Quarterly Market Review – Q1 2024
After Unexpected Gains, Should We Automatically Expect Heavy Losses? Presented by Mark K. Lund, Financial Advisor The market in the first quarter of 2024 defied the expectations of the leading indicators (and conventional wisdom) to continue its upward path. Howard Silverblatt, writing for the S&P Dow Jones Indices report, put it aptly. “Neither inflation nor
Answering the Question: Where Do We Go From Here?
Even as the stock market has continued to climb recently month in and month out, investors are becoming uneasy.1 They worry that inflation will once again run rampant. That the Fed will not cut interest rates. And that what seems like a promising economic recovery will run out of gas. The uncertainty about the future
Aging Alone Can Work, If You Have a Support Plan
Presented by Mark K. Lund, Financial Advisor America has roughly 5 million people age 65 to 74 who are single and childless.1 While these solo retirees report that they enjoy their independence and added freedom, they are also worried about the downsides of being alone, such as loneliness and not having someone to rely on
Love Means Having an Estate Plan
Presented by Mark K. Lund, Utah Financial Advisor Shortly after Aretha Franklin died, it was revealed that she had not left a formal will. At the time of her death the 18-Grammy-winning Queen of Soul had an estimated worth of $80 million and a catalog of intellectual property which was sure to continue generating royalties.
How We Tend to Project Our Own Situation onto the Economy – Presented by Mark K. Lund, Utah Financial Advisor
You see one headline that says, “Inflation Finally Under Control,” followed by one that reads, “Banks Wary of Further Inflation.” A news outlet announces, “Unemployment Near Record Low.” Yet on the same day another says, “Tech Companies Eliminate Thousands of Jobs.” You might wonder, are we in good economic times or bad? What’s really going
Working Past Retirement Age Has Advantages, but Statistics Show You Can’t Count on It Happening
There are obvious advantages to working past the typical retirement age of 65. First, in many people’s minds, is money. Making an income and continuing to save while not drawing down your nest egg can have a big financial impact, especially if you’re trying to catch up. Second, if you enjoy your work, it can
