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December 20, 2021

Financial Advisor Utah

Making Sense of Seemingly Inconsistent Numbers
 – Presented by Mark K. Lund, Investment Advisor

Wise investors take the “big picture” view. It can be incredibly difficult to make sense of data. A report coming from one body may tell you one thing, and another report might seem to offer a wholly different perspective. Such is the case with August’s jobs numbers from the Department of Labor. There was a […]

Making Sense of Seemingly Inconsistent Numbers
 – Presented by Mark K. Lund, Investment Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, December 20, 2021 – Salt Lake County

THE WEEK ON WALL STREET Stock prices retreated last week as global central banks joined the Federal Reserve in taking steps to tighten monetary policy.  The Dow Jones Industrial Average fell 1.68%, while the Standard & Poor’s 500 dropped 1.94%. The Nasdaq Composite index tumbled 2.95% for the week. The MSCI EAFE index, which tracks

The Fiduciary Advisor Report – Monday, December 20, 2021 – Salt Lake County 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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