Staying the Course Amid Market Volatility
The Top 10 Mistakes Investors Make
How Much Do Elections Affect the Stock Market?
Tariffs & Turbulence: A Long-Term Perspective
Founding Father and Financial Guru: Timeless Money Advice from Benjamin Franklin
Wealth Management
Retirement Planning
Investment Management
Sudden Wealth Planning
Roth IRA Conversions
Fiduciary vs. Suitability Standards
Fee-Only Financial Advisor…
Investment Policy Statement
Financial Planning
G.I.P.S. Audited Returns
Evidence-Based Investing Webinar
Investor Profile Questionnaire
401k Plan
Simple IRA
SEP IRA
3(38) vs 3(21) 401(k) fiduciary
Bundled vs. Unbundled 401(k) Plans
The Private Client Group is a monthly subscription. The membership is $97 a month. For clients, the monthly subscription fee is waived.
The Private Client Group includes the following:
The Network of Advisors is made up of financial, tax and legal professionals who have their own firms and specialty. This network allows for coordination of financial, tax, legal and personal issues to help you have peace of mind with your investments and retirement plans.
The academics behind the portfolios are made up with some of the best and brightest economic and academic minds, that have created the intellectual framework with which money managers evaluate the risks and rewards of their investments.
Mark K. Lund Wealth Manager
Nicole Lund Mark Lund’s Assistant
Marianne Ludlow Estate Planning Attorney
Michelle Baer CPA
Ryan Snow Business Law Attorney
Aaron Taylor Property and Casualty
Eugene Fama, PH.D.
Kenneth R French, PH.D
Harry Markowitz, PH.D.
For interested individuals, Mark offers a membership subscription to participate in his Private Client Group. The membership is $97 per month. For clients, we waive the monthly subscription fee.
Evidence-Based Investment Webinar
Mark K. Lund Wealth Advisor
James Stanton CPA
Arthur B. Laffer, PH.D.
Terrance Odean, PH.D.
Savina Rizova, PH.D.
R. Lyman Ott, PH.D.
David Eagleman, PH.D.
Please remember that this and all information you provide will be kept completely confidential.