THE WEEK ON WALL STREET Stocks were mixed last week amid a busy week of earnings, some troubling economic data, and seemingly little progress on a new fiscal stimulus package. The Dow Jones Industrial Average slipped 0.16%, while the Standard & Poor’s 500 increased by 1.73%. The Nasdaq Composite Index surged 3.69% for the week. […]
The Fiduciary Advisor Report – Monday, August 3, 2020 – Sandy, Utah Read More
Financial results are reported each quarter. Every few months, you may hear the phrase “we’re entering earnings season” as you read financial news. But what exactly is “earnings season” and why is it important to Wall Street? Earnings season is the period of time when a majority of publicly traded companies release their quarterly financial
What Is Earnings Season? – Presented by Mark Lund, Investment Advisor Read More
THE WEEK ON WALL STREET Stocks slipped in the final days of trading last week on higher jobless claims and rising tensions in the U.S.-China relationship. The Dow Jones Industrial Average lost 0.76%, while the Standard & Poor’s 500 dipped 0.28%. The Nasdaq Composite Index dropped 1.33% for the week. The MSCI EAFE Index,
The Fiduciary Advisor Report – Monday, July 27, 2020 – Salt Lake County, Utah Read More
A look at Regulation Best Interest. Recently, you may have heard that financial industry regulators established a new set of rules designed to guide investors who work with an investment professional. This new set of rules is called “Regulation Best Interest” rule, known colloquially as “Reg BI.” 1 This rule establishes a series of guidelines
What is Reg BI? – Presented by Mark K. Lund, Financial Planner Read More
THE WEEK ON WALL STREET Stocks were mixed last week as investors reacted to positive economic data, progress on a COVID-19 vaccine, and the continued nationwide increase of COVID-19 cases. The Dow Jones Industrial Average gained 2.29%, while the Standard & Poor’s 500 rose by 1.25%. But the Nasdaq Composite Index dropped 1.08% for the
The Fiduciary Advisor Report – Monday, July 20, 2020 – Draper Utah Read More
A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first. How long do you think you
Before You Claim Social Security – Provided by Mark K. Lund, Financial advisor Read More
THE WEEK ON WALL STREET In a holiday-shortened week, stock prices turned higher as encouraging economic data outweighed an increase in COVID-19 cases and a rollback in economic re-openings. The Dow Jones Industrial Average rose 3.25%, while the Standard & Poor’s 500 increased by 4.02%. The Nasdaq Composite Index gained 4.62% for the week. The
The Fiduciary Advisor Report – Monday, July 6, 2020 – Draper Utah Read More
The SECURE Act and CARES Act may complicate the decision. As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees? There are three main types of retirement plans for small businesses: SIMPLE-IRAs, SEP-IRAs, and 401(k)s.
Retirement Plan Options for Small Businesses – Provided by Mark K. Lund, Financial Advisor Read More
THE WEEK ON WALL STREET A jump in COVID-19 cases dampened investor enthusiasm last week, sending stock prices lower on worries that rising infections could derail the economic recovery. The Dow Jones Industrial Average slumped 3.31%, while the Standard & Poor’s 500 retreated 2.86%. The Nasdaq Composite Index lost 1.90% for the week. The
The Fiduciary Advisor Report – Monday, June 29, 2020 – Draper Utah Read More
This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1 You do not have to supply this information, but it is encouraged. The request is made
Who Is Your Trusted Contact? – Presented by Mark K. Lund, Investment Advisor Read More
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.
We’re here to help, no matter where you’re starting from!
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