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September 28, 2020

Financial Advisor Utah

Is Inflation On The Rise?
 – Presented by Mark K. Lund, Investment Advisor

What to keep in mind regarding the recent CPI numbers. Right now, many Americans are worried about their financial health due to the impact COVID-19 has had on the country. Adding to these concerns were July’s consumer prices— excluding food and energy—which rose at the highest rate in nearly 30 years. However, this jump may […]

Is Inflation On The Rise?
 – Presented by Mark K. Lund, Investment Advisor Read More

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

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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