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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Jan

11

Free Markets Work

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Jan

7

Economic Update for Monday, January 7, 2013

STEADY HIRING AT THE EDGE OF THE CLIFF Employers added 155,000 jobs in December. The encouraging news is that non-farm payrolls continued to expand while businesses fretted about the fiscal cliff. The discouraging news is that December’s job growth roughly approximated that seen in September, October and November – and at the current pace, it […]

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Jan

3

A FISCAL CLIFF DEAL EMERGES

A list of key details in the bipartisan agreement. Better late than never, a bill arrives. While it is late, small-scale, and certainly no “grand bargain”, the fiscal cliff fix that Congress has hastily assembled is welcome nevertheless. Assuming the measure passes and quickly becomes law, what changes would occur? Here are the major details […]

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Dec

31

THE SPECIAL NEEDS TRUST

A thoughtful financial move for a loved one with a disability. If you have a child with special needs or care for an adult relative who is mentally or physically challenged, you face long-run financial demands. In all probability, federal and state assistance won’t help you meet all of them. Enter the special needs trust, […]

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Dec

31

Economic Update for Monday, December 31, 2012

CRUNCH TIME IN WASHINGTON After a bipartisan meeting failed to produce a deal to avert the fiscal cliff, President Obama had a terse message for Congress Friday evening: if the Senate couldn’t come up with a new proposal during the weekend, he would urge its leaders to arrange a simple up-or-down vote on a small-scale […]

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Dec

24

WHY 2013 MAY BE A VERY GOOD YEAR

If the fiscal cliff is averted, stocks may have all kinds of reasons to rise. What if the future is more bullish than the bears assume? With 2013 approaching, stock market volatility seems to have increased. Equities rise on optimistic remarks about a fiscal cliff solution, then fall when another voice expresses pessimism, and vice […]

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Dec

17

401(k) PROFIT SHARING OPTIONS

Professional firms & businesses use them to reward employees. Could you help your employees save more for retirement? Adding a profit sharing feature to your company’s 401(k) plan could allow you to do just that. It could also help your firm compete against the “big fish” as you try to recruit the best. Most 401(k) […]

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Dec

17

Economic Update for Monday, December 17, 2012

INFLATION DECLINES With gasoline costs falling 7.4% in November and energy costs dipping 4.1% on the whole, it is hardly a surprise that the federal government’s Consumer Price Index fell 0.3% last month – its first decline since May. Core consumer prices rose 0.1%. The Producer Price Index also retreated 0.8% in November. In the […]

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Dec

10

SEP IRAs

Useful savings plans for the smallest businesses. Do you own a small business with a few employees? Are you self-employed? In either case, the SEP IRA may be the ideal low-cost, easily administered retirement savings plan for you. This is a simple pension plan using a traditional IRA. (SEP stands for Simplified Employee Pension.) It […]

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Dec

10

Economic Update for Monday, December 10, 2012

JOBLESS RATE DROPS, SURPRISING ANALYSTS Non-farm payrolls expanded by 146,000 positions in November. Economists polled by Reuters had expected only 93,000 new jobs because of the impact of Superstorm Sandy. Yet while the jobless rate dipped to 7.7% last month, it was largely because fewer people sought work; the labor force participation rate was 63.6%, […]

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