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

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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Feb

12

Growth Report – Monday, February 12, 2018

WALL STREET SEES ITS FIRST CORRECTION SINCE 2016 On Friday, the S&P 500 settled at 2,619.55, down 5.16% for the week. Thursday, it entered correction territory just nine days after its January 26 record close. The Dow Jones Industrial Average made even bigger headlines last week by taking two 1,000-point drops within four days, the […]

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Feb

5

Growth Report – Monday, February 5, 2018

WAGE GROWTH PICKS UP AT LAST In January, average hourly pay was 2.9% higher than it was a year earlier. That was the key takeaway from the Department of Labor’s latest jobs report, which noted the addition of 200,000 net new workers last month. In January, the headline unemployment rate stayed at 4.1%; the broader […]

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Jan

30

The Importance of the Uniform Prudent Investor Act

What is it, and why does it matter to trustors, trustees, and beneficiaries? In the 1990s, the Uniform Prudent Investor Act (UPIA) established primary legal and financial responsibilities for trustees, based on principles of judiciousness, trustworthiness, and objectivity. Any trustee should be prepared to be held to its standards.1 The roots of the UPIA go […]

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Jan

29

How the Tax Reforms Will Take Effect

Some of the impact of the Tax Cuts & Jobs Act will be felt later than January 1. President Donald Trump signed the Tax Cuts & Jobs Act into law on December 22, and on January 1, some key details of the Internal Revenue Code will abruptly change.1 There will be night-and-day change, both figuratively […]

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