Special Bulletins

Putting All Your Eggs in One Basket: A Cautionary Tale

“Hitch your wagon to a star,” wrote Ralph Waldo Emerson.1 Many people take this famous metaphor to mean simply “aim high.” But Emerson possibly had more in mind. Your wagon (your life prospects) needs something to pull it. He was suggesting that rather than settling for the usual plodding horse,

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When Should You Start Claiming Your Social Security Benefits?

If you want to start a lively discussion among a group of retirement experts, just casually toss out the question, “What’s the best age to start taking Social Security?” The reason the answer to that question is so debatable isn’t because Social Security benefits are some vague mystery. Studies have

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Love Means Not Leaving Your Heirs in Confusion

One of the most famous movie lines of the past sixty years comes from the 1970 release Love Story. Ryan O’Neal’s character apologizes for an angry outburst at his romantic partner, played by Ali MacGraw. Her character replies, “Love means never having to say you’re sorry.”1 The line is famous

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Four Big Truths that Can Bring Clarity to Your Investing

Whitewater rafting can be exhilarating—the wilderness setting, the unique view you can only get from the river, and the thrill of feeling yourself propelled along by the roaring water. However, even with an experienced guide, you can find yourself feeling out of control as your raft is bounced and spun

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Quarterly Market Review – Q1 2024

After Unexpected Gains, Should We Automatically Expect Heavy Losses? Presented by Mark K. Lund, Financial Advisor The market in the first quarter of 2024 defied the expectations of the leading indicators (and conventional wisdom) to continue its upward path. Howard Silverblatt, writing for the S&P Dow Jones Indices report, put

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Quarterly Market Review – Q1 2024

After Unexpected Gains, Should We Automatically Expect Heavy Losses? Presented by Mark K. Lund, Financial Advisor The market in the first quarter of 2024 defied the expectations of the leading indicators (and conventional wisdom) to continue its upward path. Howard Silverblatt, writing for the S&P Dow Jones Indices report, put

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Answering the Question: Where Do We Go From Here?

Even as the stock market has continued to climb recently month in and month out, investors are becoming uneasy.1 They worry that inflation will once again run rampant. That the Fed will not cut interest rates. And that what seems like a promising economic recovery will run out of gas.

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Aging Alone Can Work, If You Have a Support Plan

Presented by Mark K. Lund, Financial Advisor America has roughly 5 million people age 65 to 74 who are single and childless.1 While these solo retirees report that they enjoy their independence and added freedom, they are also worried about the downsides of being alone, such as loneliness and not

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Love Means Having an Estate Plan

Presented by Mark K. Lund, Utah Financial Advisor Shortly after Aretha Franklin died, it was revealed that she had not left a formal will. At the time of her death the 18-Grammy-winning Queen of Soul had an estimated worth of $80 million and a catalog of intellectual property which was

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Retirement Planning

When it comes to retirement we usually hear “save more.” While this may be the solution for most people’s financial situations, it may also not be the right solution for everyone. There are various ways to save for retirement. Just turn on the radio, TV, or go to the internet

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