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Economic Updates

Fiduciary Financial Advisor in Utah
Blog
Mark Lund

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

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Fiduciary Financial Advisor in Utah
Blog
Mark Lund

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

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Fiduciary Financial Advisor in Utah
Blog
Mark Lund

Quarterly Client Letter – 2022 Q1

And just like that, two years have passed since spring 2020. Two years since none of us had a clue how long COVID would linger … or how quickly today would arrive. Time can confound us that way, magically managing to crawl and fly at the same time. Capital markets are often as confounding, as

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Fiduciary Financial Advisor in Utah
Blog
Mark Lund

The Fiduciary Advisor Report – Monday, March 28, 2022 – Sandy, Utah

THE WEEK ON WALL STREET With growing confidence in the economy’s resilience, stocks posted another week of solid gains.  The Dow Jones Industrial Average rose 0.31%, while the Standard & Poor’s 500 advanced 1.79%. The Nasdaq Composite index picked up 1.98% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, added

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