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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.

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, November, 2021 – Salt Lake County, Utah

THE WEEK ON WALL STREET A fresh wave of positive corporate earnings surprises sent markets to new record highs last week. The Dow Jones Industrial Average increased 0.40%, while the Standard & Poor’s 500 rose 1.33%. The Nasdaq Composite index picked up 2.71% for the week. The MSCI EAFE index, which tracks developed overseas stock […]

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Financial Advisor Utah

The Expanded Child Tax Credit – Presented by Mark K. Lund, Financial Planner

The federal government has upgraded its Child Tax Credit. Thanks to the American Rescue Plan Act, there are four notable differences in effect for the 2021 tax year only.1 First, the Internal Revenue Service is paying many families who qualify for the CTC 50% of their credit before 2021 ends. Second, the credit has grown

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, October 25, 2021 – South Jordan, Utah

THE WEEK ON WALL STREET Stocks rallied last week on a stream of positive corporate earnings surprises. The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 advanced 1.64%. The Nasdaq Composite index gained 1.29% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, was up 0.23%.1,2,3 EARNINGS

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Financial Advisor Utah

A 6.1% Bump in Social Security?
 – Presented by Mark K. Lund, Financial Advisor

COLA and Social Security. The news keeps getting better for Social Security recipients. It’s now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1,2 It’s all about inflation. Social Security cost of living adjustments (COLA) are based on

A 6.1% Bump in Social Security?
 – Presented by Mark K. Lund, Financial Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, October 11, 2021 – South Jordan, Utah

THE WEEK ON WALL STREET The overhang of bumping against the federal debt ceiling was lifted last week with an agreement to extend the debt ceiling through early December, helping propel stocks to a weekly gain.  The Dow Jones Industrial Average increased by 1.22%, while the Standard & Poor’s 500 added 0.79%. The Nasdaq Composite

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Financial Advisor Utah

The Quiet Fall in Bond Yields – Presented by Mark K. Lund, Financial Advisor

What’s behind the quiet fall in bond yields? With all the attention given to inflation, stock prices, and job reports, it’s been easy to overlook the remarkable move in the bond market during the past few months. The yield on the 10-year treasury closed at 1.37% on Friday, July 9, down from its 2021 high

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, October 4, 2021 – South Jordan, Utah

THE WEEK ON WALL STREET Higher bond yields and a legislative stalemate in Washington, D.C., added up to losses for the week. The Dow Jones Industrial Average declined 1.36%, while the Standard & Poor’s 500 lost 2.21%. The Nasdaq Composite index fell 3.20%. The MSCI EAFE index, which tracks developed overseas stock markets, shed 2.58%.1,2,3

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Financial Advisor Utah

The Pros and Cons of Early Retirement Plan Rollovers – Presented by Mark K. Lund, Investment Advisor

Should you withdraw and reinvest your retirement plan money while you are still on the job? Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these rollovers can happen and the

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, September 27, 2021 – South Jordan, Utah

THE WEEK ON WALL STREET Stocks prices were whipsawed last week, dragged initially lower by financial contagion worries and later lifted by a supportive Fed policy statement. The Dow Jones Industrial Average gained 0.62%, while the Standard & Poor’s 500 advanced 0.51%. The Nasdaq Composite index was flat (+0.02%) for the week. The MSCI EAFE

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Financial Advisor Utah

Ways to Fund Special Needs Trusts
 – Presented by Mark K. Lund, Financial Planner

A look at the different choices & strategies. If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be used to address those financial challenges. Most importantly,

Ways to Fund Special Needs Trusts
 – Presented by Mark K. Lund, Financial Planner 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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