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Investment Management
Blog
Mark Lund

A Retirement Fact Sheet – Provided by Mark K. Lund, Financial Advisor

Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. Up to 85% of a retiree’s Social Security income can be taxed. Some retirees are taken aback when they discover this. In addition to

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Fiduciary Financial Advisor in Utah
Blog
Mark Lund

The Fiduciary Advisor Report – Monday, February 17, 2020 – Sandy Utah

THE WEEK ON WALL STREET Daily headlines about the coronavirus had little impact on stock market averages last week. Earnings and mergers had more influence. All three Wall Street benchmarks improved. The Nasdaq Composite rose 2.21%, outpacing the S&P 500, up 1.58%, and the Dow Jones Industrial Average, up 1.02%. The MSCI EAFE index, which

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Investment Management
Blog
Mark Lund

Debunking Common Retirement Assumptions


Don’t fall for these misconceptions. Provided by Mark K. Lund, Investment Advisor Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few. Retirement means I can stop investing. In the past, retirement was viewed as an “end” in many ways.

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Fiduciary Financial Advisor in Utah
Blog
Mark Lund

The Fiduciary Advisor Report – Monday, February 3, 2020

THE WEEK ON WALL STREET Stock benchmarks declined for a second straight week as coronavirus news tempered risk appetite. The S&P 500 fell 2.14% on the week. The Nasdaq Composite dipped 1.76%, and the Dow Jones Industrial Average, 2.55%. Away from North America, developed markets slumped 2.24%, according to MSCI’s EAFE index.1,2 THE Fed Makes

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