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

Coronavirus Vaccines and the Economy
 – Presented by Mark K. Lund, Financial Advisor

Coronavirus Vaccines and the Economy
 – Presented by Mark K. Lund, Financial Advisor

Hopeful markets react. As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1 A positive reaction to these vaccines affects every aspect of human life, including the financial world. On Monday,…

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The Fiduciary Advisor Report – Monday, November 23, 2020 – Park City Utah

The Fiduciary Advisor Report – Monday, November 23, 2020 – Park City Utah

THE WEEK ON WALL STREET Despite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase in new infections and economic lockdowns. The Dow Jones Industrial Average fell 0.73%, while the Standard & Poor’s 500 declined 0.77%. The Nasdaq Composite index rose 0.22% for the week. The MSCI EAFE index,…

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What Do I Do With All of This Money?
 – Presented by Mark K. Lund, Financial Advisor

What Do I Do With All of This Money?
 – Presented by Mark K. Lund, Financial Advisor

Just because it’s a nice problem, doesn’t mean it’s not still a problem. Here’s a scenario for you: You pick up what appears to be a lottery ticket. You check the numbers for a laugh and discover a winning combination, offering you millions of dollars in prize money. What are the chances of that? The…

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The Fiduciary Advisor Report – Monday, November 16, 2020 – Park City Utah

The Fiduciary Advisor Report – Monday, November 16, 2020 – Park City Utah

THE WEEK ON WALL STREET News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh lockdowns. The Dow Jones Industrial Average surged 4.08%, while the Standard & Poor’s 500 rose 2.16%. The…

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Long-Term Rates Are Creeping Higher – Presented by Mark K. Lund, Investment Advisor

Long-Term Rates Are Creeping Higher – Presented by Mark K. Lund, Investment Advisor

What’s fueling the rally? With all the election chatter and stock market volatility, it may have been easy to miss the ongoing uptrend in long-term interest rates. The yield on the 10-year Treasury bond is sitting just below 1%. Just a few short months ago, the 10-year was yielding roughly 0.5%.1 What’s fueling the rally?…

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The Fiduciary Advisor Report – Monday, November 9, 2020 – Park City Utah

The Fiduciary Advisor Report – Monday, November 9, 2020 – Park City Utah

THE WEEK ON WALL STREET Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies. The Dow Jones Industrial Average jumped 6.87%, while the Standard & Poor’s 500 tacked on 7.32%. The Nasdaq Composite index surged 9.01% for…

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2021 Limits for IRAs, 401(k)s and More
 – Presented by Mark K. Lund, Financial Planner

2021 Limits for IRAs, 401(k)s and More
 – Presented by Mark K. Lund, Financial Planner

Numbers to know for the new year. On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note. 401(k)s. The salary deferral amount for 401(k)s remains the same at $19,500, while the catch-up amount of $6,500…

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The Fiduciary Advisor Report – Monday, November 2, 2020 – Park City Utah

The Fiduciary Advisor Report – Monday, November 2, 2020 – Park City Utah

THE WEEK ON WALL STREET Stock prices dropped last week as hopes for a fiscal stimulus bill faded and investors focused on rising COVID-19 infections, here and abroad. The Dow Jones Industrial Average slid 6.47%, while the Standard & Poor’s 500 tumbled 5.64%. The Nasdaq Composite index lost 5.51% for the week. The MSCI EAFE…

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October Is Financial Planning Month
 – Presented by Mark K. Lund, Investment Advisor

October Is Financial Planning Month
 – Presented by Mark K. Lund, Investment Advisor

Six areas of personal finance to review. When training to become an investment advisor, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it’s an excellent opportunity to review those six personal finance areas.1 Cash Management: This is a broad…

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The Fiduciary Advisor Report – Monday, October 26, 2020 – Utah County

The Fiduciary Advisor Report – Monday, October 26, 2020 – Utah County

THE WEEK ON WALL STREET The failure to reach an agreement on a new fiscal stimulus bill soured investor sentiment and sent stocks modestly lower for the week. The Dow Jones Industrial Average fell 0.95%, while the Standard & Poor’s 500 lost 0.53%. The Nasdaq Composite index slipped 1.06% for the week. The MSCI EAFE…

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