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February 8, 2021

Financial Advisor Utah

Distributions from Mutual Funds
 – Presented by Mark K. Lund, Investment Advisor

Blog, The Effective Investor Newsletter / By

Watch Your December Statements. This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause for concern. Many mutual funds in December pay shareholders capital gains distributions that they have accumulated throughout the year.1 Typically, mutual fund companies start making estimates […]

Distributions from Mutual Funds
 – Presented by Mark K. Lund, Investment Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, February 8, 2021 – Sandy Utah

Blog, The Mark Lund Growth Report / By

THE WEEK ON WALL STREET Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings. The Dow Jones Industrial Average gained 3.89%, while the Standard & Poor’s 500 advanced 4.65%. The Nasdaq Composite index jumped 6.01% for the week. The MSCI EAFE index, which tracks developed overseas

The Fiduciary Advisor Report – Monday, February 8, 2021 – Sandy Utah Read More

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