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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Mar

19

Growth Report – Monday, March 19, 2018

PRICE GAINS EASE There was no half-percent spike in inflation in February. In contrast to January’s big jump, the headline Consumer Price Index rose 0.2% in the second month of 2018, with the core CPI following suit; the year-over-year CPI gain ticked slightly higher to 2.2%. The headline and core Producer Price Index also increased […]

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Mar

12

Why Having a Financial Advisor Matters

A good advisor provides important guidance and insight through the years. What kind of role can a financial advisor play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long lasting. A good financial advisor can help […]

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Mar

12

Growth Report – Monday, March 12, 2018

FEBRUARY SAW A HIRING SURGE Payroll growth was truly impressive last month. According to the latest Department of Labor report, employers added 313,000 net new jobs, including 61,000 in the construction industry; economists polled by Reuters projected a total February gain of 200,000. With the labor force participation rate reaching a 6-month high, the headline […]

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Mar

5

Think Total Return

Never touch your principal in retirement? More than a century ago, an American financial archetype emerged – the household that lived on the interest earned by its investments, never touching its principal. Times have changed. While the Vanderbilts, Carnegies, and Rockefellers could do that back in the Gilded Age, you will likely face a tough […]

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Mar

5

Growth Report – Monday, March 5, 2018

CB: PLENTY OF CONFIDENCE IN THE ECONOMY The Conference Board’s monthly consumer confidence index soared to 130.8 in February – the highest reading seen since November 2000. In January, the gauge was at 124.3. (In the middle of the Great Recession, the index hovered near 25.)1 SOLID READINGS ON SOME KEY INDICATORS Further fundamental economic […]

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Feb

26

Why a GIPS Audit Matters

A firm that is GIPS compliant must abide by high ethical standards. What are GIPS, and why should investors seek firms that comply with them? To put it simply, when an investment management company commits to undergoing a GIPS audit, it affirms its commitment to upholding ethical standards agreed upon by investment firms worldwide. GIPS […]

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Feb

26

Growth Report – Monday, February 26, 2018

FEWER HOMES ARE SELLING Demand is high, prices are high, and inventory is slim. In view of these factors, the 4.8% year-over-year fall for existing home sales just reported by the National Association of Realtors is not surprising. It represents the largest annual decline seen since August 2014. Other January NAR data showed homebuying down […]

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Feb

19

Try the Bucket Approach

Constructing a retirement plan this way may help you ride through a bear market in retirement. Stocks sometimes retreat. That reality can be overlooked in a long bull market. Bear markets do appear, and a deep downturn could force you to sell securities in retirement, so you can pay for necessary expenses. Right now, you […]

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Feb

19

Growth Report – Monday, February 19, 2018

INFLATION SUDDENLY INTENSIFIES The Consumer Price Index rose 0.5% in January, its greatest month-over-month advance since January 2017. Core inflation (minus food and energy prices) increased 0.3%, marking the largest monthly gain in almost 13 years.1 RETAIL SALES PACE SLOWS Contradicting perceptions that the economy might be overheating, retail purchases fell 0.3% in January. Minus […]

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Feb

12

Oh No, The Dow Dropped!

Last Monday’s plunge was hardly the disaster that some media outlets claimed. On February 5, the Dow Jones Industrial Average took an unprecedented fall. The benchmark dropped 1,175 points, and it was down 1,500 points at one moment during the trading day.1,2 Last Monday’s Dow loss was severe, but not as catastrophic as certain headlines […]

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