Author Archive: Mark K. Lund, Advisor, CEO, & author of The Effective Investor, a #1 Best Seller

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.  Mark publishes two newsletters called, “The Mark Lund Growth Report” and “Mark Lund on Money.”  Mark provides CPE (continuing professional education) courses for CPA’s.  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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Oct

10

Growth Report – Monday, October 10, 2017

HURRICANES HURT SEPTEMBER JOB NUMBERS For the first time in seven years, the economy went a month without payroll growth. The Department of Labor’s September employment report revealed the impact of Hurricanes Harvey and Irma: it showed 33,000 fewer people working. Average hourly wages rose 0.5% to take the annualized gain to 2.9%, but this […]

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Oct

2

An Estate Plan or a Wealth Transfer Strategy?

Basic estate planning documents may not communicate your intentions. There are three degrees of estate planning: advanced, basic, and none at all. Basic is better than none, but elementary estate planning can still leave something to be desired. While appropriate documents may be in place, they may not be able to fully convey what you […]

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Oct

2

Growth Report – Monday, October 2, 2017

PERSONAL SPENDING BARELY IMPROVES Consumer spending increased by only a seasonally adjusted 0.1% in August, while consumer incomes rose 0.2%. Those gains precisely matched the projections of economists surveyed by the Wall Street Journal. Factoring in inflation, household spending actually retreated 0.1% during August. Hurricane Harvey may be partly to blame for these numbers.1 ROUNDING […]

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Sep

25

Why You Should Stay Invested Through Tense Times

Crises pass, and markets eventually regain equilibrium. We have seen some uneasy times lately. Uneasiness impacts the financial markets. When it does, we all need to keep some long-term perspective in mind. Those who race to the sidelines and exit equities may regret the choice when crises pass. Wall Street loves calm. Traders literally want […]

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Sep

25

Growth Report – Monday, September 25, 2017

FEDERAL RESERVE: UNWINDING WILL BE GRADUAL Last Wednesday, the country’s central bank detailed how it would shrink its mammoth balance sheet. During the fourth quarter, the Fed will unload $10 billion of maturing bonds per month; in each subsequent quarter, the monthly runoff will increase by $10 billion until reaching a limit of $50 billion. […]

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Sep

18

Are You Really Saving Enough for Retirement?

Why an early start (and accepting some risk) matters. Are you on track to save $1 million or more for retirement? If you are 50 or younger, you may need that much in savings to generate the kind of retirement income you prefer. Personal finance website NerdWallet recently did some math concerning this very objective. […]

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Sep

18

Growth Report – Monday, September 18, 2017

INFLATION SPIKED IN AUGUST Economists had long assumed consumer prices would rise abruptly at some point, and they certainly did last month. The Consumer Price Index increased 0.4% in August, its biggest one-month advance since its 0.6% gain in January. Higher gas prices were a major influence: they rose 6.3% for August. Core inflation was […]

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Sep

11

Are You Insured?

Too many Americans have no life insurance. Their loved ones may pay dearly for that choice. September is National Life Insurance Awareness Month – a good time to think about the value and importance of insuring yourself. According to a recent Bankrate survey, 42% of Americans have no life insurance at all. They may not […]

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Sep

11

Growth Report – Monday, September 11, 2017

EQUIFAX BREACH MAY IMPACT 44% of AMERICANS Thursday evening, credit reporting agency Equifax disclosed that hackers had raided its databases this spring, accessing the personal information of up to 143 million people. Equifax believes that about 209,000 credit card numbers may have been collected in the process, plus numerous Social Security and driver’s license numbers. […]

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Sep

5

Financial Priorities Young Families Should Address

Wise money moves for parents under 40. As you start a family, you start to think about certain financial matters. Before you became a mom or dad, you may not have thought about them much, but so much changes when you have kids. Parenting presents you with definite, sudden, financial needs to address. By focusing […]

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