THE WEEK ON WALL STREET With the Fed in focus, the markets experienced wide price swings over the course of last week, as technology companies led the market lower. The Dow Jones Industrial Average slipped 0.24%, while the Standard & Poor’s 500 declined 0.21%. The Nasdaq Composite index dropped 1.54% for the week. The MSCI […]
The Fiduciary Advisor Report – Monday, May 9, 2022 – South Jordan, Utah Read More
You may not remember them, but there have been corrections in the U.S. stock market of between -3% to -48% during every single year of the last 42 years. The market has ended those years in negative territory only 7 times out of 42: As you can see, market volatility and corrections are nothing new
A Market Correction Does Not Mean A Negative Market Year Read More
Even those who have saved millions must prepare for a lifestyle adjustment. A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of drawing down their savings too fast. How can new retirees try to calm these worries? Two factors
Getting (Mentally) Ready to Retire – Presented by Mark K. Lund, Financial Advisor Read More
THE WEEK ON WALL STREET On Friday, a sharp sell-off sent major stock market indices into negative territory for the week, capping a volatile close to April. The Dow Jones Industrial Average declined 2.47%, while the Standard & Poor’s 500 tumbled 3.27%. The Nasdaq Composite index dropped 3.93% for the week. The MSCI EAFE index,
The Fiduciary Advisor Report – Monday, May 2, 2022 – South Jordan, Utah Read More
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
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
Protect your family assets for future generations. All too often, family wealth fails to last. One generation builds a business—or even a fortune— lost in the ensuing decades. Why does it happen, again and again? Often, families fall prey to serious money blunders, making classic mistakes, or not recognizing changing times. This article is for
Major Risks to Family Wealth – Presented by Mark K. Lund, Financial Planner Read More
THE WEEK ON WALL STREET Stocks posted losses in a holiday-shortened trading week as the first-quarter earnings season kicked off and investors digested new inflation data. The Dow Jones Industrial Average declined 0.78%, while the Standard & Poor’s 500 fell 2.13%. The Nasdaq Composite index dropped 2.63% for the week. The MSCI EAFE index,
The Fiduciary Advisor Report – Monday, April 18, 2022 – South Jordan, Utah Read More
And just like that, two years have passed since spring 2020. Two years since none of us had a clue how long COVID would linger … or how quickly today would arrive. Time can confound us that way, magically managing to crawl and fly at the same time. Capital markets are often as confounding, as
Quarterly Client Letter – 2022 Q1 Read More
What are your choices? What are the benefits? If you own an Individual Retirement Account (IRA), perhaps you have heard about Roth IRA conversions. Converting your traditional IRA to a Roth IRA might be a sound financial move depending on your situation. But remember, this article is for informational purposes only, not a replacement for
Roth IRA Conversions – Presented by Mark K. Lund, Investment Advisor Read More
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