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October 5, 2020

Financial Advisor Utah

Has the Stock Market Rally Left You Behind?
 – Presented by Mark K. Lund, Financial Advisor

Here’s what the recent rally could mean for you. Some people in recent weeks may have been feeling that “the stock market seems to be doing so well but I’m not participating.” A look behind the headlines helps tell the story. A CNBC study found that between the stock market high on February 19, 2020—and […]

Has the Stock Market Rally Left You Behind?
 – Presented by Mark K. Lund, Financial Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, October 5, 2020 – South Jordan, Utah

THE WEEK ON WALL STREET Stocks advanced last week, propelled by hopes that legislators may reach an agreement for a new fiscal stimulus package and optimism generated by a few corporate deal announcements and initial public offerings. The Dow Jones Industrial Average rose 1.87%, while the Standard & Poor’s 500 increased 1.52%. The Nasdaq Composite

The Fiduciary Advisor Report – Monday, October 5, 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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