Some things to consider. Provided by Mark K. Lund, Financial Advisor During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. What occurs with many retirees is a change in mindset – it’s less about finding the “best-performing fund” and more about […]
Your Changing Definition of Risk in Retirement Read More
THE WEEK ON WALL STREET The S&P 500 came within 0.1% of a record close Friday. Stocks were lifted last week by positive news on U.S.-China trade negotiations, plus earnings announcements. The Nasdaq Composite posted the largest weekly gain of the three major U.S. stock indices. It rose 1.90%. Last week also brought gains of
Growth Report – Monday, October 28, 2019 Read More
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.
We’re here to help, no matter where you’re starting from!
© 2024 Stonecreek Wealth Advisors, Inc. A fiduciary, independent, fee-only, Registered Investment Advisor
