THE WEEK ON WALL STREET With the Fed embarking on a new course of monetary tightening amid continued fighting in Ukraine, stocks staged a powerful, broad-based rally last week. The Dow Jones Industrial Average jumped 5.49%, while the Standard & Poor’s 500 gained 6.16%. The Nasdaq Composite index soared 8.18% for the week. The […]
The Fiduciary Advisor Report – Monday, March 21, 2022 – Sandy, Utah Read More
Why are they made again and again? Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. Yet whether they result
Retirement Preparation Mistakes – Presented by Mark K. Lund, Financial Advisor Read More
THE WEEK ON WALL STREET Intensifying hostilities in Ukraine continued to unsettle markets, as investors grappled with the war’s impact on the global economies. The Dow Jones Industrial Average lost 1.99%, while the Standard & Poor’s 500 dropped 2.88%. The Nasdaq Composite index fell 3.53% for the week. The MSCI EAFE index, which tracks
The Fiduciary Advisor Report – Monday, March 14, 2022 – Sandy, Utah Read More
2022 brings new life expectancy tables. For the first time in nearly 20 years, the IRS has released updated actuarial or life expectancy tables. Those who take required minimum withdrawals (RMD) from retirement accounts may already know we use these tables to calculate your RMD. Using these new tables is relatively simple, but here are
RMDs Get a Small Reprieve – Presented by Mark K. Lund, Financial Advisor Read More
THE WEEK ON WALL STREET Investors rode a rollercoaster of emotions as rising hostilities at the Russian-Ukrainian border sent stocks sharply lower before a powerful late-week rally erased early losses. The Dow Jones Industrial Average was flat (-0.06%), while the Standard & Poor’s 500 edged higher by 0.82%. The Nasdaq Composite index gained 1.08%
The Fiduciary Advisor Report – Monday, February 28, 2022 – Sandy, Utah Read More
It’s a new year, full of new possibilities for what may lie ahead. By any measure, 2021 was a strong year for investors. But what’s in store for 2022? From my perspective, I expect that many of the same forces that influenced markets last year will play a role again in the year ahead. COVID-19
Outlook for 2022 – Presented by Mark K. Lund, Investment Advisor Read More
THE WEEK ON WALL STREET A hot inflation print and the growing concern of a Russian invasion of Ukraine sent stocks tumbling late in the week, leaving major indices lower for the five-trading days. The Dow Jones Industrial Average skidded 1.00%, while the Standard & Poor’s 500 retreated 1.82%. The Nasdaq Composite index slumped
The Fiduciary Advisor Report – Monday, February 14, 2022 – Sandy, Utah Read More
Powell’s testimony to Congress may be telling. If you weren’t paying close attention, you might have missed it. Fed Chair Jerome Powell dropped the word “transitory” when describing inflation during his recent testimony to Congress.1 Powell had told the story of transitory inflation for the past several months while the Consumer Price Index showed eye-popping,
Fed Chair Changes His Tune – Presented by Mark K. Lund, Financial Planner Read More
THE WEEK ON WALL STREET Stocks managed to gain ground last week as investors turned their focus to corporate earnings. The Dow Jones Industrial Average rose 1.05%, while the Standard & Poor’s 500 gained 1.55%. The Nasdaq Composite index picked up 2.38% for the week. The MSCI EAFE index, which tracks developed overseas stock
The Fiduciary Advisor Report – Monday, February 7, 2022 – Sandy, Utah Read More
In recent months, consumer confidence has been falling. A confident consumer can be a powerful ally in an economy. But when the consumer starts to have questions, we can measure consumer confidence in everything from retail sales to home buying to the personal savings rate. In recent months, consumer confidence has been falling as inflation
The Power of the Consumer – Presented by Mark K. Lund, Investment Advisor Read More
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