QUARTERLY CLIENT LETTER – 2023 Q3 – PROVIDED BY MARK K. LUND, UTAH FINANCIAL ADVISOR
Knowing What to Do Makes Less Room for Worry One of the clever dramatic devices you’ll find in Shakespeare is the letterdelivered-on-stage. As the recipient reads it aloud, the audience experiences all the emotions of the scene it’s describing just as if they had seen it happen. Of course, this is a useful way to
QUARTERLY CLIENT LETTER – 2023 Q2 – PROVIDED BY MARK K. LUND, UTAH FINANCIAL ADVISOR
Recessions Are Hard To Call, But We Know What Comes After In the movie Being There, Peter Sellers plays a simple-minded gardener called Chauncey who is accidentally swept up into a circle of high influence in Washington, D.C. Everyone he meets mistakes his blank expression for an intent interest in what they have to say.
Quarterly Client Letter – 2023 Q1 – Provided by Mark K. Lund, Financial Advisor
First Quarter 2023 Growth Report – Presented by Mark K. Lund When Staying Calm Seems Like a Contrarian Course of Action The behavior of the market over the first quarter of 2023 shows, among other things, just how much the major indexes ignore the calendar. With a volatile 2022 behind us, many expected the market
Quarterly Client Letter – 2022 Q4 – Provided by Mark K. Lund, Financial Advisor
Every January, it’s typical to reflect on market data from the year past. You’ll see the results in your own quarterly reports, as well as across the usual flurry of broad market analyses. Even when the numbers aren’t what we’d prefer—which has certainly been the case for 2022—we look at them anyway. It’s good to
Quarterly Client Letter – 2022 Q3
Well, it’s official. Third quarter has ended in bear market territory across multiple markets. To place that news in meaningful context, we pose two questions: 1. In better times, had you boldly “pre-decided” what you would and would not do during the next bear market? “Great investment experiences treat most portfolio decisions as non-decisions. They’ve
Quarterly Client Letter – 2022 Q2
Welcome to the second half of 2022. What’s up next? As always, your guess is as good as ours. If anything, the past quarter has demonstrated how even familiar shores can shape-shift on us with each tide. Following are a few of the ways in which the financial landscape has been disorienting us lately. The
