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Financial Advisor Utah

Making a Charitable Contribution – Presented by Mark K. Lund, Financial Planner

There are benefits and limitations when you decide to donate stock. Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Why, exactly? Donating appreciated securities to a tax-exempt charity may allow you to manage […]

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, June 15, 2020 – Draper Utah

THE WEEK ON WALL STREET Investor sentiment turned negative last week, amid an increasing number of COVID-19 cases in states where re-opening has been underway as well as a subdued economic forecast from the Federal Reserve.  The Dow Jones Industrial Average dropped 5.55%, while the Standard & Poor’s 500 lost 4.78%. The Nasdaq Composite Index

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Financial Advisor Utah

“Backdoor” Roth IRAs – Presented by Mark K. Lund, Investment Advisor

If you make too much money to open a Roth IRA, you could create one this way. You can sum up the appeal of a Roth IRA in three words: federal tax benefit. Potential earnings in a Roth IRA grow tax free as long as the owner abides by the Internal Revenue Service (I.R.S.) rules,

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, June 8, 2020 – Salt Lake County

THE WEEK ON WALL STREET A positive jobs report sent stocks soaring last Friday, capping a solid week as evidence of a global economic recovery outweighed concerns over civil unrest and tensions with China. The Dow Jones Industrial Average jumped 6.81%, while the Standard & Poor’s 500 advanced 4.91%. The tech-heavy Nasdaq Composite Index lagged,

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Financial Advisor Utah

The Pros and Cons of Early Retirement Plan Rollovers – Presented by Mark K. Lund, Financial Planner

Should you withdraw and reinvest your retirement plan money while you are still on the job? Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement account? Were you aware that you could do

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, June 1, 2020 – Park City

THE WEEK ON WALL STREET The shortened week, which began with a powerful two-day rally of trading, was enough to drive the markets into another week of solid gains. The Dow Jones Industrial Average rose 3.75%, while the Standard & Poor’s 500 advanced 3.01%. The Nasdaq Composite Index climbed 1.77% for the week. The MSCI

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Financial Advisor Utah

Details on the Tax Deadline Extension – Presented by Mark K. Lund, Financial Advisor

The I.R.S. is giving you three additional months to file and pay. The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the deadline to pay any federal taxes

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, May 18, 2020 – Park City

THE WEEK ON WALL STREET Stocks drifted lower last week, weighed down by Federal Reserve Chairman Jerome Powell’s unsettling comments on the economy and signs of renewed tensions with China. The Dow Jones Industrial Average fell 2.65%, while the Standard & Poor’s 500 retreated 2.26%. The Nasdaq Composite Index slipped 1.17% for the week. The

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Financial Advisor Utah

A Stock Market Lesson to Remember – Presented by Mark K. Lund, Financial Advisor

Confidence can quickly erode, but it can also quickly emerge. Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the equity benchmark often used as shorthand for the broad stock market, settled at 2,237.40 on March

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, May 11, 2020 – Park City

THE WEEK ON WALL STREET Despite an historic downturn in employment, stocks managed to climb higher last week as investors were emboldened by the pace of economic re-openings here and abroad. The Dow Jones Industrial Average gained 2.56%, while the Standard & Poor’s 500 advanced 3.50%. The Nasdaq Composite Index jumped 6.00% for the week.

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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

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

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