It’s not news to anyone that the first half of this year has been rough on investors. After reaching record levels at the end of 2021, the market has experienced six months of volatility and decline.1 In fact, coming on the heels of such sustained gains has made this year’s retreats even harder to stomach. […]
What to do during a bear market – Presented by Mark K. Lund Financial Planner Read More
THE WEEK ON WALL STREET In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields. The Dow Jones Industrial Average increased 0.77%, while the Standard & Poor’s 500 rose 1.94%. The Nasdaq Composite index picked up 4.56% for the week. The MSCI EAFE index, which tracks developed
The Fiduciary Advisor Report – Monday, July 11, 2022 – Park City Utah Read More
Welcome to the second half of 2022. What’s up next? As always, your guess is as good as ours. If anything, the past quarter has demonstrated how even familiar shores can shape-shift on us with each tide. Following are a few of the ways in which the financial landscape has been disorienting us lately. The
Quarterly Client Letter – 2022 Q2 Read More
When it comes to stocks, it’s easy to have a short memory. Everybody seems focused on what’s happening today and the near future. What are the pundits saying about this week? What are the forecasters predicting for the next quarter? Back in 2020, after the market shook off the shock of the pandemic, it came
THE WEEK ON WALL STREET Prospects of cooling inflation powered a rally in stock prices last week despite growing recession concerns. The Dow Jones Industrial Average gained 5.39%, while the Standard & Poor’s 500 climbed 6.45%. The Nasdaq Composite index rose 7.49% for the week. The MSCI EAFE index, which tracks developed overseas stock markets,
The Fiduciary Advisor Report – Monday, June 27, 2022 – Park City Utah Read More
With the recent market decline, investors may be wondering if going to cash is the right answer. This article outlines why going to cash is not what investors should be doing. Investing is hard. Staying the course is harder. Rebalancing is the hardest. The reason these things become gradually harder is that when it comes
Should you go to cash until the market recovers or should you ride it out? Read More
It’s true, recessions happen. Generally speaking, they consist of two consecutive quarters of negative GDP or a significant decline in economic activity that is spread across the economy and lasts more than a few months1. Since WWII, the average recession has lasted 11.1 months, according to NBER (National Bureau of Economic Research). Are we in
Try living as a “retiree” for a month or two before you commit to leaving your career. Imagine if you could preview your retirement in advance. In a sense, you can. Financially and mentally, you can “rehearse” for the third act of your life, while still enjoying the second. Pretend you are retired for a
Rehearsing for Retirement – Presented by Mark K. Lund, Financial Advisor Read More
THE WEEK ON WALL STREET Stocks moved lower last week as recession fears deepened following a Fed hike in interest rates and weak economic data. The Dow Jones Industrial Average fell 4.79%, while the Standard & Poor’s 500 dropped 5.79%. The Nasdaq Composite index slid 4.78% for the week. The MSCI EAFE index, which tracks
The Fiduciary Advisor Report – Monday, June 20, 2022 – Park City Utah Read More
Agreeing about what you want from retirement is crucial. What does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least roughly similar? The Social Security Administration currently projects an average retirement of 18 years for a man and 21 years
Couples Retiring on the Same Page – Presented by Mark K. Lund, Investment Advisor Read More
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