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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, November 30, 2020 – Park City Utah

THE WEEK ON WALL STREET Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty.  The Dow Jones Industrial Average rose 2.21%, while the Standard & Poor’s 500 added 2.27%. The Nasdaq Composite index, which has led all year, gained 2.96%. The MSCI EAFE index, which […]

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, November 23, 2020 – Park City Utah

THE WEEK ON WALL STREET Despite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase in new infections and economic lockdowns. The Dow Jones Industrial Average fell 0.73%, while the Standard & Poor’s 500 declined 0.77%. The Nasdaq Composite index rose 0.22% for the week. The MSCI EAFE index,

The Fiduciary Advisor Report – Monday, November 23, 2020 – Park City Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, November 16, 2020 – Park City Utah

THE WEEK ON WALL STREET News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh lockdowns.  The Dow Jones Industrial Average surged 4.08%, while the Standard & Poor’s 500 rose 2.16%. The

The Fiduciary Advisor Report – Monday, November 16, 2020 – Park City Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, November 9, 2020 – Park City Utah

THE WEEK ON WALL STREET Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies.  The Dow Jones Industrial Average jumped 6.87%, while the Standard & Poor’s 500 tacked on 7.32%. The Nasdaq Composite index surged 9.01% for

The Fiduciary Advisor Report – Monday, November 9, 2020 – Park City Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, November 2, 2020 – Park City Utah

THE WEEK ON WALL STREET Stock prices dropped last week as hopes for a fiscal stimulus bill faded and investors focused on rising COVID-19 infections, here and abroad. The Dow Jones Industrial Average slid 6.47%, while the Standard & Poor’s 500 tumbled 5.64%. The Nasdaq Composite index lost 5.51% for the week. The MSCI EAFE

The Fiduciary Advisor Report – Monday, November 2, 2020 – Park City Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, October 26, 2020 – Salt Lake County, Utah

THE WEEK ON WALL STREET The failure to reach an agreement on a new fiscal stimulus bill soured investor sentiment and sent stocks modestly lower for the week. The Dow Jones Industrial Average fell 0.95%, while the Standard & Poor’s 500 lost 0.53%. The Nasdaq Composite index slipped 1.06% for the week. The MSCI EAFE

The Fiduciary Advisor Report – Monday, October 26, 2020 – Salt Lake County, Utah Read More

Financial Advisor Utah

Election 2020
 – Presented by Mark K. Lund, Financial Planner

Managing Your Emotions. 45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1 No matter how you look at it, that’s a startling statistic. Second-guessing your investment strategy is natural, especially with an election on the horizon. Emotions are running high as

Election 2020
 – Presented by Mark K. Lund, Financial Planner Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, October 19, 2020 – South Jordan, Utah

THE WEEK ON WALL STREET Stocks treaded water last week amid fading prospects for a stimulus bill, fears of a second wave of COVID-19 cases, and increasing political and regulatory pressures on Big Tech companies. The Dow Jones Industrial Average added just 0.07% while the Standard & Poor’s 500 eked out a gain of 0.19%.

The Fiduciary Advisor Report – Monday, October 19, 2020 – South Jordan, Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, October 12, 2020 – South Jordan Utah

THE WEEK ON WALL STREET Stocks staged a powerful rally last week, riding a wave of optimism over the prospect of the passage of a new fiscal stimulus bill. The Dow Jones Industrial Average rose 3.27%, while the Standard & Poor’s 500 increased 3.84%. The Nasdaq Composite index gained 4.56% for the week. The MSCI

The Fiduciary Advisor Report – Monday, October 12, 2020 – South Jordan Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, October 5, 2020 – South Jordan, Utah

THE WEEK ON WALL STREET Stocks advanced last week, propelled by hopes that legislators may reach an agreement for a new fiscal stimulus package and optimism generated by a few corporate deal announcements and initial public offerings. The Dow Jones Industrial Average rose 1.87%, while the Standard & Poor’s 500 increased 1.52%. The Nasdaq Composite

The Fiduciary Advisor Report – Monday, October 5, 2020 – South Jordan, 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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