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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, June 6, 2022 – Park City, Utah

THE WEEK ON WALL STREET In a holiday-shortened week of volatile trading, stocks surrendered some of the previous week’s strong gains. The Dow Jones Industrial Average fell 0.94%, while the Standard & Poor’s 500 declined 1.20%. The Nasdaq Composite index lost 0.98% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, […]

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Financial Advisor Utah

THE RETIREMENT REALITY CHECK – Presented by Mark K. Lund, Investment Advisor

Little things to keep in mind for life after work. Decades ago, there was a book titled What They Don’t Teach You at Harvard Business School. Perhaps someday, another book will appear to discuss certain aspects of the retirement experience that go unrecognized – the “fine print”, if you will. Here are some little things

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, May 23, 2022 – Salt Lake County, Utah

THE WEEK ON WALL STREET Recession fears grew last week following weak earnings reports from major retailers, sending stocks lower. The Dow Jones Industrial Average fell 2.90%, while the Standard & Poor’s 500 lost 3.05%. The Nasdaq Composite index dropped 3.82% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, gained

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Financial Advisor Utah

Are You Retiring Within the Next 5 Years? – Presented by Mark K. Lund, Financial Planner

What to focus on as the transition approaches You can prepare for the transition years in advance. In doing so, you may be better equipped to manage anything unexpected that may come your way. How much monthly income will you need? Unfortunately, there is no “magic” number for everyone to strive for. Instead, examine your

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, May 16, 2022 – South Jordan, Utah

THE WEEK ON WALL STREET In a volatile trading week, stocks extended their losses as economic growth and inflation concerns soured investor sentiment. The Dow Jones Industrial Average dropped 2.14%, while the Standard & Poor’s 500 lost 2.41%. The Nasdaq Composite index fell 2.80% for the week. The MSCI EAFE index, which tracks developed overseas

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Financial Advisor Utah

Why Don’t All Affluent People Become Wealthy? – Presented by Mark K. Lund, Financial Advisor

Perception, hesitation, & poor decisions are factors. Why do some people let their potential for lifetime wealth slip away? Some people are better off economically at 30 or 40 than they are at 50 or 60. In some cases, fate deals them a bad hand. In other cases, bad decisions and inaction are to blame.

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, May 9, 2022 – South Jordan, Utah

THE WEEK ON WALL STREET With the Fed in focus, the markets experienced wide price swings over the course of last week, as technology companies led the market lower. The Dow Jones Industrial Average slipped 0.24%, while the Standard & Poor’s 500 declined 0.21%. The Nasdaq Composite index dropped 1.54% for the week. The MSCI

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Financial Advisor Utah

Getting (Mentally) Ready to Retire – Presented by Mark K. Lund, Financial Advisor

Even those who have saved millions must prepare for a lifestyle adjustment. A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of drawing down their savings too fast. How can new retirees try to calm these worries? Two factors

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, May 2, 2022 – South Jordan, Utah

THE WEEK ON WALL STREET On Friday, a sharp sell-off sent major stock market indices into negative territory for the week, capping a volatile close to April. The Dow Jones Industrial Average declined 2.47%, while the Standard & Poor’s 500 tumbled 3.27%. The Nasdaq Composite index dropped 3.93% for the week. The MSCI EAFE index,

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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. 

 

Enjoy retirement as you’ve always envisioned

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

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