Mark K. Lund, author of The Effective Investor, a #1 Best Seller

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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Mark K. Lund, author of The Effective Investor, a #1 Best Seller's Latest Posts

Earnings Season Gets Underway
 – Presented by Mark K. Lund, Financial Advisor

Earnings Season Gets Underway
 – Presented by Mark K. Lund, Financial Advisor

Quarterly financial reports are here. Every few months, you may hear the phrase “earnings season” as you listen to financial news. But what exactly is “earnings season,” and why is it important to Wall Street? Earnings season is the time when a majority of publicly traded companies release their quarterly financial reports. Companies often go…

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The Fiduciary Advisor Report – Monday, February 22, 2021 – Alpine Utah

The Fiduciary Advisor Report – Monday, February 22, 2021 – Alpine Utah

THE WEEK ON WALL STREET Rising bond yields dampened investor enthusiasm for high-multiple growth companies last week, sending market averages mostly lower in a holiday-shortened week of trading. The Dow Jones Industrial Average gained 0.11% for the week. But the Standard & Poor’s 500 fell 0.71% and the Nasdaq Composite index slid 1.57%. The MSCI…

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2021 Off to a Fast Start – Presented by Mark K. Lund, Financial Advisor

2021 Off to a Fast Start – Presented by Mark K. Lund, Financial Advisor

Market volatility continues into the new year. 2021 has already had many ups and downs. Just because it’s a new year doesn’t mean that the 2020 issues go away, and so far, 2021 has been no exception to this rule. The markets opened on January 4 and traded lower out of the gate, with the…

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The Fiduciary Advisor Report – Monday, February 15, 2021 – Alpine Utah

The Fiduciary Advisor Report – Monday, February 15, 2021 – Alpine Utah

THE WEEK ON WALL STREET Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill. The Dow Jones Industrial Average gained 1.00%, while the Standard & Poor’s 500 rose 1.23%. The Nasdaq Composite index climbed 1.73% for the week. The MSCI EAFE index, which…

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Distributions from Mutual Funds
 – Presented by Mark K. Lund, Investment Advisor

Distributions from Mutual Funds
 – Presented by Mark K. Lund, Investment Advisor

Watch Your December Statements. This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause for concern. Many mutual funds in December pay shareholders capital gains distributions that they have accumulated throughout the year.1 Typically, mutual fund companies start making estimates…

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The Fiduciary Advisor Report – Monday, February 8, 2021 – Alpine Utah

The Fiduciary Advisor Report – Monday, February 8, 2021 – Alpine Utah

THE WEEK ON WALL STREET Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings. The Dow Jones Industrial Average gained 3.89%, while the Standard & Poor’s 500 advanced 4.65%. The Nasdaq Composite index jumped 6.01% for the week. The MSCI EAFE index, which tracks developed overseas…

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Navigating Your Required Minimum Distribution – Presented by Mark K. Lund, Financial Planner

Navigating Your Required Minimum Distribution – Presented by Mark K. Lund, Financial Planner

Understand the IRS’s calculations and tables. As much as you would like to, you can’t keep your money in your retirement account forever. These investment vehicles include 401(k)s, IRAs, and similar retirement accounts.1 Under the SECURE Act, once you reach age 72, you must begin taking required minimum distributions from your 401(k), IRAs, or other…

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The Fiduciary Advisor Report – Monday, February 1, 2021 – Alpine Utah

The Fiduciary Advisor Report – Monday, February 1, 2021 – Alpine Utah

THE WEEK ON WALL STREET Despite strong corporate earnings, stock prices closed lower after a volatile week of trading triggered by unprecedented activity in a handful of companies. The Dow Jones Industrial Average lost 3.27%, while the Standard & Poor’s 500 fell 3.31%. The Nasdaq Composite index dropped 3.49% for the week. The MSCI EAFE…

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Building a Healthy Financial Foundation
 – Presented by Mark K. Lund, Investment Advisor

Building a Healthy Financial Foundation
 – Presented by Mark K. Lund, Investment Advisor

How many pieces do you have in place? When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean? When your financial “house is in order,” it means it is built on a solid foundation. It means that you have six fundamental “pillars”…

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The Fiduciary Advisor Report – Monday, January 25, 2021 – Utah County

The Fiduciary Advisor Report – Monday, January 25, 2021 – Utah County

THE WEEK ON WALL STREET Anticipation of a new fiscal stimulus and improved vaccine distribution powered stocks to fresh record highs last week with technology stocks leading the way. The Dow Jones Industrial Average gained 0.59%, while the Standard & Poor’s 500 picked up 1.94%. The Nasdaq Composite index led, gaining 4.19% for the week.…

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