A windfall from a loved one can be both rewarding and complicated. Provided by Mark K. Lund, Financial Adviser Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of […]
Coping with an Inheritance Read More
THE WEEK ON WALL STREET U.S. stock benchmarks opened a new quarter positively. The S&P 500 gained 1.65% in the opening week of July; the Dow Jones Industrial Average, 1.21%; the Nasdaq Composite, 1.94%. Overseas, stocks in developed markets, tracked by MSCI’s EAFE index, rose 1.43%.1-4 On July 3, the S&P posted its latest record
Growth Report – Monday, June 8, 2019 Read More
What is your exit strategy? Provided by Mark K. Lund, Investment Advisor Your company is ripe for sale. Now what? These days, your children or employees may not necessarily want to take over your business, but you still want to sell your business. So, what’s a successful entrepreneur to do? Find a buyer, of course.
Preparing to Sell Your Business Read More
THE WEEK ON WALL STREET A month of gains for stocks ended with a weekly retreat. The S&P 500 lost 0.30%; the Nasdaq Composite, 0.32%; the Dow Jones Industrial Average, 0.45%. In contrast, overseas shares, tracked by the MSCI EAFE index, advanced 0.14%.1-2 Last month was the best June for the blue chips since 1938,
Growth Report – Monday, July 1, 2019 Read More
Expect volatility, but avoid letting the headlines alter your plans. Provided by Mark K. Lund, Financial Planner Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for Wall Street. As an investor and retirement saver, how much will this turmoil matter to you
Keep Calm, Stay Invested Read More
THE WEEK ON WALL STREET The S&P 500 hit an all-time peak of 2,964.03, in intraday trading Friday, while improving 2.20% across five market days. The Dow Jones Industrial Average and Nasdaq Composite posted respective, 5-day advances of 2.41% and 3.01%. In addition, the MSCI EAFE benchmark of overseas stocks rose 2.58%.1-3 A White House
Growth Report – Monday, June 24, 2019 Read More
Will your accumulated assets be threatened by them? Provided by Mark K. Lund, Financial Advisor All too often, family wealth fails to last. One generation builds a business – or even a fortune – and it is lost in ensuing decades. Why does it happen, again and again? Often, families fall prey to serious money
Major Risks to Family Wealth Read More
THE WEEK ON WALL STREET Stocks advanced for a second straight week. The S&P 500 benchmark rose 0.47%; the Nasdaq Composite, 0.70%; the Dow Jones Industrial Average, 0.41%. Overseas shares, as tracked by the MSCI EAFE developed markets index, added 0.20%.1-2 The market seemed to put its recent preoccupation with trade issues aside, with attention
Growth Report – Monday, June 17, 2019 Read More
When to start? Should I continue to work? How can I maximize my benefit? Provided by Mark K. Lund, Financial Planner Social Security will be a critical component of your financial strategy in retirement, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the most
Three Key Questions to Answer Before Taking Social Security Read More
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