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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, November 23, 2020 – Park City Utah

THE WEEK ON WALL STREET Despite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase in new infections and economic lockdowns. The Dow Jones Industrial Average fell 0.73%, while the Standard & Poor’s 500 declined 0.77%. The Nasdaq Composite index rose 0.22% for the week. The MSCI EAFE index, […]

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Financial Advisor Utah

What Do I Do With All of This Money?
 – Presented by Mark K. Lund, Financial Advisor

Just because it’s a nice problem, doesn’t mean it’s not still a problem. Here’s a scenario for you: You pick up what appears to be a lottery ticket. You check the numbers for a laugh and discover a winning combination, offering you millions of dollars in prize money. What are the chances of that? The

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

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, November 16, 2020 – Park City Utah

THE WEEK ON WALL STREET News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh lockdowns.  The Dow Jones Industrial Average surged 4.08%, while the Standard & Poor’s 500 rose 2.16%. The

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Financial Advisor Utah

Long-Term Rates Are Creeping Higher – Presented by Mark K. Lund, Investment Advisor

What’s fueling the rally? With all the election chatter and stock market volatility, it may have been easy to miss the ongoing uptrend in long-term interest rates. The yield on the 10-year Treasury bond is sitting just below 1%. Just a few short months ago, the 10-year was yielding roughly 0.5%.1 What’s fueling the rally?

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, November 9, 2020 – Park City Utah

THE WEEK ON WALL STREET Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies.  The Dow Jones Industrial Average jumped 6.87%, while the Standard & Poor’s 500 tacked on 7.32%. The Nasdaq Composite index surged 9.01% for

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Financial Advisor Utah

2021 Limits for IRAs, 401(k)s and More
 – Presented by Mark K. Lund, Financial Planner

Numbers to know for the new year. On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note. 401(k)s. The salary deferral amount for 401(k)s remains the same at $19,500, while the catch-up amount of $6,500

2021 Limits for IRAs, 401(k)s and More
 – Presented by Mark K. Lund, Financial Planner Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, November 2, 2020 – Park City Utah

THE WEEK ON WALL STREET Stock prices dropped last week as hopes for a fiscal stimulus bill faded and investors focused on rising COVID-19 infections, here and abroad. The Dow Jones Industrial Average slid 6.47%, while the Standard & Poor’s 500 tumbled 5.64%. The Nasdaq Composite index lost 5.51% for the week. The MSCI EAFE

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Financial Advisor Utah

October Is Financial Planning Month
 – Presented by Mark K. Lund, Investment Advisor

Six areas of personal finance to review. When training to become an investment advisor, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it’s an excellent opportunity to review those six personal finance areas.1 Cash Management: This is a broad

October Is Financial Planning Month
 – Presented by Mark K. Lund, Investment Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, October 26, 2020 – Salt Lake County, Utah

THE WEEK ON WALL STREET The failure to reach an agreement on a new fiscal stimulus bill soured investor sentiment and sent stocks modestly lower for the week. The Dow Jones Industrial Average fell 0.95%, while the Standard & Poor’s 500 lost 0.53%. The Nasdaq Composite index slipped 1.06% for the week. The MSCI EAFE

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Financial Advisor Utah

Election 2020
 – Presented by Mark K. Lund, Financial Planner

Managing Your Emotions. 45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1 No matter how you look at it, that’s a startling statistic. Second-guessing your investment strategy is natural, especially with an election on the horizon. Emotions are running high as

Election 2020
 – Presented by Mark K. Lund, Financial Planner 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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