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April 25, 2022

Financial Advisor Utah

How Market Cycles Can Impact Retirements
 – Presented by Mark K. Lund, Investment Advisor

Blog, The Effective Investor Newsletter / By

Sequence of returns can play a role in your overall portfolio. A thoughtful retirement strategy may help you pursue your many retirement goals. That strategy must consider many factors, and here are just a few: your income needs, the order of your withdrawals from taxable and tax-advantaged retirement accounts, the income tax implications of those […]

How Market Cycles Can Impact Retirements
 – Presented by Mark K. Lund, Investment Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, April 25, 2022 – Lehi, Utah

Blog, The Effective Investor Newsletter / By

THE WEEK ON WALL STREET Hawkish comments from Fed Chair Jerome Powell overshadowed many largely positive earnings results, sending stocks lower for the week. The Dow Jones Industrial Average declined 1.86%, while the Standard & Poor’s 500 dropped 2.75%. The Nasdaq Composite index fell 3.83% for the week. The MSCI EAFE index, which tracks developed

The Fiduciary Advisor Report – Monday, April 25, 2022 – Lehi, 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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