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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.

Don’t Be Fooled by These 4 Big Retirement Myths – Presented by Mark K. Lund, Financial Advisor in Utah

At age 52, George Jerjian thought he was immortal. He was at the height of his career in marketing, having won an Emmy as a producer. Then his doctor gave him the bad news. He had terminal cancer with perhaps six months to live. Jerjian quit work immediately, an unplanned early retirement. But he survived …

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Considerations for Dipping Into Your Emergency Fund – Presented by Mark K. Lund, Utah Financial Advisor

The AP reported that a Euclid, Ohio woman called 911 to report a crime. She had ordered eight pieces of chicken at a KFC drive-thru but the restaurant had given her only four pieces.1 “I want my chicken,” the woman was heard telling a dispatcher. She then requested that law enforcement come to the restaurant …

Considerations for Dipping Into Your Emergency Fund – Presented by Mark K. Lund, Utah Financial Advisor Read More

Ask Yourself, “Why Am I Reading This?” – Presented by Mark K. Lund, Financial Advisor in Utah

For most investors, 2022 was not a good year. Seemingly, week after week, the stock market was down.1 And to make matters worse, we endured the worst bond market in about 50 years. Meanwhile, the value of people’s portfolios was also being eroded by record inflation. These conditions had many investors wondering if there was …

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The Subsidy Is Running Out: Why Cheap Urban Amenities Aren’t So Cheap Anymore – Presented by Mark K. Lund, Financial Advisor in Utah

There’s an old business school joke about an entrepreneur who prices his widgets at half the cost of making them. “It’s true I’m losing money on every sale,” he explains, “But I’ll make up for it in volume.” Over the past decade this has seemingly been the business model of a host of tech-enabled companies. …

The Subsidy Is Running Out: Why Cheap Urban Amenities Aren’t So Cheap Anymore – Presented by Mark K. Lund, Financial Advisor in Utah Read More

Don’t Let Unfair Comparisons Steal Your Thankfulness – Presented by Mark K. Lund, Utah Financial Advisor

It’s always fun to look through an old newspaper, especially if it was printed more than 50 years ago. On the front page under bold headlines you can read about the biggest concerns of that day. It’s interesting to note how many urgent problems of that era are even thought about today. But even more …

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Three Reasons Why the 60/40 Allocation can be a Good Starting Point – Presented by Mark K. Lund, Financial Advisor in Utah

Many people have the misconception that the primary goal of investing is to make as much money as you can as fast as you can. Unfortunately, you can’t just order up outsized returns like a delivery pizza. You have to pay for your chance at them with concentrated risk. The bigger the potential payout, the …

Three Reasons Why the 60/40 Allocation can be a Good Starting Point – Presented by Mark K. Lund, Financial Advisor in Utah Read More

Don’t Ignore Financial Emotions. Instead, Plan for Them. – Presented by Mark K. Lund, Financial Advisor in Utah

In Homer’s Odyssey, the hero Odysseus is trying to get back home with his ship intact. At one point in their journey, he and his crewmen must pass near the rocks of the sirens. These are creatures with the bodies of birds and heads of women who sing magically enticing songs that cause men on passing …

Don’t Ignore Financial Emotions. Instead, Plan for Them. – Presented by Mark K. Lund, Financial Advisor in Utah Read More

When Making Major Financial Decisions, It Pays to Mind Your Qs – Presented by Mark K. Lund, Utah Financial Advisor

It seems like all the pharmaceutical ads on TV (or wherever you stream your content) follow the same formula. They say a few words about an illness or condition, then they show ordinary people enjoying the kinds of wonderful activities that make us all jealous on social media: Driving a vintage convertible along the coast, …

When Making Major Financial Decisions, It Pays to Mind Your Qs – Presented by Mark K. Lund, Utah Financial Advisor Read More

QUARTERLY CLIENT LETTER – 2023 Q3 – PROVIDED BY MARK K. LUND, UTAH FINANCIAL ADVISOR

Knowing What to Do Makes Less Room for Worry One of the clever dramatic devices you’ll find in Shakespeare is the letterdelivered-on-stage. As the recipient reads it aloud, the audience experiences all the emotions of the scene it’s describing just as if they had seen it happen. Of course, this is a useful way to …

QUARTERLY CLIENT LETTER – 2023 Q3 – PROVIDED BY MARK K. LUND, UTAH FINANCIAL ADVISOR Read More

When the Fear of Missing Out Causes You to Miss Out – Presented by Mark K. Lund, Financial Advisor in Utah

According to the American Heritage Idioms Dictionary, William Camden was the first to record the saying, “The early bird gets the worm.” He included it in his 1605 edition of English proverbs.1 Its straightforward meaning is that the person who arrives or acts first is more likely to get what he wants. It’s been a …

When the Fear of Missing Out Causes You to Miss Out – Presented by Mark K. Lund, Financial Advisor in Utah Read More

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