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

Key Provisions of the CARES Act – Provided by Mark K. Lund, Financial Advisor

Key Provisions of the CARES Act – Provided by Mark K. Lund, Financial Advisor

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees.1 To put this monumental…

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The Fiduciary Advisor Report – Monday, April 6, 2020 – Lehi Utah

The Fiduciary Advisor Report – Monday, April 6, 2020 – Lehi Utah

THE WEEK ON WALL STREET Modest declines in stock prices this week masked the volatile inter- and intraday price swings as investors digested poor economic data and a warning from the President that the worst days of the COVID-19 pandemic may still lie ahead. The Dow Jones Industrial Average slipped 2.70%, while the Standard &…

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Pullbacks, Corrections, and Bear Markets
 – Provided by Mark K. Lund, Financial Advisor

Pullbacks, Corrections, and Bear Markets
 – Provided by Mark K. Lund, Financial Advisor

What’s the difference? What do these terms mean for you? The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is trending lower. Worried investors believe “this time it’s different.” When the market drops, some investors lose perspective that…

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The Fiduciary Advisor Report – Monday, March 30, 2020 – Lehi Utah

The Fiduciary Advisor Report – Monday, March 30, 2020 – Lehi Utah

THE WEEK ON WALL STREET An open-ended commitment by the Federal Reserve to support American businesses and capital markets along with the passage of a $2 trillion aid package improved investor sentiment and drove a strong rally in stock prices. The Dow Jones Industrial Average jumped 12.84%, while the Standard & Poor 500 gained 10.26%.…

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Should You Care What the Financial Markets Do Each Day? Presented by Mark K. Lund, Investment Advisor

Should You Care What the Financial Markets Do Each Day? Presented by Mark K. Lund, Investment Advisor

Focusing on Your Strategy During Turbulent Times. Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. This impatience also manifests itself in the financial markets. When stocks slip,…

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The Fiduciary Advisor Report – Monday, March 23, 2020 – Lehi Utah

The Fiduciary Advisor Report – Monday, March 23, 2020 – Lehi Utah

THE WEEK ON WALL STREET The stock market suffered through another volatile week as it wrestled with the health and economic fallout of the domestic spread of the coronavirus. Swift and decisive actions by the Federal Reserve and policy responses from the federal government did not keep stocks from recording losses for the week. The…

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Tremendous Gains Since 2009, Presented by Mark K. Lund, Financial Planner

Tremendous Gains Since 2009, Presented by Mark K. Lund, Financial Planner

A look at where stocks were in 2009 and how they have performed since. Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street then? When the closing bell rang at the New York Stock Exchange that Monday afternoon, it marked the end of another down day for equities. Just…

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The Fiduciary Advisor Report – Monday, March 9, 2020 – Lehi Utah

The Fiduciary Advisor Report – Monday, March 9, 2020 – Lehi Utah

THE WEEK ON WALL STREET Heightened coronavirus fears, falling yields, and Super Tuesday primary results sent stocks on a rollercoaster ride of sharp price swings, leaving stocks marginally higher for the week. The Dow Jones Industrial Average improved 1.79%; the S&P 500, 0.61%; the Nasdaq Composite, 0.10%. Outside the U.S., developed equity markets tracked by…

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Is the Coronavirus a Buying Opportunity? – Provided by Mark K. Lund, Investment Advisor

Is the Coronavirus a Buying Opportunity? – Provided by Mark K. Lund, Investment Advisor

The 24-Hour News Cycle moves from Impeachment to COVID-19 to the Primaries – What’s next? In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through the 2020 caucuses and primaries, we have just experienced the third presidential impeachment in American…

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The Fiduciary Advisor Report – Monday, March 2, 2020 – Utah County

The Fiduciary Advisor Report – Monday, March 2, 2020 – Utah County

THE WEEK ON WALL STREET Stocks fell sharply last week as Wall Street considered how the coronavirus outbreak might influence global business activity and household spending. The selloff became a correction for the U.S. markets. The S&P 500 retreated 11.49%; the Dow Jones Industrial Average, 12.36%; the Nasdaq Composite, 10.54%. The MSCI EAFE, tracking developed…

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