THE WEEK ON WALL STREET The stock market posted small losses last week despite a very strong showing by corporate America. The Dow Jones Industrial Average slipped 0.36%, while the Standard & Poor’s 500 lost 0.37%. The Nasdaq Composite index dropped 1.11% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, […]
The Fiduciary Advisor Report – Monday, August 2, 2021 – Sandy, Utah Read More
The Oracle of Omaha and the Fed Chair seem to be at odds. What does it mean when two of the most powerful voices in American financial life seem to be saying two different things? In one corner, we have the “Oracle of Omaha,” investor Warren Buffett. As one of the nation’s richest people and
Buffett and Powell Talk Inflation – Presented by Mark K. Lund, Investment Advisor Read More
THE WEEK ON WALL STREET Overcoming a COVID-related economic growth scare, stocks moved higher amid a week of strong corporate earnings reports. The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 gained 1.96%. The Nasdaq Composite index soared 2.84% for the week. The MSCI EAFE index, which tracks developed overseas stock
The Fiduciary Advisor Report – Monday, July 26, 2021 – Salt Lake County, Utah Read More
A deep dive into workers’ expectations in retirement versus actual income sources. Will your retirement dreams match your reality? That’s perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else? For more than 30 years, the Employee Benefit Research Institute (EBRI) has
2021 Retirement Confidence Survey – Presented by Mark K. Lund, Financial Planner Read More
THE WEEK ON WALL STREET Despite a good start to earnings season and some solid economic data, worries of slower second-half economic growth led to a pullback in stock prices last week. The Dow Jones Industrial Average fell 0.52%, while the Standard & Poor’s 500 lost 0.97%. The Nasdaq Composite index sank 1.87% for the
The Fiduciary Advisor Report – Monday, July 19, 2021 – Draper Utah Read More
What to expect and why. Now and again, the price action on Wall Street can surprise even the most seasoned investors. Look no further than when President Biden in late April proposed an increase in the tax on capital gains to 39.6% from 20% for those Americans who earn more than $1 million.1 Stocks dropped
Debate Starts on Capital Gains Tax – Presented by Mark K. Lund, Financial Advisor Read More
THE WEEK ON WALL STREET Stocks managed small gains as investors wrestled with concerns over economic growth prospects and a rise in COVID-19 infections. The Dow Jones Industrial Average picked up 0.24%, while the Standard & Poor’s 500 gained 0.40%. The Nasdaq Composite index added 0.43%. The MSCI EAFE index, which tracks developed overseas stock
The Fiduciary Advisor Report – Monday, July 12, 2021 – Draper Utah Read More
Some examples to consider. Investors looking for “green shoots” to confirm that the economy is on the mend have seen plenty of examples in recent weeks. Retail sales rose 9.8% in March, the largest monthly gain since May 2020. It’s important to remember that purchases at stores, restaurants, and online are among the biggest drivers
“Green Shoots” in the Economy – Presented by Mark K. Lund, Financial Advisor Read More
THE WEEK ON WALL STREET Strong employment reports and rising consumer confidence sent the stock market broadly higher last week. The Dow Jones Industrial Average rose 1.02%, while the Standard & Poor’s 500 picked up 1.67%. The Nasdaq Composite index gained 1.94%. The MSCI EAFE index, which tracks developed overseas stock markets, lost 1.42%.1,2,3 STOCKS
The Fiduciary Advisor Report – Monday, July 5, 2021 – Draper Utah Read More
Many hopeful homebuyers are having issues securing a home. Recently, you may have seen reports that a record-low number of homes are available for sale—roughly 1.03 million nationwide. If you compare that to the average number of homes for sale during the past 10 years, it’s no surprise that many hopeful homebuyers are having issues
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