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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

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Financial Advisor Utah
Mark Lund

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),

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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:

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To Begin The Proces Simply call or Click "Let's Begin"

Once you schedule your free initial consultation, we will send you a short First Appointment Questionnaire. The First Appointment Questionnaire gives us a brief overview of how you envision retirement, your current situation, and your investment experience. When we meet, we will clarify how you measure success and what’s most important to you about your money. It’s that simple!

Enjoy retirement as you’ve always envisioned

We’re here to help, no matter where you’re starting from!

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