THE WEEK ON WALL STREET Stocks powered to another week of gains as the S&P 500 and Nasdaq Composite set multiple new record highs along the way. The Dow Jones Industrial Average was essentially unchanged while the Standard & Poor’s 500 rose by 0.72%. The Nasdaq Composite index added 2.65% for the week. The MSCI […]
The Fiduciary Advisor Report – Monday, August 24, 2020 – Sandy, Utah Read More
Election years cause some anxiety. With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many states will be selecting governors, representatives, and senators, while the country itself will be voting in the presidential election. Even though these
Will Political Changes Affect the Economy? – Presented by Mark K. Lund, Financial Advisor Read More
THE WEEK ON WALL STREET Stock prices drifted higher in an otherwise quiet news week, as a slowdown in new COVID-19 cases outweighed a Congressional impasse on a new fiscal spending measure. The Dow Jones Industrial Average gained 1.81%, while the Standard & Poor’s 500 rose by 0.64%. The Nasdaq Composite Index inched 0.08% higher
The Fiduciary Advisor Report – Monday, August 17, 2020 – Sandy, Utah Read More
This early financial decision could prove helpful over time. Want to give your child or grandchild a great financial start? A Roth IRA might be a choice to consider. There are many reasons why starting a Roth IRA for a teenager may be a sound financial strategy. Read on to learn more about how doing
Starting a Roth IRA for a Teen – Presented by Mark K. Lund, Investment Advisor Read More
THE WEEK ON WALL STREET Overlooking stalled efforts by Congress to pass a new fiscal stimulus bill, stocks marched higher last week with the Dow Jones Industrials leading the way and the NASDAQ Composite setting multiple fresh record highs. The Dow Jones Industrial Average gained 3.80%, while the Standard & Poor’s 500 rose by 2.45%.
The Fiduciary Advisor Report – Monday, August 10, 2020 – Sandy, Utah Read More
Investors may be eligible to “undo” certain retirement account withdrawals before September. In March, the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law. It was designed to help Americans impacted by the COVID-19 pandemic.1 The new law offered investors a financial break. It gave people the option to skip required minimum distributions (RMDs)
THE WEEK ON WALL STREET Stocks were mixed last week amid a busy week of earnings, some troubling economic data, and seemingly little progress on a new fiscal stimulus package. The Dow Jones Industrial Average slipped 0.16%, while the Standard & Poor’s 500 increased by 1.73%. The Nasdaq Composite Index surged 3.69% for the week.
The Fiduciary Advisor Report – Monday, August 3, 2020 – Sandy, Utah Read More
Financial results are reported each quarter. Every few months, you may hear the phrase “we’re entering earnings season” as you read financial news. But what exactly is “earnings season” and why is it important to Wall Street? Earnings season is the period of time when a majority of publicly traded companies release their quarterly financial
What Is Earnings Season? – Presented by Mark Lund, Investment Advisor Read More
THE WEEK ON WALL STREET Stocks slipped in the final days of trading last week on higher jobless claims and rising tensions in the U.S.-China relationship. The Dow Jones Industrial Average lost 0.76%, while the Standard & Poor’s 500 dipped 0.28%. The Nasdaq Composite Index dropped 1.33% for the week. The MSCI EAFE Index,
The Fiduciary Advisor Report – Monday, July 27, 2020 – Salt Lake County, Utah Read More
A look at Regulation Best Interest. Recently, you may have heard that financial industry regulators established a new set of rules designed to guide investors who work with an investment professional. This new set of rules is called “Regulation Best Interest” rule, known colloquially as “Reg BI.” 1 This rule establishes a series of guidelines
What is Reg BI? – Presented by Mark K. Lund, Financial Planner Read More
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