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November 29, 2021

Financial Advisor Utah

The Need for Power of Attorney – Presented by Mark K. Lund, Financial Advisor

POAs and other advanced directives are becoming more important. The point of the POA. A power of attorney (POA) is a legal instrument that delegates an individual’s legal authority to another person. If an individual is incapacitated, the POA assigns a trusted party to make decisions on his or her behalf. There are nondurable, springing, […]

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, November 29, 2021 – Park City, Utah

THE WEEK ON WALL STREET News of a new, highly virulent COVID variant triggered a market sell-off on Friday, sending stocks into negative territory for the week.  The Dow Jones Industrial Average slid 1.97%, while the Standard & Poor’s 500 slumped 2.20%. The Nasdaq Composite index lost 3.52% for the week. The MSCI EAFE index,

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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. 

 

Enjoy retirement as you’ve always envisioned

We’re here to help, no matter where you’re starting from!

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