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Mark Lund

Mark K. Lund is the firms founder, CEO and author of The Effective Investor, a #1 best seller. He has written articles for or been quoted in: The Wall Street Journal, The Salt Lake Tribune, The Enterprise Newspaper, The Utah Business Connect Magazine, US News & World Report, and Newsmax.com, just to name a few. You may also have seen him on KUTV Channel 2, or as a guest speaker at a local association or business. In his book, The Effective Investor, Mark exposes the false narrative magazines, media, big Wall Street firms, and most advisors want you to believe. The good news is that Mark will show you that you don’t need their speculative ways of investing in order to be a successful investor. GET A FREE COPY WHEN YOU SCHEDULE YOUR INITIAL CONSULTATION.

Financial Advisor Utah

Roth IRA Conversions – Presented by Mark K. Lund, Investment Advisor

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

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, April 4, 2022 – Salt Lake County, Utah

THE WEEK ON WALL STREET Stocks spent last week digesting the sharp gains of previous weeks as investors assessed a tightening yield curve, the war in Ukraine, and an uncertain outlook for economic growth and inflation.   The Dow Jones Industrial Average slipped 0.12%, while the Standard & Poor’s 500 was flat (+0.06%). The Nasdaq

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Financial Advisor Utah

Taking Charge of Your Financial Life – Presented by Mark K. Lund, Financial Planner

Delegating responsibilities to others may lead to problems down the road. When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another takes on the shopping. You might also decide which one of you vacuums and which one of you dusts. This

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, March 28, 2022 – Sandy, Utah

THE WEEK ON WALL STREET With growing confidence in the economy’s resilience, stocks posted another week of solid gains.  The Dow Jones Industrial Average rose 0.31%, while the Standard & Poor’s 500 advanced 1.79%. The Nasdaq Composite index picked up 1.98% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, added

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Financial Advisor Utah

States Are Requiring Retirement Plans – Presented by Mark K. Lund, Financial Advisor

Will new mandates solve an old financial problem? Too many Americans save too little for retirement. This problem has been discussed for decades in all kinds of media, and there seems to be no easy way to solve it. Fourteen states are giving it a try, however: they have passed or introduced laws requiring or

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, March 21, 2022 – Sandy, Utah

THE WEEK ON WALL STREET With the Fed embarking on a new course of monetary tightening amid continued fighting in Ukraine, stocks staged a powerful, broad-based rally last week.   The Dow Jones Industrial Average jumped 5.49%, while the Standard & Poor’s 500 gained 6.16%. The Nasdaq Composite index soared 8.18% for the week. The

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Financial Advisor Utah

Retirement Preparation Mistakes
 – Presented by Mark K. Lund, Financial Advisor

Why are they made again and again? Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. Yet whether they result

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 – Presented by Mark K. Lund, Financial Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, March 14, 2022 – Sandy, Utah

THE WEEK ON WALL STREET Intensifying hostilities in Ukraine continued to unsettle markets, as investors grappled with the war’s impact on the global economies.   The Dow Jones Industrial Average lost 1.99%, while the Standard & Poor’s 500 dropped 2.88%. The Nasdaq Composite index fell 3.53% for the week. The MSCI EAFE index, which tracks

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Financial Advisor Utah

RMDs Get a Small Reprieve
 – Presented by Mark K. Lund, Financial Advisor

2022 brings new life expectancy tables. For the first time in nearly 20 years, the IRS has released updated actuarial or life expectancy tables. Those who take required minimum withdrawals (RMD) from retirement accounts may already know we use these tables to calculate your RMD. Using these new tables is relatively simple, but here are

RMDs Get a Small Reprieve
 – Presented 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!

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

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