Blog

Investment Management
Blog
Mark Lund

Annual Financial To-Do List

Things you can do for your future as the year unfolds. Provided by Mark K. Lund, Investment Advisor What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building

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Fiduciary Financial Advisor in Utah
Blog
Mark Lund

The Fiduciary Report – Monday, December 9, 2019

THE WEEK ON WALL STREET Key Wall Street benchmarks were up and down last week – or rather down and then up. A Tuesday retreat was offset by a Friday rally spurred by the Department of Labor’s November jobs report. While the S&P 500 managed to rise 0.16% for the week, the Dow Jones Industrial

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Investment Management
The Effective Investor Newsletter
Mark Lund

Rebalancing Your Portfolio


Should investors make regular adjustments? Provided by Mark K. Lund, Financial Planner Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may be possible to have too much of a good thing. Over time, the

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Fiduciary Financial Advisor in Utah
Blog
Mark Lund

The Fiduciary Report – Monday, December 2, 2019 – Draper Utah

THE WEEK ON WALL STREET As November wrapped up, U.S. equity benchmarks advanced. Stocks were again aided by a sense of optimism that a preliminary U.S.-China trade deal could be near. For the week, the Nasdaq Composite added 1.87%; the S&P 500, 1.21%; the Dow Jones Industrial Average, 1.03%. The MSCI EAFE index, which measures

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Investment Management
Blog
Mark Lund

Systematic Withdrawal Strategies

Should you arrange automatic distributions from your retirement or investment accounts? Provided by Mark K. Lund, Investment Advisor Some retirees wish they could simplify money management. Estimating investment income, annual retirement plan distributions, and quarterly taxes can be a chore. This is why some retirees choose to make systematic withdrawals. Just as they contributed a

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