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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, April 20, 2020 – Salt Lake County

THE WEEK ON WALL STREET Stock prices pushed higher last week as news of a White House plan to reopen the economy and reports of a potential COVID-19 treatment helped the market overcome weak economic data and an ugly start to the corporate earnings season. The Dow Jones Industrial Average rose 2.21%, while the Standard […]

The Fiduciary Advisor Report – Monday, April 20, 2020 – Salt Lake County Read More

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The Fiduciary Advisor Report – Monday, April 13, 2020 – South Jordan Utah

THE WEEK ON WALL STREET The stock market staged a broad rally this week, buoyed by the prospect that the COVID-19’s grip on the nation may be easing and news of another Federal Reserve program to help stabilize businesses. The Dow Jones Industrial Average jumped 12.67%, while the Standard & Poor’s 500 climbed 12.10%. The

The Fiduciary Advisor Report – Monday, April 13, 2020 – South Jordan Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, April 6, 2020 – South Jordan Utah

THE WEEK ON WALL STREET Modest declines in stock prices this week masked the volatile inter- and intraday price swings as investors digested poor economic data and a warning from the President that the worst days of the COVID-19 pandemic may still lie ahead. The Dow Jones Industrial Average slipped 2.70%, while the Standard &

The Fiduciary Advisor Report – Monday, April 6, 2020 – South Jordan Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, March 30, 2020 – South Jordan Utah

THE WEEK ON WALL STREET An open-ended commitment by the Federal Reserve to support American businesses and capital markets along with the passage of a $2 trillion aid package improved investor sentiment and drove a strong rally in stock prices.  The Dow Jones Industrial Average jumped 12.84%, while the Standard & Poor 500 gained 10.26%.

The Fiduciary Advisor Report – Monday, March 30, 2020 – South Jordan Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, March 23, 2020 – South Jordan Utah

THE WEEK ON WALL STREET The stock market suffered through another volatile week as it wrestled with the health and economic fallout of the domestic spread of the coronavirus. Swift and decisive actions by the Federal Reserve and policy responses from the federal government did not keep stocks from recording losses for the week.  The

The Fiduciary Advisor Report – Monday, March 23, 2020 – South Jordan Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, March 2, 2020 – Salt Lake County, Utah

THE WEEK ON WALL STREET Stocks fell sharply last week as Wall Street considered how the coronavirus outbreak might influence global business activity and household spending. The selloff became a correction for the U.S. markets. The S&P 500 retreated 11.49%; the Dow Jones Industrial Average, 12.36%; the Nasdaq Composite, 10.54%. The MSCI EAFE, tracking developed

The Fiduciary Advisor Report – Monday, March 2, 2020 – Salt Lake County, Utah Read More

Fiduciary Financial Advisor in Utah

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

THE WEEK ON WALL STREET Traders paid close attention to coronavirus developments and earnings last week, while wondering how the former might eventually impact the latter. Concern over updated infection numbers moderated risk appetite. A pair of key stock benchmarks posted similar weekly losses. In New York, the S&P 500 declined 1.25%; the MSCI EAFE

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

Fiduciary Financial Advisor in Utah

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

THE WEEK ON WALL STREET Daily headlines about the coronavirus had little impact on stock market averages last week. Earnings and mergers had more influence. All three Wall Street benchmarks improved. The Nasdaq Composite rose 2.21%, outpacing the S&P 500, up 1.58%, and the Dow Jones Industrial Average, up 1.02%. The MSCI EAFE index, which

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

Fiduciary Financial Advisor in Utah

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

THE WEEK ON WALL STREET Stocks advanced four days out of five during the past market week, erasing the losses of the week before.  The Nasdaq Composite surged 4.04%, the S&P 500 3.17%, and the Dow Jones Industrial Average 3.00%. Foreign stocks also rallied: the MSCI EAFE index added 2.21%.1,2 China Plans to Halve Some

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

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, February 3, 2020

THE WEEK ON WALL STREET Stock benchmarks declined for a second straight week as coronavirus news tempered risk appetite. The S&P 500 fell 2.14% on the week. The Nasdaq Composite dipped 1.76%, and the Dow Jones Industrial Average, 2.55%. Away from North America, developed markets slumped 2.24%, according to MSCI’s EAFE index.1,2 THE Fed Makes

The Fiduciary Advisor Report – Monday, February 3, 2020 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. 

 

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