As seen in

Blog

How to Keep “Fun Money” From Derailing Your Investing Plan – Presented by Mark K. Lund, Financial Advisor in Utah

Dale Carnegie, one of the 20th century’s most recognized authorities on reaching your full potential, argued for the importance of enjoyment in life. “People rarely succeed,” he wrote, “unless they have fun in what they are doing.”1 Even when you’re working toward a goal that requires discipline, such as saving for retirement, you must plan

Read More »

Do Declining Diesel Prices Predict a Recession? – Presented by Mark K. Lund, Financial Advisor in Utah

Before the devastating tsunamis of 2004 rolled over the coastlands around the Indian Ocean, local animals seemed to sense the coming disaster. Eyewitnesses reported that elephants moved to higher ground, flamingos abandoned their low-lying nesting areas, and buffalo stampeded to a hilltop—in some cases hours before the deadly waves struck.1 Scientists are still trying to

Read More »

Annualized returns are POSITIVE, even after entering a recession

Yes, you read that correctly – annualized returns are POSITIVE, even after entering a recession. Just check out the graphic and info below from Dimensional if it seems unbelievable! From economists to rideshare drivers, it seems that many are fretting over the looming possibility of a recession. Markets may be in agreement, as we have

Read More »

Book a Free Consultation

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!

Contact Us

© 2023 Stonecreek Wealth Advisors, Inc. A fiduciary, independent, fee-only, Registered Investment Advisor

Scroll to Top