Blog

Investment Management
Blog
Mark Lund

Major Risks to Family Wealth

Will your accumulated assets be threatened by them? Provided by Mark K. Lund, Financial Advisor All too often, family wealth fails to last. One generation builds a business – or even a fortune – and it is lost in ensuing decades. Why does it happen, again and again? Often, families fall prey to serious money

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Fiduciary Financial Advisor in Utah
Blog
Mark Lund

Growth Report – Monday, June 17, 2019

THE WEEK ON WALL STREET Stocks advanced for a second straight week. The S&P 500 benchmark rose 0.47%; the Nasdaq Composite, 0.70%; the Dow Jones Industrial Average, 0.41%. Overseas shares, as tracked by the MSCI EAFE developed markets index, added 0.20%.1-2 The market seemed to put its recent preoccupation with trade issues aside, with attention

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Investment Management
Blog
Mark Lund

Three Key Questions to Answer Before Taking Social Security


When to start? Should I continue to work? How can I maximize my benefit? Provided by Mark K. Lund, Financial Planner Social Security will be a critical component of your financial strategy in retirement, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the most

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Fiduciary Financial Advisor in Utah
Blog
Mark Lund

Growth Report – Monday, June 10, 2019

THE WEEK ON WALL STREET Stocks rallied during a week in which Wall Street was buffeted by headlines. The S&P 500 rose 4.41%. The Nasdaq Composite and Dow Jones Industrial Average respectively added 3.88% and 4.71%. The MSCI EAFE index of overseas stocks improved 2.02% across five days.1-2 Following a mixed Monday, the market jumped

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Investment Management
Blog
Mark Lund

The Cost of Procrastination

Don’t let procrastination keep you from pursuing your financial goals. Provided by Mark K. Lund, Financial Advisor Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration

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Fiduciary Financial Advisor in Utah
Blog
Mark Lund

Growth Report – Monday, June 3, 2019

THE WEEK ON WALL STREET Stocks struggled during a 4-day market week as the U.S.-China trade standoff continued to weigh on the minds of market participants. From the Friday, May 24 close to the Friday, May 31 close, the S&P 500 retreated 2.62%; the Nasdaq Composite, 2.41%; the Dow Jones Industrial Average, 3.01%. The MSCI

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