Would you go to Pfizer to get a physical? That may seem like a strange question, but if your doctor worked directly for Pfizer — or any company whose main business is selling a specific product — you might wonder if those recommendations were really in your best interest.
In this 15-minute Making Sense of Markets Q2 2016 presentation, Loring Ward’s Portfolio Strategy & Research Team illustrates the importance of working with an advisor who has a client’s best interest at heart, as well as several other steps investors should take. They also look at the potential long-term impact of Brexit.
Mark K. Lund is the author of The Effective Investor, a #1 Best Seller, and founder of Stonecreek Wealth Advisors, Inc. an independent, fee-only, Registered Investment Advisory firm. He has provided articles for or been quoted in: The Wall Street Journal, The Salt Lake Tribune, The Enterprise Newspaper, The Utah Business Connect Magazine, US News & World Report, and Newsmax.com, just to name a few. Mark publishes two newsletters called, “The Mark Lund Growth Report” and “Mark Lund on Money.” Mark provides CPE (continuing professional education) courses for CPAs. You may also have seen him on KUTV Channel 2, or as a guest speaker at a local association or business. Mark provides investment and retirement planning services for individuals and 401(k) consulting for small businesses.
In his book, The Effective Investor, Mark exposes the false narrative magazines, media, big Wall Street firms,
and most advisors want you to believe. The good news is that Mark will show you that you don’t need their
speculative ways of investing in order to be a successful investor.
Get a free copy when you schedule your initial consultation.
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