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Financial Advisor Utah

Are Americans Saving Too Much?
 – Presented by Mark K. Lund, Financial Advisor

American spending habits have taken a clear direction. Among the many changes arising from the pandemic, one of the most noticeable was a change in American spending habits. A survey released in March 2021 by Pew Research shows that Americans have increasingly chosen to put away what extra money they have rather than invest. It […]

Are Americans Saving Too Much?
 – Presented by Mark K. Lund, Financial Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, May 24, 2021 – Park City Utah

THE WEEK ON WALL STREET Stock prices fluctuated amid inflation concerns and bargain hunting, leaving stocks mixed for the week. The Dow Jones Industrial Average slipped 0.51%, while the Standard & Poor’s 500 dropped 0.43%. The tech-heavy Nasdaq Composite index advanced 0.31%. The MSCI EAFE index, which tracks developed overseas stock markets, gained 0.67%.1,2,3 LOTS

The Fiduciary Advisor Report – Monday, May 24, 2021 – Park City Utah Read More

Financial Advisor Utah

Investing During Periods of Inflation
 – Presented by Mark K. Lund, Financial Advisor

What does inflation mean for your investments? In August of 2020, the Fed announced that it is willing to allow inflation to run higher than normal in order to support the labor market and broader economy. This major policy shift allows inflation to run above the Fed’s 2% goal for some time before the Fed

Investing During Periods of Inflation
 – Presented by Mark K. Lund, Financial Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, May 17, 2021 – Park City Utah

THE WEEK ON WALL STREET A surge in consumer inflation unsettled investors, leading to a turbulent week of trading on Wall Street. The Dow Jones Industrial Average slipped 1.14%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq Composite index dropped 2.34% for the week. The MSCI EAFE index, which tracks developed overseas stock

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Financial Advisor Utah

Qualified Charitable Distributions
 – Presented by Mark K. Lund, Investment Advisor

A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Do you have an I.R.A.? As you enter your 70s, you may start to look at that I.R.A. not only as an asset, but also as a problem. By law, you must take required minimum distributions (R.M.D.s) from a Traditional I.R.A.

Qualified Charitable Distributions
 – Presented by Mark K. Lund, Investment Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, May 10, 2021 – Park City Utah

THE WEEK ON WALL STREET Stocks closed mixed last week as signs of continued economic recovery and upbeat earnings helped some sectors while the struggles persisted for high-growth companies. The Dow Jones Industrial Average gained 2.67%, while the Standard & Poor’s 500 rose 1.23%. But the Nasdaq Composite index, home for many high-growth companies, lost

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, May 3, 2021 – Park City Utah

THE WEEK ON WALL STREET Stocks meandered around a flatline in a busy week of corporate earnings, ending the trading week slightly lower.  The Dow Jones Industrial Average slid 0.50%, while the Standard & Poor’s 500 was flat (+0.02%). The Nasdaq Composite index surrendered 0.39%. The MSCI EAFE index, which tracks developed overseas stock markets,

The Fiduciary Advisor Report – Monday, May 3, 2021 – Park City Utah Read More

Financial Advisor Utah

Volatility Tests Your Mettle
 – Presented by Mark K. Lund, Investment Advisor

Some changes may be unsettling. Most people understand that stock prices don’t go straight up. But when market volatility increases, the price action can test the mettle of even the most seasoned investor. In recent weeks, stock prices have trended lower with a few eye-popping, one-day rallies as the financial markets appear to adjust to

Volatility Tests Your Mettle
 – Presented by Mark K. Lund, Investment Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, April 26, 2021 – South Jordan, Utah

THE WEEK ON WALL STREET The crosscurrents of strong corporate earnings, rising global cases of COVID-19, and the specter of higher capital gains taxes led to a choppy week of trading that left stock prices slightly lower for the week.  The Dow Jones Industrial Average lost 0.46%, while the Standard & Poor’s 500 slipped 0.13%.

The Fiduciary Advisor Report – Monday, April 26, 2021 – South Jordan, 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. 

 

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