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Financial Advisor Utah

Financial Advisor in Utah, Mark K. Lund, Presents The Effective Investor Newsletter, August 29, 2022

Avoiding Retirement Claustrophobia Retirement is supposed to be a time of increased freedom and happiness. After all, when you no longer need a job to provide your living, you can pursue the things you never had time for before. However, for many people, the thought of retiring brings anxiety. A recent survey by the job […]

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Financial Advisor Utah

Financial Advisor in Salt Lake City, Mark K. Lund, Presents The Effective Investor Newsletter, August 15, 2022

How long will high inflation last and what should you do about it? Most people understand that inflation is when prices go up. To be more precise, the International Monetary Fund defines it this way: “Inflation is the rate of increase in prices over a given period of time. Inflation is typically a broad measure,

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Financial Advisor Utah

Financial Advisor in Utah, Mark K. Lund, Presents The Effective Investor Newsletter, August 8, 2022

What happens when investors believe losing is unthinkable? Whether or not you’re a die-hard NFL fan, you can appreciate the story of Trevor Lawrence. He became the starting quarterback of his high school team as a sophomore, and then led them to 41 straight victories and three state championships.1 In his freshman year at Clemson

Financial Advisor in Utah, Mark K. Lund, Presents The Effective Investor Newsletter, August 8, 2022 Read More

Financial Advisor Utah

The Fiduciary Advisor Report – Presented by Mark K. Lund, Financial Planner – July 25, 2022

Secret to retirement happiness: Planning for fun The always-on Internet gives us instant access to virtually unlimited information and entertainment. But it has a downside. Our phones and tablets can deliver a million ways to kill time, but few are genuinely fun. Catherine Price, a science journalist and expert on the effects of screentime, says

The Fiduciary Advisor Report – Presented by Mark K. Lund, Financial Planner – July 25, 2022 Read More

This chart speaks for itself

With the current news cycle highlighting war, inflation, mounting debt, market volatility, and more, it may persuade you to do something drastic with your investment portfolio – or not so drastic, but a change nonetheless. The quick walk down memory lane below should provide some great perspective about what you should actually always do – sit

This chart speaks for itself Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, July 18, 2022 – Salt Lake County

THE WEEK ON WALL STREET A record-high inflation report, the prospects of a more aggressive Fed, and growing recession fears sent stocks lower– though a Friday rally pared losses. The Dow Jones Industrial Average slipped 0.16%, while the Standard & Poor’s 500 lost 0.93%. The Nasdaq Composite index dropped 1.57% for the week. The MSCI

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Financial Advisor Utah

What to do during a bear market – Presented by Mark K. Lund Financial Planner

It’s not news to anyone that the first half of this year has been rough on investors. After reaching record levels at the end of 2021, the market has experienced six months of volatility and decline.1 In fact, coming on the heels of such sustained gains has made this year’s retreats even harder to stomach.

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, July 11, 2022 – Park City Utah

THE WEEK ON WALL STREET In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields. The Dow Jones Industrial Average increased 0.77%, while the Standard & Poor’s 500 rose 1.94%. The Nasdaq Composite index picked up 4.56% for the week. The MSCI EAFE index, which tracks developed

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Financial Advisor Utah

A stock picker asks: Is it really worth all the work? – Presented by Mark K. Lund, Financial Advisor

When it comes to stocks, it’s easy to have a short memory. Everybody seems focused on what’s happening today and the near future. What are the pundits saying about this week? What are the forecasters predicting for the next quarter? Back in 2020, after the market shook off the shock of the pandemic, it came

A stock picker asks: Is it really worth all the work? – Presented by Mark K. Lund, Financial Advisor 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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