe losing is unthinkable? Whether or not you’re a die-hard NFL fan, you can appreciate the story of Trevor Lawrence. He became the starting quarterback of his high school team as a sophomore, and then led them to 41 straight victories and three state championships.1 In his freshman year at Clemson

Financial Advisor in Utah, Mark K. Lund, Presents The Effective Investor Newsletter, August 8, 2022 Read More

Financial Advisor Utah

The Fiduciary Advisor Report – Presented by Mark K. Lund, Financial Planner – July 25, 2022

Secret to retirement happiness: Planning for fun The always-on Internet gives us instant access to virtually unlimited information and entertainment. But it has a downside. Our phones and tablets can deliver a million ways to kill time, but few are genuinely fun. Catherine Price, a science journalist and expert on the effects of screentime, says

The Fiduciary Advisor Report – Presented by Mark K. Lund, Financial Planner – July 25, 2022 Read More

This chart speaks for itself

With the current news cycle highlighting war, inflation, mounting debt, market volatility, and more, it may persuade you to do something drastic with your investment portfolio – or not so drastic, but a change nonetheless. The quick walk down memory lane below should provide some great perspective about what you should actually always do – sit

This chart speaks for itself Read More

The Introduction To Prosperous Investing — The First Appointment


Once you schedule your
Introduction To Prosperous Investing, we will send you a short first appointment questionnaire within 24 hours.  The first appointment questionnaire gives us a brief overview of your current situation, what your top concerns are, and will helps us better understand your investment experience.  To schedule your first appointment, simply call us at 801-545-0696 or click, Let’s Begin. 

 

Enjoy retirement as you’ve always envisioned

We’re here to help, no matter where you’re starting from!

© 2024 Stonecreek Wealth Advisors, Inc. A fiduciary, independent, fee-only, Registered Investment Advisor

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