The True Cost of Actively Managed Investments – Presented by Mark K. Lund, Financial Advisor in Utah
There are two kinds of investors. Passive and active. This is somewhat of an oversimplification, but essentially there are those who believe in owning broadly diverse funds with low administrative costs and holding them for the long-term—versus those who believe in buying stocks that show signs they’re about to go up and selling stocks that
How Your Psychology Affects Your Investing – Presented by Mark K. Lund, Financial Advisor in Utah
On its surface, investing for retirement seems to be all about getting the numbers right. Your timeline, your tax strategy, your portfolio allocation, and your income goals are all things that can be analyzed and decided on using math. But there’s another component to your investing that can have a significant impact on your results.
Why We Tend to Trick Ourselves into Making Bad Trades – Presented by Mark K. Lund, Utah Financial Advisor
Hans Christian Andersen recorded a folktale about a poor farmer who takes his horse to market to sell or exchange for something that will be more practical for his farm. But on the way to his destination, the Old Man (as he’s known in the story) makes a series of ill-advised trades. In each case
Using Economic Data to Predict the Market? It’s a Waste of Time – Presented by Mark K. Lund, Financial Advisor in Utah
More than 40 years ago, if you had made a list of the most influential investors in America, Peter Lynch would have been near the top. From 1977 to 1990 he ran Fidelity’s Magellan Fund, and during this span compounded capital at a rate of more than 29%.1 He achieved this feat by managing to
Forecasts: Reasonable, Methodical, and Wrong – Presented by Mark K. Lund
Late in 2022 the strategy team at Goldman Sachs Research released their forecast for the U.S. stock market in 2023.1 Based on what had happened the year before and on where the economy appeared to be headed, it seemed to be perfectly reasonable. “Zero earnings growth will drive zero appreciation in the stock market,” wrote
Why You Shouldn’t Count on a Big Inheritance to Bail out Your Retirement Savings – Presented by Mark K. Lund, Financial Advisor in Utah
One of the staples of classic novels is the unexpected inheritance. If Charles Dickens or Jane Austen or Louisa May Alcott needed a happy ending, they would have their protagonist come into an unanticipated fortune.1 Not surprisingly, it’s a popular idea outside of fiction. And for several decades the media has been telling us that