Blog

Investment Management
Blog
Mark Lund

Why Having a Financial Planner Matters


A good professional provides important guidance and insight through the years. Provided by Mark K. Lund, Financial Planner What kind of role can a financial planner play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long-lasting.

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Fiduciary Financial Advisor in Utah
Blog
Mark Lund

Growth Report – Monday, October 14, 2019

THE WEEK ON WALL STREET Stock prices pushed higher last week, as investors remained hyper-focused on any new developments with the U.S. trade negotiations with China. The Dow Jones Industrial Average picked up 0.91%, while the Standard & Poor’s 500 rose 0.62%. The Nasdaq Composite index gained 0.93% for the week. The MSCI EAFE index,

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Investment Management
Blog
Mark Lund

A Bucket Plan to Go with Your Bucket List

A way to help you prepare. Provided by Mark K. Lund, Financial Advisor The baby boomers redefined everything they touched, from music to marriage to parenting and even what “old” means – 60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets. There is no easy

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Fiduciary Financial Advisor in Utah
Blog
Mark Lund

Growth Report – Monday, October 7, 2019

THE WEEK ON WALL STREET The fourth quarter started with a mixed week for equities. A slip for an index of U.S. manufacturing activity proved to be a market mover, more so than the latest jobs report. The Dow Jones Industrial Average lost 0.92% for the week; the S&P 500, 0.33%. In contrast, the Nasdaq

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Investment Management
Blog
Mark Lund

Your Diversified Portfolio vs. the S&P 500

How global returns and proper diversification are affecting overall returns. Provided by Mark K. Lund, Financial Planner “Is your portfolio underperforming the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that even

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Fiduciary Financial Advisor in Utah
Blog
Mark Lund

Growth Report – Monday, September 30, 2019

THE WEEK ON WALL STREET Stocks retreated last week. Traders worried that the formal impeachment inquiry of President Donald Trump might distract White House officials from their pursuit of a trade deal with China and shift the focus of Congress away from consideration of the United States-Mexico-Canada Agreement (USMCA). Also, news broke Friday that the

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