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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, October 12, 2020 – South Jordan Utah

THE WEEK ON WALL STREET Stocks staged a powerful rally last week, riding a wave of optimism over the prospect of the passage of a new fiscal stimulus bill. The Dow Jones Industrial Average rose 3.27%, while the Standard & Poor’s 500 increased 3.84%. The Nasdaq Composite index gained 4.56% for the week. The MSCI […]

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Financial Advisor Utah

Has the Stock Market Rally Left You Behind?
 – Presented by Mark K. Lund, Financial Advisor

Here’s what the recent rally could mean for you. Some people in recent weeks may have been feeling that “the stock market seems to be doing so well but I’m not participating.” A look behind the headlines helps tell the story. A CNBC study found that between the stock market high on February 19, 2020—and

Has the Stock Market Rally Left You Behind?
 – Presented by Mark K. Lund, Financial Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, October 5, 2020 – South Jordan, Utah

THE WEEK ON WALL STREET Stocks advanced last week, propelled by hopes that legislators may reach an agreement for a new fiscal stimulus package and optimism generated by a few corporate deal announcements and initial public offerings. The Dow Jones Industrial Average rose 1.87%, while the Standard & Poor’s 500 increased 1.52%. The Nasdaq Composite

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Financial Advisor Utah

Is Inflation On The Rise?
 – Presented by Mark K. Lund, Investment Advisor

What to keep in mind regarding the recent CPI numbers. Right now, many Americans are worried about their financial health due to the impact COVID-19 has had on the country. Adding to these concerns were July’s consumer prices— excluding food and energy—which rose at the highest rate in nearly 30 years. However, this jump may

Is Inflation On The Rise?
 – Presented by Mark K. Lund, Investment Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, September 28, 2020 – South Jordan, Utah

THE WEEK ON WALL STREET Stocks were mixed last week as worries that stretched from Washington D.C., where prospects of a new fiscal stimulus bill dimmed, to Europe, which saw an increase of new COVID-19 cases. The Dow Jones Industrial Average declined 1.75%, while the Standard & Poor’s 500 fell 0.63%. The Nasdaq Composite index

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Financial Advisor Utah

Why Regular Rebalancing Makes Sense – Presented by Mark K. Lund, Financial Planner

Your investment portfolio may be off-kilter, and you may not even know it. Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may be possible to have too much of a good thing. Over time,

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, September 21, 2020 – South Jordan, Utah

THE WEEK ON WALL STREET Stocks slipped as the technology sector remained under pressure and a mid-week announcement by the Federal Reserve failed to inspire investors. The Dow Jones Industrial Average declined 0.03%, while the Standard & Poor’s 500 fell 0.64%. The Nasdaq Composite index dropped 0.56% for the week. The MSCI EAFE index, which

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Financial Advisor Utah

How Much Money Will You Need for Retirement?
 – Presented by Mark K. Lund, Investment Advisor

It depends on your goals, time horizon, and risk tolerance. “Will I outlive my retirement money?” That’s one of the top fears for people who are starting to prepare for their retirement years. So I have to chuckle a bit when I see headlines that say, “Here’s how much money Americans think they need to

How Much Money Will You Need for Retirement?
 – Presented by Mark K. Lund, Investment Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, September 14, 2020 – Salt Lake County, Utah

THE WEEK ON WALL STREET Stocks traveled a volatile path last week as investors appeared concerned about the upcoming elections, an uncertain economy, and more delays with additional fiscal stimulus.  The Dow Jones Industrial Average slid 1.66%, while the Standard & Poor’s 500 slumped 2.51%. The Nasdaq Composite index plummeted 4.06% for the week. The

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Financial Advisor Utah

A Checklist for When a Spouse or Parent Passes – Presented by Mark K. Lund, Financial Planner

An overview of some of the fundamental steps to take. When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist

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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

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