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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, September 28, 2020 – South Jordan, Utah

THE WEEK ON WALL STREET Stocks were mixed last week as worries that stretched from Washington D.C., where prospects of a new fiscal stimulus bill dimmed, to Europe, which saw an increase of new COVID-19 cases. The Dow Jones Industrial Average declined 1.75%, while the Standard & Poor’s 500 fell 0.63%. The Nasdaq Composite index […]

The Fiduciary Advisor Report – Monday, September 28, 2020 – South Jordan, Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, September 21, 2020 – South Jordan, Utah

THE WEEK ON WALL STREET Stocks slipped as the technology sector remained under pressure and a mid-week announcement by the Federal Reserve failed to inspire investors. The Dow Jones Industrial Average declined 0.03%, while the Standard & Poor’s 500 fell 0.64%. The Nasdaq Composite index dropped 0.56% for the week. The MSCI EAFE index, which

The Fiduciary Advisor Report – Monday, September 21, 2020 – South Jordan, Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, September 14, 2020 – Salt Lake County, Utah

THE WEEK ON WALL STREET Stocks traveled a volatile path last week as investors appeared concerned about the upcoming elections, an uncertain economy, and more delays with additional fiscal stimulus.  The Dow Jones Industrial Average slid 1.66%, while the Standard & Poor’s 500 slumped 2.51%. The Nasdaq Composite index plummeted 4.06% for the week. The

The Fiduciary Advisor Report – Monday, September 14, 2020 – Salt Lake County, Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, August 31, 2020 – Sandy, Utah

THE WEEK ON WALL STREET Stocks advanced relentlessly last week on positive COVID-19 developments, encouraging economic data, and a supportive policy shift in the Fed’s approach to its target inflation rate. The Dow Jones Industrial Average increased by 2.59%, while the Standard & Poor’s 500 jumped 3.26%. The Nasdaq Composite index leaped 3.39% for the

The Fiduciary Advisor Report – Monday, August 31, 2020 – Sandy, Utah Read More

Fiduciary Financial Advisor in Utah

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

THE WEEK ON WALL STREET Stocks powered to another week of gains as the S&P 500 and Nasdaq Composite set multiple new record highs along the way. The Dow Jones Industrial Average was essentially unchanged while the Standard & Poor’s 500 rose by 0.72%. The Nasdaq Composite index added 2.65% for the week. The MSCI

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

Fiduciary Financial Advisor in Utah

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

THE WEEK ON WALL STREET Stock prices drifted higher in an otherwise quiet news week, as a slowdown in new COVID-19 cases outweighed a Congressional impasse on a new fiscal spending measure.  The Dow Jones Industrial Average gained 1.81%, while the Standard & Poor’s 500 rose by 0.64%. The Nasdaq Composite Index inched 0.08% higher

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

Fiduciary Financial Advisor in Utah

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

THE WEEK ON WALL STREET Overlooking stalled efforts by Congress to pass a new fiscal stimulus bill, stocks marched higher last week with the Dow Jones Industrials leading the way and the NASDAQ Composite setting multiple fresh record highs.  The Dow Jones Industrial Average gained 3.80%, while the Standard & Poor’s 500 rose by 2.45%.

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

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, August 3, 2020 – Sandy, Utah

THE WEEK ON WALL STREET Stocks were mixed last week amid a busy week of earnings, some troubling economic data, and seemingly little progress on a new fiscal stimulus package.  The Dow Jones Industrial Average slipped 0.16%, while the Standard & Poor’s 500 increased by 1.73%. The Nasdaq Composite Index surged 3.69% for the week.

The Fiduciary Advisor Report – Monday, August 3, 2020 – Sandy, Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, July 27, 2020 – Salt Lake County, Utah

  THE WEEK ON WALL STREET Stocks slipped in the final days of trading last week on higher jobless claims and rising tensions in the U.S.-China relationship.  The Dow Jones Industrial Average lost 0.76%, while the Standard & Poor’s 500 dipped 0.28%. The Nasdaq Composite Index dropped 1.33% for the week. The MSCI EAFE Index,

The Fiduciary Advisor Report – Monday, July 27, 2020 – Salt Lake County, Utah Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, July 20, 2020 – Draper Utah

THE WEEK ON WALL STREET Stocks were mixed last week as investors reacted to positive economic data, progress on a COVID-19 vaccine, and the continued nationwide increase of COVID-19 cases.  The Dow Jones Industrial Average gained 2.29%, while the Standard & Poor’s 500 rose by 1.25%. But the Nasdaq Composite Index dropped 1.08% for the

The Fiduciary Advisor Report – Monday, July 20, 2020 – Draper 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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