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Financial Advisor Utah

The Power of the Consumer
 – Presented by Mark K. Lund, Investment Advisor

In recent months, consumer confidence has been falling. A confident consumer can be a powerful ally in an economy. But when the consumer starts to have questions, we can measure consumer confidence in everything from retail sales to home buying to the personal savings rate. In recent months, consumer confidence has been falling as inflation […]

The Power of the Consumer
 – Presented by Mark K. Lund, Investment Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, January 31, 2022 – Salt Lake County, Utah

THE WEEK ON WALL STREET An exceptionally volatile week, marked by wide intraday price swings, whipsawed investors with stocks ending higher following a surge to the upside on the final trading day of the week.    The Dow Jones Industrial Average rose 1.34%, while the Standard & Poor’s 500 gained 0.77%. The Nasdaq Composite index

The Fiduciary Advisor Report – Monday, January 31, 2022 – Salt Lake County, Utah Read More

Financial Advisor Utah

Is Inflation Peaking?
 – Presented by Mark K. Lund, Financial Planner

One lesser-known indicator is called the Baltic Dry Index. You see it in prices at the grocery store and the gas station. You feel it in your monthly budget. So why don’t the financial markets seem too concerned about inflation? Remember, financial markets are considered “discounting mechanisms,” meaning they are looking six- to nine-months into

Is Inflation Peaking?
 – Presented by Mark K. Lund, Financial Planner Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, January 24, 2022 – Draper Utah

THE WEEK ON WALL STREET Stocks extended their January retreat as worries over inflation and rising bond yields continued to exert downward pressure on prices.    The Dow Jones Industrial Average slid 4.58%, while the Standard & Poor’s 500 sank 5.68%. The Nasdaq Composite index dropped 7.55% for the week. The MSCI EAFE index, which

The Fiduciary Advisor Report – Monday, January 24, 2022 – Draper Utah Read More

Financial Advisor Utah

When Bad News Is Good News – Presented by Mark K. Lund, Financial Advisor

A surprising reaction to tapered bond purchases. Financial markets can be challenging to understand. But when markets enter a “bad news is good news” cycle, it becomes even more difficult to follow along. At its November meeting, the Fed outlined its plan to taper monthly bond purchases, which will end this pandemic-era policy response by

When Bad News Is Good News – Presented by Mark K. Lund, Financial Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, January 17, 2022 – Draper Utah

THE WEEK ON WALL STREET Deteriorating investor enthusiasm for high-valuation growth companies and a mixed start to the fourth-quarter earnings season made for a volatile week.    The Dow Jones Industrial Average lost 0.88%, while the Standard & Poor’s 500 slipped 0.30%. The Nasdaq Composite index fell 0.28% for the week. The MSCI EAFE index,

The Fiduciary Advisor Report – Monday, January 17, 2022 – Draper Utah Read More

Financial Advisor Utah

Wise Decisions with Retirement in Mind
 – Presented by Mark K. Lund, Financial Advisor

Certain financial & lifestyle choices may lead you toward a better future. Some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of investment decisions that makes the difference. There are certain dos and don’ts – some less apparent than others – that tend to encourage retirement

Wise Decisions with Retirement in Mind
 – Presented by Mark K. Lund, Financial Advisor Read More

Financial Advisor Utah

Wise Decisions with Retirement in Mind
 – Presented by Mark K. Lund, Investment Advisor

Certain financial & lifestyle choices may lead you toward a better future. Some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of investment decisions that makes the difference. There are certain dos and don’ts – some less apparent than others – that tend to encourage retirement

Wise Decisions with Retirement in Mind
 – Presented by Mark K. Lund, Investment Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, January 3, 2022 – Draper Utah

THE WEEK ON WALL STREET Stocks closed out the year on a mostly positive note, adding to the year’s gains as concerns about the economic issues of Omicron infections receded.    The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 picked up 0.85%. The Nasdaq Composite index was flat (-0.05%) for

The Fiduciary Advisor Report – Monday, January 3, 2022 – Draper Utah Read More

Financial Advisor Utah

The Social Security Administration Announces 2022 COLA
 – Presented by Mark K. Lund, Financial Planner

5.9% is the biggest COLA increase in decades. On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022, the largest increase in four decades. This adjustment will begin with benefits payable to more than 64 million Social Security beneficiaries in

The Social Security Administration Announces 2022 COLA
 – Presented by Mark K. Lund, Financial Planner 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!

© 2024 Stonecreek Wealth Advisors, Inc. A fiduciary, independent, fee-only, Registered Investment Advisor

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