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Investment Management

Investment Policy Statements
 provided by a Financial Advisor

What are they? Why are they important? Provided by Financial Advisor A self-fulfilling policy. An investment policy statement (IPS) is a document which helps the client and financial advisor stay “on the same page” by clearly stating the expectations and responsibilities of the client and advisor. A standard IPS will usually take into account the …

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Fiduciary Financial Advisor in Utah

Growth Report – Monday, August 19, 2019

THE WEEK ON WALL STREET U.S. stock indices saw significant ups and downs last week, with traders looking for economic cues from Treasury yields and also developments in the tariff fight between the U.S. and China. The S&P 500 lost 1.03% on the week; the Dow Jones Industrial Average and Nasdaq Composite respectively declined 1.53% …

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Investment Management

The SECURE Act and Traditional IRA Changes

What is it? How might it affect retirement strategy? Provided by Mark K. Lund, Investment Adviser If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of …

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Fiduciary Financial Advisor in Utah

Growth Report – Monday, August 12, 2019

THE WEEK ON WALL STREET Stocks spent much of last week rebounding from a Monday drop that reflected nervousness about the U.S.-China trade fight. By Thursday’s closing bell, the S&P 500 had regained all its Monday losses, but it descended again on Friday. The three big U.S. equity benchmarks finished the week lower: the S&P …

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Investment Management

A Decision Not Made is Still a Decision


Indecision can lead to no decision. Provided by Mark Lund, Financial Planner Investment inaction is played out in many ways, often silently, invisibly, and with potential consequence to an individual’s future financial security. Let’s review some of the forms this takes. Your workplace retirement plan. The worst non-decision is the failure to enroll. Not only …

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Fiduciary Financial Advisor in Utah

Growth Report – Monday, July 29, 2019

THE WEEK ON WALL STREET Last week, investors assessed earnings and the initial estimate of second-quarter economic growth, while awaiting the Federal Reserve’s next announcement about interest rates. Stocks rose for the week; particularly, tech shares. The S&P 500 gained 1.65%; the Nasdaq Composite, 2.26%. The Dow Jones Industrial Average lagged, adding just 0.14%. MSCI’s …

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Investment Management

Smart Financial Moves in Your 20s, 30s, 40s, & 50s

The right moves for every age. Provided by Mark K. Lund, Financial Planner Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down by your age. After all, …

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