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August 16, 2021

Financial Advisor Utah

Inflation Can Be a Scary Word
 – Presented by Mark K. Lund, Financial Advisor

There are compelling reasons to adopt a wait-and-see approach. Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.” The recent reading on consumer prices put inflation back into the conversation. The Consumer Price Index (CPI) rose 0.8% in April […]

Inflation Can Be a Scary Word
 – Presented by Mark K. Lund, Financial Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, August 16, 2021 – Sandy, Utah

THE WEEK ON WALL STREET Looking past inflation figures and Delta variant trends, stocks last week found a way to climb higher and set fresh record highs in the process. The Dow Jones Industrial Average rose 0.87%, while the Standard & Poor’s 500 advanced 0.71%. The Nasdaq Composite index was flat (-0.09%) for the week.

The Fiduciary Advisor Report – Monday, August 16, 2021 – Sandy, 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. 

 

Enjoy retirement as you’ve always envisioned

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