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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, July 26, 2021 – Salt Lake County, Utah

THE WEEK ON WALL STREET Overcoming a COVID-related economic growth scare, stocks moved higher amid a week of strong corporate earnings reports.  The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 gained 1.96%. The Nasdaq Composite index soared 2.84% for the week. The MSCI EAFE index, which tracks developed overseas stock […]

The Fiduciary Advisor Report – Monday, July 26, 2021 – Salt Lake County, Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, July 19, 2021 – Draper Utah

THE WEEK ON WALL STREET Despite a good start to earnings season and some solid economic data, worries of slower second-half economic growth led to a pullback in stock prices last week. The Dow Jones Industrial Average fell 0.52%, while the Standard & Poor’s 500 lost 0.97%. The Nasdaq Composite index sank 1.87% for the

The Fiduciary Advisor Report – Monday, July 19, 2021 – Draper Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, July 12, 2021 – Draper Utah

THE WEEK ON WALL STREET Stocks managed small gains as investors wrestled with concerns over economic growth prospects and a rise in COVID-19 infections. The Dow Jones Industrial Average picked up 0.24%, while the Standard & Poor’s 500 gained 0.40%. The Nasdaq Composite index added 0.43%. The MSCI EAFE index, which tracks developed overseas stock

The Fiduciary Advisor Report – Monday, July 12, 2021 – Draper Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, July 5, 2021 – Draper Utah

THE WEEK ON WALL STREET Strong employment reports and rising consumer confidence sent the stock market broadly higher last week. The Dow Jones Industrial Average rose 1.02%, while the Standard & Poor’s 500 picked up 1.67%. The Nasdaq Composite index gained 1.94%. The MSCI EAFE index, which tracks developed overseas stock markets, lost 1.42%.1,2,3 STOCKS

The Fiduciary Advisor Report – Monday, July 5, 2021 – Draper Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, June 28, 2021 – Draper Utah

THE WEEK ON WALL STREET Stocks reached new all-time highs last week as markets staged a strong rebound from the previous week’s declines. The Dow Jones Industrial Average rose 3.44%, while the Standard & Poor’s 500 picked up 2.74%. The Nasdaq Composite index increased 2.35%. The MSCI EAFE index, which tracks developed overseas stock markets,

The Fiduciary Advisor Report – Monday, June 28, 2021 – Draper Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, June 14, 2021 – Draper Utah

THE WEEK ON WALL STREET New messaging from the Federal Reserve on interest rates and inflation last week led to a broad retreat in stock prices. The Dow Jones Industrial Average dropped 3.45% while the Standard & Poor’s 500 lost 1.91%. The Nasdaq Composite index slipped 0.28% for the week. The MSCI EAFE index, which

The Fiduciary Advisor Report – Monday, June 14, 2021 – Draper Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, June 14, 2021 – Salt Lake County, Utah

THE WEEK ON WALL STREET Stocks ended the week mixed as investors appeared to shrug off a hotter-than-expected inflation report. The Dow Jones Industrial Average slipped 0.80%, while the Standard & Poor’s 500 advanced 0.41%. The Nasdaq Composite index led, tacking on 1.85%. The MSCI EAFE index, which tracks developed overseas stock markets, rose 0.31%.1,2,3

The Fiduciary Advisor Report – Monday, June 14, 2021 – Salt Lake County, Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, June 7, 2021 – Park City Utah

THE WEEK ON WALL STREET A strong, but not too strong, employment report sparked a rally on the final day of trading, propelling stocks to a modest gain for the week. The Dow Jones Industrial Average climbed by 0.66%, while the Standard & Poor’s 500 added 0.61%. The Nasdaq Composite index increased by 0.48%. The

The Fiduciary Advisor Report – Monday, June 7, 2021 – Park City Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, May 24, 2021 – Park City Utah

THE WEEK ON WALL STREET Stock prices fluctuated amid inflation concerns and bargain hunting, leaving stocks mixed for the week. The Dow Jones Industrial Average slipped 0.51%, while the Standard & Poor’s 500 dropped 0.43%. The tech-heavy Nasdaq Composite index advanced 0.31%. The MSCI EAFE index, which tracks developed overseas stock markets, gained 0.67%.1,2,3 LOTS

The Fiduciary Advisor Report – Monday, May 24, 2021 – Park City Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, May 17, 2021 – Park City Utah

THE WEEK ON WALL STREET A surge in consumer inflation unsettled investors, leading to a turbulent week of trading on Wall Street. The Dow Jones Industrial Average slipped 1.14%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq Composite index dropped 2.34% for the week. The MSCI EAFE index, which tracks developed overseas stock

The Fiduciary Advisor Report – Monday, May 17, 2021 – Park City Utah 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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