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How We Tend to Project Our Own Situation onto the Economy – Presented by Mark K. Lund, Utah Financial Advisor

You see one headline that says, “Inflation Finally Under Control,” followed by one that reads, “Banks Wary of Further Inflation.” A news outlet announces, “Unemployment Near Record Low.” Yet on the same day another says, “Tech Companies Eliminate Thousands of Jobs.” You might wonder, are we in good economic times or bad? What’s really going

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Working Past Retirement Age Has Advantages, but Statistics Show You Can’t Count on It Happening

There are obvious advantages to working past the typical retirement age of 65. First, in many people’s minds, is money. Making an income and continuing to save while not drawing down your nest egg can have a big financial impact, especially if you’re trying to catch up. Second, if you enjoy your work, it can

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The True Cost of Actively Managed Investments – Presented by Mark K. Lund, Financial Advisor in Utah

There are two kinds of investors. Passive and active. This is somewhat of an oversimplification, but essentially there are those who believe in owning broadly diverse funds with low administrative costs and holding them for the long-term—versus those who believe in buying stocks that show signs they’re about to go up and selling stocks that

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The Era In Which You Started Saving Affects How You Invest – Presented by Mark K. Lund, Financial Advisor in Utah

In 1997 William Strauss and Neil Howe published The Fourth Turning: An American Prophecy. The premise of this fascinating book is that American history has gone through a cycle of recurring “seasons,” brought about by a repeating sequence of four generation types.1 For example, they posit that the generation that came of age after the

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How Your Psychology Affects Your Investing – Presented by Mark K. Lund, Financial Advisor in Utah

On its surface, investing for retirement seems to be all about getting the numbers right. Your timeline, your tax strategy, your portfolio allocation, and your income goals are all things that can be analyzed and decided on using math. But there’s another component to your investing that can have a significant impact on your results.

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Why We Tend to Trick Ourselves into Making Bad Trades – Presented by Mark K. Lund, Utah Financial Advisor

Hans Christian Andersen recorded a folktale about a poor farmer who takes his horse to market to sell or exchange for something that will be more practical for his farm. But on the way to his destination, the Old Man (as he’s known in the story) makes a series of ill-advised trades. In each case

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Using Economic Data to Predict the Market? It’s a Waste of Time – Presented by Mark K. Lund, Financial Advisor in Utah

More than 40 years ago, if you had made a list of the most influential investors in America, Peter Lynch would have been near the top. From 1977 to 1990 he ran Fidelity’s Magellan Fund, and during this span compounded capital at a rate of more than 29%.1 He achieved this feat by managing to

Using Economic Data to Predict the Market? It’s a Waste of Time – Presented by Mark K. Lund, Financial Advisor in Utah Read More

Forecasts: Reasonable, Methodical, and Wrong – Presented by Mark K. Lund

Late in 2022 the strategy team at Goldman Sachs Research released their forecast for the U.S. stock market in 2023.1 Based on what had happened the year before and on where the economy appeared to be headed, it seemed to be perfectly reasonable. “Zero earnings growth will drive zero appreciation in the stock market,” wrote

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Why You Shouldn’t Count on a Big Inheritance to Bail out Your Retirement Savings – Presented by Mark K. Lund, Financial Advisor in Utah

One of the staples of classic novels is the unexpected inheritance. If Charles Dickens or Jane Austen or Louisa May Alcott needed a happy ending, they would have their protagonist come into an unanticipated fortune.1 Not surprisingly, it’s a popular idea outside of fiction. And for several decades the media has been telling us that

Why You Shouldn’t Count on a Big Inheritance to Bail out Your Retirement Savings – Presented by Mark K. Lund, Financial Advisor in Utah Read More

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. 

 

Enjoy retirement as you’ve always envisioned

We’re here to help, no matter where you’re starting from!

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