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The Mark Lund Growth Report

Q4 2023 QUARTERLY MARKET REVIEW – PROVIDED BY MARK K. LUND, UTAH FINANCIAL ADVISOR

The Long-Term Cost of Reacting to Short-Term Volatility In the Canadian province of Nova Scotia, which is 80% dense forest and where hikers routinely get lost, schoolchildren are taught to “hug a tree and survive.”1 This isn’t because a tree can offer you warmth or companionship while you’re alone in the woods. It’s because sticking …

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QUARTERLY CLIENT LETTER – 2023 Q3 – PROVIDED BY MARK K. LUND, UTAH FINANCIAL ADVISOR

Knowing What to Do Makes Less Room for Worry One of the clever dramatic devices you’ll find in Shakespeare is the letterdelivered-on-stage. As the recipient reads it aloud, the audience experiences all the emotions of the scene it’s describing just as if they had seen it happen. Of course, this is a useful way to …

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QUARTERLY CLIENT LETTER – 2023 Q2 – PROVIDED BY MARK K. LUND, UTAH FINANCIAL ADVISOR

Recessions Are Hard To Call, But We Know What Comes After In the movie Being There, Peter Sellers plays a simple-minded gardener called Chauncey who is accidentally swept up into a circle of high influence in Washington, D.C. Everyone he meets mistakes his blank expression for an intent interest in what they have to say. …

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Quarterly Client Letter – 2023 Q1 – Provided by Mark K. Lund, Financial Advisor

First Quarter 2023 Growth Report – Presented by Mark K. Lund When Staying Calm Seems Like a Contrarian Course of Action The behavior of the market over the first quarter of 2023 shows, among other things, just how much the major indexes ignore the calendar. With a volatile 2022 behind us, many expected the market …

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Fiduciary Financial Advisor in Utah

Quarterly Client Letter – 2022 Q4 – Provided by Mark K. Lund, Financial Advisor

Every January, it’s typical to reflect on market data from the year past. You’ll see the results in your own quarterly reports, as well as across the usual flurry of broad market analyses. Even when the numbers aren’t what we’d prefer—which has certainly been the case for 2022—we look at them anyway. It’s good to …

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Fiduciary Financial Advisor in Utah

Quarterly Client Letter – 2022 Q3

Well, it’s official. Third quarter has ended in bear market territory across multiple markets. To place that news in meaningful context, we pose two questions: 1. In better times, had you boldly “pre-decided” what you would and would not do during the next bear market? “Great investment experiences treat most portfolio decisions as non-decisions. They’ve …

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Fiduciary Financial Advisor in Utah

The Fiduciary Advisor Report – Monday, April 4, 2022 – Salt Lake County, Utah

THE WEEK ON WALL STREET Stocks spent last week digesting the sharp gains of previous weeks as investors assessed a tightening yield curve, the war in Ukraine, and an uncertain outlook for economic growth and inflation.   The Dow Jones Industrial Average slipped 0.12%, while the Standard & Poor’s 500 was flat (+0.06%). The Nasdaq …

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Financial Advisor Utah

Taking Charge of Your Financial Life – Presented by Mark K. Lund, Financial Planner

Delegating responsibilities to others may lead to problems down the road. When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another takes on the shopping. You might also decide which one of you vacuums and which one of you dusts. This …

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