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Financial Advisor Utah

“Green Shoots” in the Economy
 – Presented by Mark K. Lund, Financial Advisor

Some examples to consider. Investors looking for “green shoots” to confirm that the economy is on the mend have seen plenty of examples in recent weeks. Retail sales rose 9.8% in March, the largest monthly gain since May 2020. It’s important to remember that purchases at stores, restaurants, and online are among the biggest drivers […]

“Green Shoots” in the Economy
 – Presented by Mark K. Lund, Financial Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, July 5, 2021 – Draper Utah

THE WEEK ON WALL STREET Strong employment reports and rising consumer confidence sent the stock market broadly higher last week. The Dow Jones Industrial Average rose 1.02%, while the Standard & Poor’s 500 picked up 1.67%. The Nasdaq Composite index gained 1.94%. The MSCI EAFE index, which tracks developed overseas stock markets, lost 1.42%.1,2,3 STOCKS

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Financial Advisor Utah

What Forces Are Driving the Housing Market?
 – Presented by Mark K. Lund, Investment Advisor

Many hopeful homebuyers are having issues securing a home. Recently, you may have seen reports that a record-low number of homes are available for sale—roughly 1.03 million nationwide. If you compare that to the average number of homes for sale during the past 10 years, it’s no surprise that many hopeful homebuyers are having issues

What Forces Are Driving the Housing Market?
 – Presented by Mark K. Lund, Investment Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, June 28, 2021 – Draper Utah

THE WEEK ON WALL STREET Stocks reached new all-time highs last week as markets staged a strong rebound from the previous week’s declines. The Dow Jones Industrial Average rose 3.44%, while the Standard & Poor’s 500 picked up 2.74%. The Nasdaq Composite index increased 2.35%. The MSCI EAFE index, which tracks developed overseas stock markets,

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Financial Advisor Utah

The Whims of Wall Street
 – Presented by Mark K. Lund, Financial Planner

What to know about shifting market attention, and investor burnout. It can be exhausting trying to keep up with the whims of Wall Street. Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months ahead. Wall Street’s focus on taxes closely follows

The Whims of Wall Street
 – Presented by Mark K. Lund, Financial Planner Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, June 14, 2021 – Draper Utah

THE WEEK ON WALL STREET New messaging from the Federal Reserve on interest rates and inflation last week led to a broad retreat in stock prices. The Dow Jones Industrial Average dropped 3.45% while the Standard & Poor’s 500 lost 1.91%. The Nasdaq Composite index slipped 0.28% for the week. The MSCI EAFE index, which

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Financial Advisor Utah

Paying for the Infrastructure Bill
 – Presented by Mark K. Lund, Investment Advisor

The proposal does not yet include any new taxes on individuals. President Joe Biden introduced the much-anticipated American Jobs Plan, which outlines an approach to spend roughly $2.2 trillion on the nation’s infrastructure and other projects. As part of the legislative process, the Biden administration also laid out a proposal for paying for the domestic

Paying for the Infrastructure Bill
 – Presented by Mark K. Lund, Investment Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, June 14, 2021 – Salt Lake County, Utah

THE WEEK ON WALL STREET Stocks ended the week mixed as investors appeared to shrug off a hotter-than-expected inflation report. The Dow Jones Industrial Average slipped 0.80%, while the Standard & Poor’s 500 advanced 0.41%. The Nasdaq Composite index led, tacking on 1.85%. The MSCI EAFE index, which tracks developed overseas stock markets, rose 0.31%.1,2,3

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Financial Advisor Utah

Inflation Boogeyman
 – Presented by Mark K. Lund, Financial Planner

What to keep in mind as inflation fears rise. Inflation has emerged as one of the top financial concerns for investors as they size up the economy for the rest of the year. According to research by Deutsche Bank, Google searches for “inflation” are rising rapidly and recently hit a peak not seen since the

Inflation Boogeyman
 – Presented by Mark K. Lund, Financial Planner Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, June 7, 2021 – Park City Utah

THE WEEK ON WALL STREET A strong, but not too strong, employment report sparked a rally on the final day of trading, propelling stocks to a modest gain for the week. The Dow Jones Industrial Average climbed by 0.66%, while the Standard & Poor’s 500 added 0.61%. The Nasdaq Composite index increased by 0.48%. 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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