Articles

Investment Management
Blog
Mark Lund

Major Risks to Family Wealth

Will your accumulated assets be threatened by them? Provided by Mark K. Lund, Financial Advisor All too often, family wealth fails to last. One generation builds a business – or even a fortune – and it is lost in ensuing decades. Why does it happen, again and again? Often, families fall prey to serious money

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Investment Management
Blog
Mark Lund

Three Key Questions to Answer Before Taking Social Security


When to start? Should I continue to work? How can I maximize my benefit? Provided by Mark K. Lund, Financial Planner Social Security will be a critical component of your financial strategy in retirement, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the most

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Investment Management
Blog
Mark Lund

The Cost of Procrastination

Don’t let procrastination keep you from pursuing your financial goals. Provided by Mark K. Lund, Financial Advisor Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration

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Ten Years, Tremendous Gains

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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Retirement Now vs. Retirement Then

Today’s retirees must be more self-reliant than their predecessors. Decades ago, retirement was fairly predictable: Social Security and a pension provided much of your income, you moved to the Sun Belt, played tennis or golf, and you lived to age 70 or 75. To varying degrees, this was the American retirement experience during the last

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