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Mark Lund

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. You may also have seen him on KUTV Channel 2, or as a guest speaker at a local association or business. 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 a successful investor. GET A FREE COPY WHEN YOU SCHEDULE YOUR INITIAL CONSULTATION.

What Is Our Evidence-Based Investment Philosophy and Why Does it Matter?

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 […]

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Financial Advisor Utah

The Keys to Sticking with a Budget are Keeping it Simple and Making it Purposeful – Presented by Mark K. Lund, Financial Advisor in Utah

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

The Keys to Sticking with a Budget are Keeping it Simple and Making it Purposeful – Presented by Mark K. Lund, Financial Advisor in Utah Read More

Financial Advisor Utah

Dreaming of an early retirement? Possible, but requires good planning – Presented by Mark K. Lund, Financial Advisor in Utah

A lot of Americans would like to quit their jobs for good. For anecdotal proof, just look at the booming sales in lottery tickets. But many people aren’t waiting to strike it rich to leave the workforce before the traditional retirement age. According to Barron’s, baby boomers (the 70-million-strong cohort born between 1946 and 1964),

Dreaming of an early retirement? Possible, but requires good planning – Presented by Mark K. Lund, Financial Advisor in Utah Read More

Financial Advisor Utah

Summer Report Card: Active Fund Managers Demonstrate Bad Timing – Presented by Mark K. Lund, Financial Advisor in Utah

You’re driving down the interstate. Traffic is heavy and you’re running late. You get in the left lane, which is supposed to move faster. But for some reason it comes to a stop. So you dodge over to the right lane, which also stops. Now the left lane is moving again. So you signal to

Summer Report Card: Active Fund Managers Demonstrate Bad Timing – Presented by Mark K. Lund, Financial Advisor in Utah Read More

Financial Advisor Utah

The Economic Benefits of Halloween- Presented by Mark K. Lund, Financial Advisor in Utah

With door-to-door Christmas caroling having gone the way of the horse and buggy, Halloween is our last national holiday where we get to meet a lot of our neighbors. Of course, the next day you might not recognize the children when they’re not dressed like little princesses, monsters, or superheroes. But their parents should look

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Financial Advisor Utah

The Time a Team of Professional Stock-Pickers Was Beaten by a Cat – – Presented by Mark K. Lund, Financial Advisor in Utah

Back in 2012 the U.K. based Observer newspaper decided to test the performance of their panel of professional stock-pickers. In a three-way contest they pitted the trio of investment professionals against a team of finance students and a house cat named Orlando.1 According to the story, at the start of the year each team was

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Financial Advisor Utah

Good days follow bad days: How to keep from missing the Market’s biggest returns – Presented by Mark K. Lund, Financial Advisor in Utah

If the stock market were a person, you would not want to be around them very much. Imagine a friend who reacts unpredictably to every major piece of economic news, often several times a day. One minute they’re on top of the world. The next minute they’re sitting in a dark corner with their head

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Fiduciary Financial Advisor in Utah

Quarterly Client Letter – 2022 Q3

Well, it’s official. Third quarter has ended in bear market territory across multiple markets. To place that news in meaningful context, we pose two questions: 1. In better times, had you boldly “pre-decided” what you would and would not do during the next bear market? “Great investment experiences treat most portfolio decisions as non-decisions. They’ve

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Financial Advisor Utah

Rewarding Recklessness: Teaching Young Investors to Take Serious Risks, Presented by Mark K. Lund, Financial Advisor in Utah

Drivers’ education has to be, hands down, the most boring class in high school. In home economics (if they still have it) you get to experiment with fun desserts. Wood shop lets you use dangerous tools. Even keyboarding class (formerly known as Typing) uses games to teach speed and accuracy. But not drivers’ ed. It’s

Rewarding Recklessness: Teaching Young Investors to Take Serious Risks, Presented by Mark K. Lund, Financial Advisor in Utah Read More

The Introduction To Prosperous Investing — The First Appointment


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. 

 

Enjoy retirement as you’ve always envisioned

We’re here to help, no matter where you’re starting from!

© 2024 Stonecreek Wealth Advisors, Inc. A fiduciary, independent, fee-only, Registered Investment Advisor

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