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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.

Why Avoiding Stupidity is More Important than Being Smart – Presented by Mark K. Lund, Financial Advisor in Utah

There are times in life when you should try to win. And times when it’s smartest to simply avoid losing. Take tennis, for example. Simon Ramo, a scientist and statistician, demonstrated that professional tennis players and weekend tennis players play a fundamentally different game. “In expert tennis,” he writes, “about 80 percent of the points […]

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When Early Retirement Doesn’t Meet Your Expectations – Presented by Mark K. Lund, Financial Advisor in Utah

At age 54, Jeanne Thompson was the perfect candidate for early retirement. She had the motivation: a demanding job that had left her feeling burned out. She had the financial wherewithal: a buyout offer from her employer. And she had the knowledge: as part of her job, she had helped people plan for retirement. Thompson

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The Right Way to Think About Regret – Presented by Mark K. Lund, Financial Advisor in Utah

“Regrets, I’ve had a few But then again too few to mention”1 This memorable lyric from the song “My Way,” famously crooned by Frank Sinatra, describes what many consider to be the ideal way to look back on your life. It essentially says that the successful individual rarely makes mistakes. And when they do, they

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Why Taking Imperfect Action Can Be the Key to Success – Presented by Mark K. Lund, Utah Financial Advisor

You’ve probably heard the old sports adage “You miss 100% of the shots you don’t take.” It speaks to our tendency, when considering some important action, to wait until conditions are ideal and our chances of success are nearly guaranteed. We fear that if we try and fail, it will end our chances for success.

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Laboring One Less Day: Will the Three-Day Weekend Become Standard? – Presented by Mark K. Lund, Utah Financial Advisor

This Labor Day, as we enjoy our extra day of leisure (or intense yard work for some), we should remember that the standard two-day weekend we take for granted is not even a hundred years old. In 1926, the Ford Motor Company began a revolutionary new work schedule, where employees were given both Saturday and

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Why We Like to Think of Ourselves as Upper Middle Class – Presented by Mark K. Lund, Utah Financial Advisor

There’s no question that being perceived as poor is something to be avoided in our society. People are willing to spend more than they can afford on designer clothes, the latest phone, and a nice car to create the appearance of doing well. Not only does a below-average income put financial stress on an individual,

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Got to be in it to win it – Presented by Mark K. Lund, Utah Financial Advisor

Below is Morningstar’s daily Market Barometer from just after close on June 3rd. It was a wild ride straight UP!!! Markets have been weird this year. The news and media – even weirder. If you listen to the news, not much would indicate that we were about to see an awesome positive spike. The lesson here

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How Much You Think You Need for Retirement vs. How Much You Really Need – Presented by Mark K. Lund, Utah Financial Advisor

When it comes to packing for a trip, there is a whole spectrum of people. At one end are the minimalists who somehow fit everything they need for a two-week vacation into a small carry-on or backpack. At the other extreme are the overpackers. These are people who need two or even three full-size suitcases

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QUARTERLY CLIENT LETTER – 2023 Q2 – PROVIDED BY MARK K. LUND, UTAH FINANCIAL ADVISOR

Recessions Are Hard To Call, But We Know What Comes After In the movie Being There, Peter Sellers plays a simple-minded gardener called Chauncey who is accidentally swept up into a circle of high influence in Washington, D.C. Everyone he meets mistakes his blank expression for an intent interest in what they have to say.

QUARTERLY CLIENT LETTER – 2023 Q2 – PROVIDED BY MARK K. LUND, UTAH FINANCIAL ADVISOR 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!

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