logo
As seen in

Blog

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 […]

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

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

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

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, August 31, 2020 – Sandy, Utah

THE WEEK ON WALL STREET Stocks advanced relentlessly last week on positive COVID-19 developments, encouraging economic data, and a supportive policy shift in the Fed’s approach to its target inflation rate. The Dow Jones Industrial Average increased by 2.59%, while the Standard & Poor’s 500 jumped 3.26%. The Nasdaq Composite index leaped 3.39% for the

The Fiduciary Advisor Report – Monday, August 31, 2020 – Sandy, Utah Read More

Financial Advisor Utah

Don’t Overreact In August
 – Presented by Mark K. Lund, Financial Advisor

Understanding summer volatility. One of my favorite Wall Street quotes is from Mark Twain, who said: “October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August and February.” But October may need to move over. During the past several

Don’t Overreact In August
 – Presented by Mark K. Lund, Financial Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, August 24, 2020 – Sandy, Utah

THE WEEK ON WALL STREET Stocks powered to another week of gains as the S&P 500 and Nasdaq Composite set multiple new record highs along the way. The Dow Jones Industrial Average was essentially unchanged while the Standard & Poor’s 500 rose by 0.72%. The Nasdaq Composite index added 2.65% for the week. The MSCI

The Fiduciary Advisor Report – Monday, August 24, 2020 – Sandy, Utah Read More

Financial Advisor Utah

Will Political Changes Affect the Economy? – Presented by Mark K. Lund, Financial Advisor

Election years cause some anxiety. With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many states will be selecting governors, representatives, and senators, while the country itself will be voting in the presidential election. Even though these

Will Political Changes Affect the Economy? – Presented by Mark K. Lund, Financial Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, August 17, 2020 – Sandy, Utah

THE WEEK ON WALL STREET Stock prices drifted higher in an otherwise quiet news week, as a slowdown in new COVID-19 cases outweighed a Congressional impasse on a new fiscal spending measure.  The Dow Jones Industrial Average gained 1.81%, while the Standard & Poor’s 500 rose by 0.64%. The Nasdaq Composite Index inched 0.08% higher

The Fiduciary Advisor Report – Monday, August 17, 2020 – Sandy, Utah Read More

Financial Advisor Utah

Starting a Roth IRA for a Teen – Presented by Mark K. Lund, Investment Advisor

This early financial decision could prove helpful over time. Want to give your child or grandchild a great financial start? A Roth IRA might be a choice to consider. There are many reasons why starting a Roth IRA for a teenager may be a sound financial strategy. Read on to learn more about how doing

Starting a Roth IRA for a Teen – Presented by Mark K. Lund, Investment Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, August 10, 2020 – Sandy, Utah

THE WEEK ON WALL STREET Overlooking stalled efforts by Congress to pass a new fiscal stimulus bill, stocks marched higher last week with the Dow Jones Industrials leading the way and the NASDAQ Composite setting multiple fresh record highs.  The Dow Jones Industrial Average gained 3.80%, while the Standard & Poor’s 500 rose by 2.45%.

The Fiduciary Advisor Report – Monday, August 10, 2020 – Sandy, Utah Read More

Financial Advisor Utah

The I.R.S. Has Enhanced the 2020 RMD Waivers – Presented by Mark K. Lund, Financial Planner

Investors may be eligible to “undo” certain retirement account withdrawals before September. In March, the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law. It was designed to help Americans impacted by the COVID-19 pandemic.1 The new law offered investors a financial break. It gave people the option to skip required minimum distributions (RMDs)

The I.R.S. Has Enhanced the 2020 RMD Waivers – 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. 

 

Enjoy retirement as you’ve always envisioned

We’re here to help, no matter where you’re starting from!

© 2024 Stonecreek Wealth Advisors, Inc. A fiduciary, independent, fee-only, Registered Investment Advisor

Scroll to Top