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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, February 1, 2021 – Sandy Utah

THE WEEK ON WALL STREET Despite strong corporate earnings, stock prices closed lower after a volatile week of trading triggered by unprecedented activity in a handful of companies. The Dow Jones Industrial Average lost 3.27%, while the Standard & Poor’s 500 fell 3.31%. The Nasdaq Composite index dropped 3.49% for the week. The MSCI EAFE […]

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Financial Advisor Utah

Building a Healthy Financial Foundation
 – Presented by Mark K. Lund, Investment Advisor

How many pieces do you have in place? When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean? When your financial “house is in order,” it means it is built on a solid foundation. It means that you have six fundamental “pillars”

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, January 25, 2021 – Salt Lake County

THE WEEK ON WALL STREET Anticipation of a new fiscal stimulus and improved vaccine distribution powered stocks to fresh record highs last week with technology stocks leading the way. The Dow Jones Industrial Average gained 0.59%, while the Standard & Poor’s 500 picked up 1.94%. The Nasdaq Composite index led, gaining 4.19% for the week.

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Financial Advisor Utah

Retirement Blindspots – Presented by Mark K. Lund, Financial Planner

Some life and financial factors that can sometimes be overlooked. We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as you think about your “second act,” you may want to consider some life and financial factors that can suddenly

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, January 18, 2021 – Draper Utah

THE WEEK ON WALL STREET Markets drifted lower last week as uninspired investors digested mixed news on the economic front.  The Dow Jones Industrial Average lost 0.91% while the Standard & Poor’s 500 slid 1.48%. The Nasdaq Composite index stumbled 1.54% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, slipped

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Financial Advisor Utah

Do Our Biases Affect Our Financial Choices? – Presented by Mark K. Lund, Financial Advisor

Even the most seasoned investors are prone to their influence. Investors are routinely warned about allowing their emotions to influence their decisions. However, they are less routinely cautioned about their preconceptions and biases that may color their financial choices. In a battle between the facts & biases, our biases may win. If we acknowledge this

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, January 11, 2021 – Draper Utah

THE WEEK ON WALL STREET Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.  The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor’s 500 increased by 1.83%. The Nasdaq Composite index, which led throughout 2020, picked up

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Financial Advisor Utah

Does Main Street Need a Wall Street Strategy?
 – Presented by Mark K. Lund, Financial Advisor

How will the self-employed strategize for retirement? As Wall Street pushes higher, a pandemic-weary Main Street is relearning how to manage cash flow with the hope of keeping its retirement dreams alive. Self-employed Americans, and the people working for them, account for roughly 30 percent of the nation’s workforce.1 In the best of times, putting

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 – Presented by Mark K. Lund, Financial Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, January, 2021 – Draper Utah

THE WEEK ON WALL STREET Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors.  The Dow Jones Industrial Average gained 1.35%, while the Standard & Poor’s 500 increased by 1.43%. The Nasdaq Composite index, which led all year, added 0.65%. The MSCI EAFE index,

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Financial Advisor Utah

Coronavirus Vaccines and the Economy
 – Presented by Mark K. Lund, Investment Advisor

Hopeful markets react. As the United States sees a rise in reported cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1 A positive reaction to these vaccines affects every aspect of human life, including the financial world. On

Coronavirus Vaccines and the Economy
 – Presented by Mark K. Lund, Investment 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!

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