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January 24, 2022

Financial Advisor Utah

Is Inflation Peaking?
 – Presented by Mark K. Lund, Financial Planner

One lesser-known indicator is called the Baltic Dry Index. You see it in prices at the grocery store and the gas station. You feel it in your monthly budget. So why don’t the financial markets seem too concerned about inflation? Remember, financial markets are considered “discounting mechanisms,” meaning they are looking six- to nine-months into […]

Is Inflation Peaking?
 – Presented by Mark K. Lund, Financial Planner Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, January 24, 2022 – Draper Utah

THE WEEK ON WALL STREET Stocks extended their January retreat as worries over inflation and rising bond yields continued to exert downward pressure on prices.    The Dow Jones Industrial Average slid 4.58%, while the Standard & Poor’s 500 sank 5.68%. The Nasdaq Composite index dropped 7.55% for the week. The MSCI EAFE index, which

The Fiduciary Advisor Report – Monday, January 24, 2022 – Draper 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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