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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, February 22, 2021 – Sandy Utah

THE WEEK ON WALL STREET Rising bond yields dampened investor enthusiasm for high-multiple growth companies last week, sending market averages mostly lower in a holiday-shortened week of trading. The Dow Jones Industrial Average gained 0.11% for the week. But the Standard & Poor’s 500 fell 0.71% and the Nasdaq Composite index slid 1.57%. The MSCI […]

The Fiduciary Advisor Report – Monday, February 22, 2021 – Sandy Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, February 15, 2021 – Sandy Utah

THE WEEK ON WALL STREET Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill. The Dow Jones Industrial Average gained 1.00%, while the Standard & Poor’s 500 rose 1.23%. The Nasdaq Composite index climbed 1.73% for the week. The MSCI EAFE index, which

The Fiduciary Advisor Report – Monday, February 15, 2021 – Sandy Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, February 8, 2021 – Sandy Utah

THE WEEK ON WALL STREET Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings. The Dow Jones Industrial Average gained 3.89%, while the Standard & Poor’s 500 advanced 4.65%. The Nasdaq Composite index jumped 6.01% for the week. The MSCI EAFE index, which tracks developed overseas

The Fiduciary Advisor Report – Monday, February 8, 2021 – Sandy Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, February 1, 2021 – Sandy Utah

THE WEEK ON WALL STREET Despite strong corporate earnings, stock prices closed lower after a volatile week of trading triggered by unprecedented activity in a handful of companies. The Dow Jones Industrial Average lost 3.27%, while the Standard & Poor’s 500 fell 3.31%. The Nasdaq Composite index dropped 3.49% for the week. The MSCI EAFE

The Fiduciary Advisor Report – Monday, February 1, 2021 – Sandy Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, January 25, 2021 – Salt Lake County

THE WEEK ON WALL STREET Anticipation of a new fiscal stimulus and improved vaccine distribution powered stocks to fresh record highs last week with technology stocks leading the way. The Dow Jones Industrial Average gained 0.59%, while the Standard & Poor’s 500 picked up 1.94%. The Nasdaq Composite index led, gaining 4.19% for the week.

The Fiduciary Advisor Report – Monday, January 25, 2021 – Salt Lake County Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, January 18, 2021 – Draper Utah

THE WEEK ON WALL STREET Markets drifted lower last week as uninspired investors digested mixed news on the economic front.  The Dow Jones Industrial Average lost 0.91% while the Standard & Poor’s 500 slid 1.48%. The Nasdaq Composite index stumbled 1.54% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, slipped

The Fiduciary Advisor Report – Monday, January 18, 2021 – Draper Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, January 11, 2021 – Draper Utah

THE WEEK ON WALL STREET Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.  The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor’s 500 increased by 1.83%. The Nasdaq Composite index, which led throughout 2020, picked up

The Fiduciary Advisor Report – Monday, January 11, 2021 – Draper Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, January, 2021 – Draper Utah

THE WEEK ON WALL STREET Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors.  The Dow Jones Industrial Average gained 1.35%, while the Standard & Poor’s 500 increased by 1.43%. The Nasdaq Composite index, which led all year, added 0.65%. The MSCI EAFE index,

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

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, December 21, 2020 – Draper Utah

THE WEEK ON WALL STREET Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.  The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500 picked up 1.25% while the Nasdaq Composite index surged 3.05%. The MSCI EAFE index, which tracks

The Fiduciary Advisor Report – Monday, December 21, 2020 – Draper Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, December 14, 2020 – Draper Utah

THE WEEK ON WALL STREET Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill.  The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq Composite index fell 0.69% for the week. The MSCI EAFE index, which tracks developed overseas stock markets,

The Fiduciary Advisor Report – Monday, December 14, 2020 – Draper 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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