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November 30, 2020

Financial Advisor Utah

Election 2020: Biden’s Policy Initiatives
 – Presented by Mark K. Lund, Financial Planner

Potential proposals and their legislative requirements. With the outcome of the presidential election still undecided—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to review what type of legislative support would be needed to pass certain proposals of Joe Biden. The key item to remember is […]

Election 2020: Biden’s Policy Initiatives
 – Presented by Mark K. Lund, Financial Planner Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, November 30, 2020 – Park City Utah

THE WEEK ON WALL STREET Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty.  The Dow Jones Industrial Average rose 2.21%, while the Standard & Poor’s 500 added 2.27%. The Nasdaq Composite index, which has led all year, gained 2.96%. The MSCI EAFE index, which

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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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