Articles

Investment Management
Blog
Mark Lund

Key Provisions of the CARES Act – Provided by Mark K. Lund, Financial Advisor

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees.1 To put this monumental

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Investment Management
Blog
Mark Lund

Pullbacks, Corrections, and Bear Markets
 – Provided by Mark K. Lund, Financial Advisor

What’s the difference? What do these terms mean for you? The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is trending lower. Worried investors believe “this time it’s different.” When the market drops, some investors lose perspective that

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Investment Management
Blog
Mark Lund

Tremendous Gains Since 2009, Presented by Mark K. Lund

A look at where stocks were in 2009 and how they have performed since. Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street then? When the closing bell rang at the New York Stock Exchange that Monday afternoon, it marked the end of another down day for equities. Just

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