logo
As seen in

July 11, 2022

Financial Advisor Utah

What to do during a bear market – Presented by Mark K. Lund Financial Planner

It’s not news to anyone that the first half of this year has been rough on investors. After reaching record levels at the end of 2021, the market has experienced six months of volatility and decline.1 In fact, coming on the heels of such sustained gains has made this year’s retreats even harder to stomach. […]

What to do during a bear market – Presented by Mark K. Lund Financial Planner Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, July 11, 2022 – Park City Utah

THE WEEK ON WALL STREET In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields. The Dow Jones Industrial Average increased 0.77%, while the Standard & Poor’s 500 rose 1.94%. The Nasdaq Composite index picked up 4.56% for the week. The MSCI EAFE index, which tracks developed

The Fiduciary Advisor Report – Monday, July 11, 2022 – 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. 

 

Enjoy retirement as you’ve always envisioned

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

© 2024 Stonecreek Wealth Advisors, Inc. A fiduciary, independent, fee-only, Registered Investment Advisor

Scroll to Top