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Financial Advisor Utah

A 6.1% Bump in Social Security?
 – Presented by Mark K. Lund, Financial Advisor

COLA and Social Security. The news keeps getting better for Social Security recipients. It’s now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1,2 It’s all about inflation. Social Security cost of living adjustments (COLA) are based on […]

A 6.1% Bump in Social Security?
 – Presented by Mark K. Lund, Financial Advisor Read More

Growth Report for Monday, September 14, 2015

NO SURPRISE: HOUSEHOLD SENTIMENT WANES The initial September edition of the University of Michigan’s consumer sentiment index came in last week at 85.7 – its lowest reading in a year, significantly below its final August mark of 91.9. Given the recent stock market retreat and ongoing headlines about China’s economic slowdown, the closely watched indicator

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Growth Report for Monday, August 10, 2015

A GREEN LIGHT FOR A RATE HIKE? According to the latest Labor Department report, employers hired 215,000 new workers in July – 77,000 of them in professional, business, education, and health care occupations. The jobless rate held steady at 5.3% while the U-6 rate (unemployment + underemployment) ticked down to 10.4%. Monthly hiring totals have

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Growth Report for Monday, August 3, 2015

CONSUMER CONFIDENCE DIPS WITH STOCK DECLINES July brought an 8.9-point drop for the Conference Board’s consumer confidence index; it fell to 90.9. The University of Michigan’s consumer sentiment index held up better, losing 3.0 points in July to descend to a mark of 93.1.1,2 PENDING HOME SALES SLIP; PRICE INDEX TICKS UP The National Association

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Draper, Investment Advisor, Mark Lund presents this weeks economic update for Monday, July 20, 2015

CONSUMER & WHOLESALE PRICES INCREASE The Labor Department announced a 0.3% June rise in the headline Consumer Price Index, following the 0.4% advance for May. This left annualized consumer inflation positive for the first time in six months (+0.1%). June brought a 0.2% gain for the core CPI, which is now up 1.8% across the

Draper, Investment Advisor, Mark Lund presents this weeks economic update for Monday, July 20, 2015 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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