National Day of Thanks: Prescription for a Divided Nation – Presented by Mark K. Lund, Financial Advisor in Utah
In late September of 1863, with the Civil War still raging, Abraham Lincoln proclaimed that the final Thursday in November would be a National Day of Thanks. He and his cabinet hoped that the day of solemn gratitude would help “heal the wounds of the nation.”1 But the decision to observe a national Thanksgiving holiday
What Is Our Evidence-Based Investment Philosophy and Why Does it Matter?
In this webinar Mark will present what exactly evidence-based investing is and why, when it comes to your time, your money, your future AND YOUR FAMILY. . . we choose EVIDENCE-BASED INVESTING. You may be asking: Doesn’t everyone invest with evidence? At first glance, nearly every investment recommendation may seem “evidence-based.” After all, what forecaster
The Keys to Sticking with a Budget are Keeping it Simple and Making it Purposeful – Presented by Mark K. Lund, Financial Advisor in Utah
The most significant thing you can do to take control of your finances is keep a budget. No matter your income level or stage of life, it will help enable you to do the most with your money and give you greater peace of mind. An ongoing budget not only gives you a current picture
Dreaming of an early retirement? Possible, but requires good planning – Presented by Mark K. Lund, Financial Advisor in Utah
A lot of Americans would like to quit their jobs for good. For anecdotal proof, just look at the booming sales in lottery tickets. But many people aren’t waiting to strike it rich to leave the workforce before the traditional retirement age. According to Barron’s, baby boomers (the 70-million-strong cohort born between 1946 and 1964),
WARNING Attempting to Pick Stocks Can Be DANGEROUS!
Facebook (META), a “darling” investment just a year ago, has been pretty much plummeting ever since (losing about $800 billion in market cap since Sept. 2021 – which is about a -70% loss). In fact, the stock is now underperforming the S&P 500 since it went public in 2012 – check out this staggering chart:
Summer Report Card: Active Fund Managers Demonstrate Bad Timing – Presented by Mark K. Lund, Financial Advisor in Utah
You’re driving down the interstate. Traffic is heavy and you’re running late. You get in the left lane, which is supposed to move faster. But for some reason it comes to a stop. So you dodge over to the right lane, which also stops. Now the left lane is moving again. So you signal to
