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December 14, 2020

Financial Advisor Utah

Speed Bumps & Headlines – Presented by Mark K. Lund, Financial Planner

Focus on your overall approach during times of short-term volatility. As an investor, it can be tempting to get caught up in daily news headlines. Consider how news about the election and COVID-19 vaccines have moved the markets over the past several weeks. But having a financial strategy can help you ignore short-term volatility and […]

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, December 14, 2020 – Draper Utah

THE WEEK ON WALL STREET Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill.  The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq Composite index fell 0.69% for the week. The MSCI EAFE index, which tracks developed overseas stock markets,

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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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