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Economic Updates

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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Fiduciary Financial Advisor in Utah
Blog
Mark Lund

The Fiduciary Advisor Report – Monday, March 21, 2022 – Sandy, Utah

THE WEEK ON WALL STREET With the Fed embarking on a new course of monetary tightening amid continued fighting in Ukraine, stocks staged a powerful, broad-based rally last week.   The Dow Jones Industrial Average jumped 5.49%, while the Standard & Poor’s 500 gained 6.16%. The Nasdaq Composite index soared 8.18% for the week. The

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The Introduction To Prosperous Investing — The First Appointment


Once you schedule your
Introduction To Prosperous Investing, we will send you a short first appointment questionnaire within 24 hours.  The first appointment questionnaire gives us a brief overview of your current situation, what your top concerns are, and will helps us better understand your investment experience.  To schedule your first appointment, simply call us at 801-545-0696 or click, Let’s Begin. 

 

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