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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Jun

4

Growth Report – Monday, June 4, 2018

HIRING, HOUSEHOLD SPENDING STRENGTHEN Net job growth surprised to the upside in May: companies added 223,000 more workers than they laid off or fired. At 3.8%, the unemployment rate is now where the Federal Reserve thought it would be at the end of 2018, and it is also at its lowest level since April 2000. […]

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May

21

Retirement Planning Weak Spots

They are all too common. Many households think they are planning carefully for retirement. In many cases, they are not. Weak spots in their retirement planning and saving may go unnoticed. Couples should recognize that they may face major medical expenses. Each year, Fidelity Investments estimates how much a pair of newly retired 65-year-olds will […]

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May

21

Growth Report – Monday, May 21, 2018

RETAIL SALES RISE ANOTHER 0.3% April’s advance remained at that level. even with car and truck sales removed. It paled compared to the 0.8% March gain reported by the Department of Commerce, but it matched the consensus forecast of economists surveyed by MarketWatch.1 APRIL SAW LESS GROUNDBREAKING An 11.3% drop for apartment construction set the […]

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May

14

Set Goals as You Save & Invest

Turn your intent into a commitment. Goals give you focus. To find and establish your investing and saving goals, first ask yourself what you want to accomplish. Do you want to build an emergency fund? Build college savings for your child? Have a large retirement fund by age 60? Once you have a defined motivation, […]

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May

14

Growth Report – Monday, May 14, 2018

OIL HITS A 4-YEAR PEAK The price of WTI crude settled at $71.36 on Thursday, hours after Bank of America Merrill Lynch analysts forecast $90 oil by spring 2019 and a “risk of $100 a barrel” Brent crude next year. Thursday’s close was oil’s highest settlement since November 2014. Futures rallied 1.4% on the week […]

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May

7

Using a Roth IRA as a College Savings Tool

A tax-advantaged option too many families overlook. At first glance, a Roth IRA might seem an unusual college savings vehicle. Upon further examination, it may look like a particularly smart choice. A Roth IRA allows you to save for college without the constraints of a college fund. This is an important distinction, because you cannot […]

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May

7

Growth Report – Monday, May 7, 2018

JOBLESS RATE HITS 18-YEAR LOW Unemployment fell to 3.9% in April, the Department of Labor said Friday – the smallest percentage seen since late 2000. Additionally, the U-6 underemployment rate declined to 7.8%, a 17-year low. Payrolls expanded with 164,000 net new jobs last month; the economy has created an average of 200,000 jobs a […]

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Apr

30

Financing a College Education

A primer for parents and grandparents. A university education can often require financing and assuming debt. If your student fills out the Free Application for Federal Student Aid (FAFSA) and does not qualify for a Pell Grant or other kinds of help, and has no scholarship offers, what do you do? You probably search for […]

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Apr

30

Growth Report – Monday, April 30, 2018

MAIN STREET SUSTAINS ITS OPTIMISM America’s two most respected consumer confidence indices just improved. The University of Michigan’s final April household sentiment gauge rose a full point from its initial reading to 98.8 last week, and the Conference Board’s index came in at a great 128.7 for April – 1.7 points higher than its March […]

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Apr

23

TSP Withdrawal Options Are Changing

New rules could soon mean more flexibility. By 2020, federal employees with Thrift Savings Plan (TSP) accounts should have new withdrawal choices for their invested assets. New rules are scheduled to be implemented through the TSP Modernization Act, permitting TSP participants more flexibility.1 The TSP withdrawal rules have been strict for many years. Too strict, […]

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