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May 4, 2023

Annualized returns are POSITIVE, even after entering a recession

Yes, you read that correctly – annualized returns are POSITIVE, even after entering a recession. Just check out the graphic and info below from Dimensional if it seems unbelievable! From economists to rideshare drivers, it seems that many are fretting over the looming possibility of a recession. Markets may be in agreement, as we have […]

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Quarterly Client Letter – 2023 Q1 – Provided by Mark K. Lund, Financial Advisor

First Quarter 2023 Growth Report – Presented by Mark K. Lund When Staying Calm Seems Like a Contrarian Course of Action The behavior of the market over the first quarter of 2023 shows, among other things, just how much the major indexes ignore the calendar. With a volatile 2022 behind us, many expected the market

Quarterly Client Letter – 2023 Q1 – Provided by Mark K. Lund, Financial Advisor 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!

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