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June 15, 2020

Financial Advisor Utah

Making a Charitable Contribution – Presented by Mark K. Lund, Financial Planner

Blog, The Effective Investor Newsletter / By

There are benefits and limitations when you decide to donate stock. Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Why, exactly? Donating appreciated securities to a tax-exempt charity may allow you to manage […]

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, June 15, 2020 – Draper Utah

Blog, The Mark Lund Growth Report / By

THE WEEK ON WALL STREET Investor sentiment turned negative last week, amid an increasing number of COVID-19 cases in states where re-opening has been underway as well as a subdued economic forecast from the Federal Reserve.  The Dow Jones Industrial Average dropped 5.55%, while the Standard & Poor’s 500 lost 4.78%. The Nasdaq Composite Index

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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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