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Scammers Are Now Using AI to Try to Steal Your Money – Presented by Mark K. Lund, Utah Financial Advisor

If somebody called you from an unknown number, claiming to be from your bank, and asked you to “confirm” your sensitive account information, you would probably recognize right away that this was a scam and hang up. But what if the voice on the other end of the line was a loved one? You recognize […]

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What’s a Safe Drawdown Rate in Retirement? – Presented by Mark K. Lund, Utah Financial Advisor

You’ve probably heard of the 4% rule. It holds that during retirement you should be able to withdraw up to 4% of your invested savings each year and not have to worry about running out of money.1 However, like the 60/40 rule and the 10, 5, 3 rule, the 4% rule is less of a

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Where Did Our Flag Come From? – Presented by Mark K. Lund, Utah Financial Advisor

The American flag is so distinctive and such an embodiment of our ideals as a nation, that it’s hard to believe it didn’t just appear one day in its present form. But as the old adage goes, “Everything comes from somewhere.” And this holds true for our beloved Stars and Stripes. Not only is our

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Why Fireworks Are Such a Big Part of Independence Day – Presented by Mark K. Lund, Financial Advisor in Utah

John Adams made a bold prediction about American Independence Day celebrations. In early July of 1776, shortly after delegates from the Colonies voted to part ways with Britain, Adams wrote to his wife Abigail. “I am apt to believe that it will be celebrated, by succeeding Generations, as the great anniversary Festival,” he wrote. “It

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How to Keep “Fun Money” From Derailing Your Investing Plan – Presented by Mark K. Lund, Financial Advisor in Utah

Dale Carnegie, one of the 20th century’s most recognized authorities on reaching your full potential, argued for the importance of enjoyment in life. “People rarely succeed,” he wrote, “unless they have fun in what they are doing.”1 Even when you’re working toward a goal that requires discipline, such as saving for retirement, you must plan

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Memorial Day: It’s Our Duty to Remember – Presented by Mark K. Lund, Financial Advisor in Utah

In 1945 John Huston, who had just directed The Maltese Falcon, produced a documentary about the Allies’ fight to break through the German army’s “Winter Line” in southern Italy. The film was called The Battle of San Pietro. It documented the retaking of a single, heavily defended town, and covered the events of just nine

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The Downside to Target Date Funds – Presented by Mark K. Lund, Financial Advisor in Utah

Legendary infomercial pitchman Ron Popeil wasn’t just the inventor of the Chop-O-Matic, the Pocket Fisherman, and Mr. Microphone. He was also the creator of one of the greatest slogans in marketing: “Set it and forget it.” He used this tagline to sell his Showtime Rotisserie & BBQ, which moved more than 8 million units in

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Do Declining Diesel Prices Predict a Recession? – Presented by Mark K. Lund, Financial Advisor in Utah

Before the devastating tsunamis of 2004 rolled over the coastlands around the Indian Ocean, local animals seemed to sense the coming disaster. Eyewitnesses reported that elephants moved to higher ground, flamingos abandoned their low-lying nesting areas, and buffalo stampeded to a hilltop—in some cases hours before the deadly waves struck.1 Scientists are still trying to

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Annualized returns are POSITIVE, even after entering a recession

Yes, you read that correctly – annualized returns are POSITIVE, even after entering a recession. Just check out the graphic and info below from Dimensional if it seems unbelievable! From economists to rideshare drivers, it seems that many are fretting over the looming possibility of a recession. Markets may be in agreement, as we have

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Quarterly Client Letter – 2023 Q1 – Provided by Mark K. Lund, Financial Advisor

First Quarter 2023 Growth Report – Presented by Mark K. Lund When Staying Calm Seems Like a Contrarian Course of Action The behavior of the market over the first quarter of 2023 shows, among other things, just how much the major indexes ignore the calendar. With a volatile 2022 behind us, many expected the market

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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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