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October 19, 2020

Financial Advisor Utah

Election 2020
 – Presented by Mark K. Lund, Financial Planner

Managing Your Emotions. 45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1 No matter how you look at it, that’s a startling statistic. Second-guessing your investment strategy is natural, especially with an election on the horizon. Emotions are running high as […]

Election 2020
 – Presented by Mark K. Lund, Financial Planner Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, October 19, 2020 – South Jordan, Utah

THE WEEK ON WALL STREET Stocks treaded water last week amid fading prospects for a stimulus bill, fears of a second wave of COVID-19 cases, and increasing political and regulatory pressures on Big Tech companies. The Dow Jones Industrial Average added just 0.07% while the Standard & Poor’s 500 eked out a gain of 0.19%.

The Fiduciary Advisor Report – Monday, October 19, 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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