There are compelling reasons to adopt a wait-and-see approach. Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.” The recent reading on consumer prices put inflation back into the conversation. The Consumer Price Index (CPI) rose 0.8% in April […]
Inflation Can Be a Scary Word – Presented by Mark K. Lund, Financial Advisor Read More
THE WEEK ON WALL STREET Looking past inflation figures and Delta variant trends, stocks last week found a way to climb higher and set fresh record highs in the process. The Dow Jones Industrial Average rose 0.87%, while the Standard & Poor’s 500 advanced 0.71%. The Nasdaq Composite index was flat (-0.09%) for the week.
The Fiduciary Advisor Report – Monday, August 16, 2021 – Sandy, Utah Read More
Several women-dominated industries were hit hardest by the pandemic. Since the 1980s, unemployment rates have trended higher amongst men than women during a recession. In previous periods of economic downturn, this made sense. Male-dominated industries, like construction and finance, were typically some of the most impacted by a recession.1 But with the onset of COVID-19,
How COVID-19 Caused a “She-Cession” – Presented by Mark K. Lund, Investment Advisor Read More
THE WEEK ON WALL STREET Overcoming jitters about the Delta variant and the reintroduction of mask requirements, stocks climbed higher on strong employment data and a fresh batch of strong corporate earnings. The Dow Jones Industrial Average rose 0.78% while the Standard & Poor’s 500 advanced 0.94%. The Nasdaq Composite index gained 1.11% for the
The Fiduciary Advisor Report – Monday, August 9, 2021 – Sandy, Utah Read More
Even ballplayers prepare for the future. The San Diego Padres signed infielder Fernando Tatis, Jr., to a 14-year, $340 million contract roughly one year after the Los Angeles Dodgers inked outfielder Mookie Betts to a 12-year, $365 million deal. That brings the total to 8 baseball players who have signed long-term, $300+ million contracts.1 From
Baseball’s $300 Million Players – Presented by Mark K. Lund, Financial Planner Read More
THE WEEK ON WALL STREET The stock market posted small losses last week despite a very strong showing by corporate America. The Dow Jones Industrial Average slipped 0.36%, while the Standard & Poor’s 500 lost 0.37%. The Nasdaq Composite index dropped 1.11% for the week. The MSCI EAFE index, which tracks developed overseas stock markets,
The Fiduciary Advisor Report – Monday, August 2, 2021 – Sandy, Utah Read More
The Oracle of Omaha and the Fed Chair seem to be at odds. What does it mean when two of the most powerful voices in American financial life seem to be saying two different things? In one corner, we have the “Oracle of Omaha,” investor Warren Buffett. As one of the nation’s richest people and
Buffett and Powell Talk Inflation – Presented by Mark K. Lund, Investment Advisor Read More
THE WEEK ON WALL STREET Overcoming a COVID-related economic growth scare, stocks moved higher amid a week of strong corporate earnings reports. The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 gained 1.96%. The Nasdaq Composite index soared 2.84% for the week. The MSCI EAFE index, which tracks developed overseas stock
The Fiduciary Advisor Report – Monday, July 26, 2021 – Salt Lake County, Utah Read More
A deep dive into workers’ expectations in retirement versus actual income sources. Will your retirement dreams match your reality? That’s perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else? For more than 30 years, the Employee Benefit Research Institute (EBRI) has
2021 Retirement Confidence Survey – Presented by Mark K. Lund, Financial Planner Read More
THE WEEK ON WALL STREET Despite a good start to earnings season and some solid economic data, worries of slower second-half economic growth led to a pullback in stock prices last week. The Dow Jones Industrial Average fell 0.52%, while the Standard & Poor’s 500 lost 0.97%. The Nasdaq Composite index sank 1.87% for the
The Fiduciary Advisor Report – Monday, July 19, 2021 – Draper Utah Read More
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