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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, May 11, 2020 – Park City

THE WEEK ON WALL STREET Despite an historic downturn in employment, stocks managed to climb higher last week as investors were emboldened by the pace of economic re-openings here and abroad. The Dow Jones Industrial Average gained 2.56%, while the Standard & Poor’s 500 advanced 3.50%. The Nasdaq Composite Index jumped 6.00% for the week. […]

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Financial Advisor Utah

The Federal Reserve’s Unprecedented Moves – Presented by Mark K. Lund, Investment Advisor

What they are. How they help. In response to the COVID-19 pandemic, almost every state in America is under some sort of stay-at-home order. This unprecedented time has also led many businesses, large and small, to downsize or close up shop entirely. In response to the drastic impact that COVID-19 has had on global and

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, May 4, 2020 – Park City

THE WEEK ON WALL STREET Stock prices ended the week slightly lower, despite news of positive results from a test trial of a COVID-19 drug treatment and several states easing their economic lockdowns.  The Dow Jones Industrial Average slipped 0.22%, while the Standard & Poor’s 500 lost 0.21%. The Nasdaq Composite Index dropped 0.34%. The

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Financial Advisor Utah

Saving Early & Letting Time Work for You – Presented by Mark K. Lund, Financial Planner

The earlier you start pursuing financial goals, the better your outcome may be. As a young investor, you have a powerful ally on your side: time. When you start investing in your twenties or thirties for retirement, you can put it to work for you. The effect of compounding is huge. Many people underestimate it,

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, April 27, 2020 – Park City

THE WEEK ON WALL STREET Stock prices bounced around last week as investors reacted to wild swings in the price of oil and reports that called into question the efficacy of two potential virus treatments. The Dow Jones Industrial Average retreated 1.93%, while the Standard & Poor’s 500 lost 1.32%. The Nasdaq Composite Index slipped

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Financial Advisor Utah

The Federal Reserve’s Unprecedented Moves
 – Presented by Mark K. Lund, Investment Advisor

What they are. How they help. In response to the COVID-19 pandemic, almost every state in America is under some sort of stay-at-home order. This unprecedented time has also led many businesses, large and small, to downsize or close up shop entirely. In response to the drastic impact that COVID-19 has had on global and

The Federal Reserve’s Unprecedented Moves
 – Presented by Mark K. Lund, Investment Advisor Read More

Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, April 20, 2020 – Salt Lake County

THE WEEK ON WALL STREET Stock prices pushed higher last week as news of a White House plan to reopen the economy and reports of a potential COVID-19 treatment helped the market overcome weak economic data and an ugly start to the corporate earnings season. The Dow Jones Industrial Average rose 2.21%, while the Standard

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Financial Advisor Utah

When a Windfall Comes Your Way – Presented by Mark K. Lund, Financial Planner

What do you do with big money? Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you address retirement saving or college funding anxieties, and it may also allow you to live and work on your terms. On the other hand, you’ll pay more taxes, attract more attention,

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, April 13, 2020 – South Jordan Utah

THE WEEK ON WALL STREET The stock market staged a broad rally this week, buoyed by the prospect that the COVID-19’s grip on the nation may be easing and news of another Federal Reserve program to help stabilize businesses. The Dow Jones Industrial Average jumped 12.67%, while the Standard & Poor’s 500 climbed 12.10%. 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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