Articles

Investment Management
Blog
Mark Lund

Why Having a Financial Planner Matters


A good professional provides important guidance and insight through the years. Provided by Mark K. Lund, Financial Planner What kind of role can a financial planner play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long-lasting.

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Fiduciary Financial Advisor in Utah
Blog
Mark Lund

Growth Report – Monday, October 14, 2019

THE WEEK ON WALL STREET Stock prices pushed higher last week, as investors remained hyper-focused on any new developments with the U.S. trade negotiations with China. The Dow Jones Industrial Average picked up 0.91%, while the Standard & Poor’s 500 rose 0.62%. The Nasdaq Composite index gained 0.93% for the week. The MSCI EAFE index,

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Investment Management
Blog
Mark Lund

A Bucket Plan to Go with Your Bucket List

A way to help you prepare. Provided by Mark K. Lund, Financial Advisor The baby boomers redefined everything they touched, from music to marriage to parenting and even what “old” means – 60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets. There is no easy

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Investment Management
Blog
Mark Lund

Your Diversified Portfolio vs. the S&P 500

How global returns and proper diversification are affecting overall returns. Provided by Mark K. Lund, Financial Planner “Is your portfolio underperforming the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that even

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Investment Management
Blog
Mark Lund

A Retirement Fact Sheet

Some specifics about the “second act.” Provided by Mark K. Lund, Financial Advisor 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

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Investment Management
Blog
Mark Lund

Will You Avoid These Estate Planning Mistakes?

Too many wealthy households commit these common blunders. Provided by Mark K. Lund, Investment Advisor Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some common and not-so-common errors to

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