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December 6, 2021

Financial Advisor Utah

2022 Contribution Limits
 – Presented by Mark K. Lund, Financial Advisor

Blog, The Effective Investor Newsletter / By

Is it time to contribute more? Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (IRS) announced new contribution limits for 2022. Staying put for 2022 are traditional Individual Retirement Accounts (IRAs), with the limit remaining at $6,000. The catch-up contribution for traditional IRAs remains $1,000 as well.1 For […]

2022 Contribution Limits
 – Presented by Mark K. Lund, Financial Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, December 6, 2021 – Park City, Utah

Blog, The Mark Lund Growth Report / By

THE WEEK ON WALL STREET Stocks took investors on a wild ride last week as the Omicron variant and Fed comments upended market expectations.  The Dow Jones Industrial Average fell 0.91%, while the Standard & Poor’s 500 stumbled 1.22%. The Nasdaq Composite index dropped 2.62% for the week. The MSCI EAFE index, which tracks developed

The Fiduciary Advisor Report – Monday, December 6, 2021 – Park City, 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. 

 

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