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November 2, 2020

Financial Advisor Utah

2021 Limits for IRAs, 401(k)s and More
 – Presented by Mark K. Lund, Financial Planner

Numbers to know for the new year. On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note. 401(k)s. The salary deferral amount for 401(k)s remains the same at $19,500, while the catch-up amount of $6,500 […]

2021 Limits for IRAs, 401(k)s and More
 – Presented by Mark K. Lund, Financial Planner Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, November 2, 2020 – Park City Utah

THE WEEK ON WALL STREET Stock prices dropped last week as hopes for a fiscal stimulus bill faded and investors focused on rising COVID-19 infections, here and abroad. The Dow Jones Industrial Average slid 6.47%, while the Standard & Poor’s 500 tumbled 5.64%. The Nasdaq Composite index lost 5.51% for the week. The MSCI EAFE

The Fiduciary Advisor Report – Monday, November 2, 2020 – Park City 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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