When the Studebaker car company ceased production in 1966, it wasn’t just their business that failed. Auditors found that the company’s pension fund also had serious problems, leaving thousands of workers with reduced benefits or none at all.1 The Studebaker employees’ retirement was completely reliant on the success of a single company. Sadly, all their […]
A long time ago, when Woody Allen was known for writing funny books, he described a character named Weinstein who lay in bed feeling depressed about his age. “Next year I will be fifty-one. Then fifty-two.” Allen adds, “Using this reasoning, he could figure out his age as much as five years in the future.”1
What’s in Store for 2023? – Presented by Mark K. Lund, Financial Advisor in Utah Read More
According to Gallup, this Christmas individual Americans intend to spend an average of $932 on gifts.1 That’s up nearly $100 over last year. Are people planning to spend more because they have more money in their pockets? Not exactly. Over the past year Americans have been relying more and more on credit to make ends
To suggest that the so-called “experts” out there don’t have a clue what is going to happen in the future would be a gross understatement. As we close out 2022, there may be temptation to guess what happens next and make changes to your portfolio as a result. Resist the urge. Stick to your plan.
Returns in 2023 are going to be… Read More
One of the most misunderstood logical fallacies is known as “begging the question.” The term is almost always used incorrectly, even by educated people, who assume it means “which raises the question.” According to Cornell Law School, “Begging the question is a logical fallacy in which an argument’s premises assume the truth of the conclusion.”1
You’ve just been seated at a restaurant and while you’re waiting for your server, you see a little sticker on the tabletop that says, “Scan me for today’s lunch specials.” It would be great to save a few bucks. So you pull out your phone and point the camera at the little square. What could
Before the internet, booking travel accommodations could be risky. If you simply picked an out-of-town motel out of the yellow pages, you could be in for an unpleasant surprise—a cramped room, worn out furnishings, and a noisy street right out your window. This is why many people opted to stay only at accommodations that were
In late September of 1863, with the Civil War still raging, Abraham Lincoln proclaimed that the final Thursday in November would be a National Day of Thanks. He and his cabinet hoped that the day of solemn gratitude would help “heal the wounds of the nation.”1 But the decision to observe a national Thanksgiving holiday
In this webinar Mark will present what exactly evidence-based investing is and why,when it comes to your time, your money, your futureAND YOUR FAMILY. . . we choose EVIDENCE-BASED INVESTING. You may be asking: Doesn’t everyone invest with evidence? At first glance, nearly every investment recommendation may seem “evidence-based.” After all, what forecaster would actually
What Is Our Evidence-Based Investment Philosophy and Why Does it Matter? Read More
The most significant thing you can do to take control of your finances is keep a budget. No matter your income level or stage of life, it will help enable you to do the most with your money and give you greater peace of mind. An ongoing budget not only gives you a current picture
Once you schedule your Introduction To Prosperous Investing, we will send you a short first appointment questionnaire within 24 hours. The first appointment questionnaire gives us a brief overview of your current situation, what your top concerns are, and will helps us better understand your investment experience. To schedule your first appointment, simply call us at 801-545-0696 or click, Let’s Begin.
We’re here to help, no matter where you’re starting from!
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