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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, January 3, 2022 – Draper Utah

THE WEEK ON WALL STREET Stocks closed out the year on a mostly positive note, adding to the year’s gains as concerns about the economic issues of Omicron infections receded.    The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 picked up 0.85%. The Nasdaq Composite index was flat (-0.05%) for […]

The Fiduciary Advisor Report – Monday, January 3, 2022 – Draper Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, December 20, 2021 – Draper Utah

THE WEEK ON WALL STREET Stock prices retreated last week as global central banks joined the Federal Reserve in taking steps to tighten monetary policy.  The Dow Jones Industrial Average fell 1.68%, while the Standard & Poor’s 500 dropped 1.94%. The Nasdaq Composite index tumbled 2.95% for the week. The MSCI EAFE index, which tracks

The Fiduciary Advisor Report – Monday, December 20, 2021 – Draper Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, December 20, 2021 – Salt Lake County

THE WEEK ON WALL STREET Stock prices retreated last week as global central banks joined the Federal Reserve in taking steps to tighten monetary policy.  The Dow Jones Industrial Average fell 1.68%, while the Standard & Poor’s 500 dropped 1.94%. The Nasdaq Composite index tumbled 2.95% for the week. The MSCI EAFE index, which tracks

The Fiduciary Advisor Report – Monday, December 20, 2021 – Salt Lake County Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, December 13, 2021 – Park City, Utah

THE WEEK ON WALL STREET A more benign reassessment of the possible economic risk posed by Omicron sent stocks sharply higher last week.  The Dow Jones Industrial Average picked up 4.02%, while the Standard & Poor’s 500 advanced 3.82%. The Nasdaq Composite index gained 3.61% for the week. The MSCI EAFE index, which tracks developed

The Fiduciary Advisor Report – Monday, December 13, 2021 – Park City, Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, December 6, 2021 – Park City, Utah

THE WEEK ON WALL STREET Stocks took investors on a wild ride last week as the Omicron variant and Fed comments upended market expectations.  The Dow Jones Industrial Average fell 0.91%, while the Standard & Poor’s 500 stumbled 1.22%. The Nasdaq Composite index dropped 2.62% for the week. The MSCI EAFE index, which tracks developed

The Fiduciary Advisor Report – Monday, December 6, 2021 – Park City, Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, November 29, 2021 – Park City, Utah

THE WEEK ON WALL STREET News of a new, highly virulent COVID variant triggered a market sell-off on Friday, sending stocks into negative territory for the week.  The Dow Jones Industrial Average slid 1.97%, while the Standard & Poor’s 500 slumped 2.20%. The Nasdaq Composite index lost 3.52% for the week. The MSCI EAFE index,

The Fiduciary Advisor Report – Monday, November 29, 2021 – Park City, Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, November 15, 2021 – Park City, Utah

THE WEEK ON WALL STREET Stocks posted small declines last week as investors digested recent stock market gains and an unexpectedly high inflation read. The Dow Jones Industrial Average slid 0.63%, while the Standard & Poor’s 500 retreated 0.31%. The Nasdaq Composite index slipped 0.69% for the week. The MSCI EAFE index, which tracks developed

The Fiduciary Advisor Report – Monday, November 15, 2021 – Park City, Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, November 8, 2021 – Park City, Utah

THE WEEK ON WALL STREET A Federal Reserve announcement on tapering, a fresh batch of corporate profits, and encouraging economic data lifted stocks to another weekly gain. The Dow Jones Industrial Average rose 1.42%, while the Standard & Poor’s 500 advanced 2.00%. The Nasdaq Composite index led, tacking on 3.05%. The MSCI EAFE index, which

The Fiduciary Advisor Report – Monday, November 8, 2021 – Park City, Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, November, 2021 – Salt Lake County, Utah

THE WEEK ON WALL STREET A fresh wave of positive corporate earnings surprises sent markets to new record highs last week. The Dow Jones Industrial Average increased 0.40%, while the Standard & Poor’s 500 rose 1.33%. The Nasdaq Composite index picked up 2.71% for the week. The MSCI EAFE index, which tracks developed overseas stock

The Fiduciary Advisor Report – Monday, November, 2021 – Salt Lake County, Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, October 25, 2021 – South Jordan, Utah

THE WEEK ON WALL STREET Stocks rallied last week on a stream of positive corporate earnings surprises. The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 advanced 1.64%. The Nasdaq Composite index gained 1.29% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, was up 0.23%.1,2,3 EARNINGS

The Fiduciary Advisor Report – Monday, October 25, 2021 – South Jordan, Utah Read More

The Introduction To Prosperous Investing — The First Appointment


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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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