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Why You Shouldn’t Count on a Big Inheritance to Bail out Your Retirement Savings – Presented by Mark K. Lund, Financial Advisor in Utah

One of the staples of classic novels is the unexpected inheritance. If Charles Dickens or Jane Austen or Louisa May Alcott needed a happy ending, they would have their protagonist come into an unanticipated fortune.1 Not surprisingly, it’s a popular idea outside of fiction. And for several decades the media has been telling us that

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Yes, All-Time Highs Are Approaching

With many asset categories approaching all-time highs (as they inevitably do), the question many investors begin to ask themselves is: Should I sit on the sidelines and wait for a pullback? Although, this thought process is a natural response to something that can be volatile like the stock market, the idea of sitting on the

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