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The Effective Investor Newsletter

Ask Yourself, “Why Am I Reading This?” – Presented by Mark K. Lund, Financial Advisor in Utah

For most investors, 2022 was not a good year. Seemingly, week after week, the stock market was down.1 And to make matters worse, we endured the worst bond market in about 50 years. Meanwhile, the value of people’s portfolios was also being eroded by record inflation. These conditions had many investors wondering if there was …

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The Subsidy Is Running Out: Why Cheap Urban Amenities Aren’t So Cheap Anymore – Presented by Mark K. Lund, Financial Advisor in Utah

There’s an old business school joke about an entrepreneur who prices his widgets at half the cost of making them. “It’s true I’m losing money on every sale,” he explains, “But I’ll make up for it in volume.” Over the past decade this has seemingly been the business model of a host of tech-enabled companies. …

The Subsidy Is Running Out: Why Cheap Urban Amenities Aren’t So Cheap Anymore – Presented by Mark K. Lund, Financial Advisor in Utah Read More

Don’t Let Unfair Comparisons Steal Your Thankfulness – Presented by Mark K. Lund, Utah Financial Advisor

It’s always fun to look through an old newspaper, especially if it was printed more than 50 years ago. On the front page under bold headlines you can read about the biggest concerns of that day. It’s interesting to note how many urgent problems of that era are even thought about today. But even more …

Don’t Let Unfair Comparisons Steal Your Thankfulness – Presented by Mark K. Lund, Utah Financial Advisor Read More

Three Reasons Why the 60/40 Allocation can be a Good Starting Point – Presented by Mark K. Lund, Financial Advisor in Utah

Many people have the misconception that the primary goal of investing is to make as much money as you can as fast as you can. Unfortunately, you can’t just order up outsized returns like a delivery pizza. You have to pay for your chance at them with concentrated risk. The bigger the potential payout, the …

Three Reasons Why the 60/40 Allocation can be a Good Starting Point – Presented by Mark K. Lund, Financial Advisor in Utah Read More

Don’t Ignore Financial Emotions. Instead, Plan for Them. – Presented by Mark K. Lund, Financial Advisor in Utah

In Homer’s Odyssey, the hero Odysseus is trying to get back home with his ship intact. At one point in their journey, he and his crewmen must pass near the rocks of the sirens. These are creatures with the bodies of birds and heads of women who sing magically enticing songs that cause men on passing …

Don’t Ignore Financial Emotions. Instead, Plan for Them. – Presented by Mark K. Lund, Financial Advisor in Utah Read More

When Making Major Financial Decisions, It Pays to Mind Your Qs – Presented by Mark K. Lund, Utah Financial Advisor

It seems like all the pharmaceutical ads on TV (or wherever you stream your content) follow the same formula. They say a few words about an illness or condition, then they show ordinary people enjoying the kinds of wonderful activities that make us all jealous on social media: Driving a vintage convertible along the coast, …

When Making Major Financial Decisions, It Pays to Mind Your Qs – Presented by Mark K. Lund, Utah Financial Advisor Read More

When the Fear of Missing Out Causes You to Miss Out – Presented by Mark K. Lund, Financial Advisor in Utah

According to the American Heritage Idioms Dictionary, William Camden was the first to record the saying, “The early bird gets the worm.” He included it in his 1605 edition of English proverbs.1 Its straightforward meaning is that the person who arrives or acts first is more likely to get what he wants. It’s been a …

When the Fear of Missing Out Causes You to Miss Out – Presented by Mark K. Lund, Financial Advisor in Utah Read More

How Do You Plan for a Future You Can’t Accurately Predict? – Presented by Mark K. Lund, Utah Financial Advisor

In 1992 American political scientist Francis Fukuyama published The End of History and the Last Man. This highly regarded book declared that global politics had reached its final stage. Liberal (in the classical sense) democracy would continue to spread until it was the standard form of government for the nations of the world.1 At the …

How Do You Plan for a Future You Can’t Accurately Predict? – Presented by Mark K. Lund, Utah Financial Advisor Read More

How to Keep Money From Owning You – Presented by Mark K. Lund, Financial Advisor in Utah

A friend who was discouraged about their weight loss efforts was bemoaning the necessity of food. “If you have a drinking problem,” they said, “you can give up alcohol. But if you have an eating problem, you can’t just give up food.” The same is true of money. The drive to acquire it can warp …

How to Keep Money From Owning You – Presented by Mark K. Lund, Financial Advisor in Utah Read More

Why Avoiding Stupidity is More Important than Being Smart – Presented by Mark K. Lund, Financial Advisor in Utah

There are times in life when you should try to win. And times when it’s smartest to simply avoid losing. Take tennis, for example. Simon Ramo, a scientist and statistician, demonstrated that professional tennis players and weekend tennis players play a fundamentally different game. “In expert tennis,” he writes, “about 80 percent of the points …

Why Avoiding Stupidity is More Important than Being Smart – Presented by Mark K. Lund, Financial Advisor in Utah Read More

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