Articles

Investment Management
Blog
Mark Lund

A Retirement Fact Sheet – Provided by Mark K. Lund, Financial Advisor

Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. Up to 85% of a retiree’s Social Security income can be taxed. Some retirees are taken aback when they discover this. In addition to

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Investment Management
Blog
Mark Lund

Debunking Common Retirement Assumptions


Don’t fall for these misconceptions. Provided by Mark K. Lund, Investment Advisor Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few. Retirement means I can stop investing. In the past, retirement was viewed as an “end” in many ways.

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Investment Management
Blog
Mark Lund

Measuring the Value of a Financial Advisor

One study asserts that the relationship with a financial advisor can make a difference for investors. Provided by Mark K. Lund What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempts to answer that question. Vanguard’s whitepaper concludes that when

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Investment Management
Blog
Mark Lund

Reducing the Risk of Outliving Your Money

What steps might help you sustain and grow your retirement savings? Provided by Mark K. Lund, Investment Advisor “What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving my money” will likely be one of the top answers. In fact, 51% of investors surveyed for a 2019

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Investment Management
Blog
Mark Lund

Cybersecurity


Protecting yourself from potential calamity. Cybercrime affects both large corporations and private individuals. You’ve likely read about the large data breaches in the business world. These crimes are both expensive and on the rise. The U.S. Identity Theft Resource Center says that these corporate data breaches reached a peak of 1,632 in 2017. The response to

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