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 […]
Got to be in it to win it – Presented by Mark K. Lund, Utah Financial Advisor Read More
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
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
If somebody called you from an unknown number, claiming to be from your bank, and asked you to “confirm” your sensitive account information, you would probably recognize right away that this was a scam and hang up. But what if the voice on the other end of the line was a loved one? You recognize
You’ve probably heard of the 4% rule. It holds that during retirement you should be able to withdraw up to 4% of your invested savings each year and not have to worry about running out of money.1 However, like the 60/40 rule and the 10, 5, 3 rule, the 4% rule is less of a
The American flag is so distinctive and such an embodiment of our ideals as a nation, that it’s hard to believe it didn’t just appear one day in its present form. But as the old adage goes, “Everything comes from somewhere.” And this holds true for our beloved Stars and Stripes. Not only is our
Where Did Our Flag Come From? – Presented by Mark K. Lund, Utah Financial Advisor Read More
John Adams made a bold prediction about American Independence Day celebrations. In early July of 1776, shortly after delegates from the Colonies voted to part ways with Britain, Adams wrote to his wife Abigail. “I am apt to believe that it will be celebrated, by succeeding Generations, as the great anniversary Festival,” he wrote. “It
Dale Carnegie, one of the 20th century’s most recognized authorities on reaching your full potential, argued for the importance of enjoyment in life. “People rarely succeed,” he wrote, “unless they have fun in what they are doing.”1 Even when you’re working toward a goal that requires discipline, such as saving for retirement, you must plan
In 1945 John Huston, who had just directed The Maltese Falcon, produced a documentary about the Allies’ fight to break through the German army’s “Winter Line” in southern Italy. The film was called The Battle of San Pietro. It documented the retaking of a single, heavily defended town, and covered the events of just nine
Legendary infomercial pitchman Ron Popeil wasn’t just the inventor of the Chop-O-Matic, the Pocket Fisherman, and Mr. Microphone. He was also the creator of one of the greatest slogans in marketing: “Set it and forget it.” He used this tagline to sell his Showtime Rotisserie & BBQ, which moved more than 8 million units in
The Downside to Target Date Funds – Presented by Mark K. Lund, Financial Advisor in Utah Read More
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