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

Buffett and Powell Talk Inflation – Presented by Mark K. Lund, Investment Advisor

Buffett and Powell Talk Inflation – Presented by Mark K. Lund, Investment Advisor

The Oracle of Omaha and the Fed Chair seem to be at odds. What does it mean when two of the most powerful voices in American financial life seem to be saying two different things? In one corner, we have the “Oracle of Omaha,” investor Warren Buffett. As one of the nation’s richest people and…

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The Fiduciary Advisor Report – Monday, July 26, 2021 – Salt Lake County, Utah

The Fiduciary Advisor Report – Monday, July 26, 2021 – Salt Lake County, Utah

THE WEEK ON WALL STREET Overcoming a COVID-related economic growth scare, stocks moved higher amid a week of strong corporate earnings reports. The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 gained 1.96%. The Nasdaq Composite index soared 2.84% for the week. The MSCI EAFE index, which tracks developed overseas stock…

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2021 Retirement Confidence Survey
 – Presented by Mark K. Lund, Financial Planner

2021 Retirement Confidence Survey
 – Presented by Mark K. Lund, Financial Planner

A deep dive into workers’ expectations in retirement versus actual income sources. Will your retirement dreams match your reality? That’s perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else? For more than 30 years, the Employee Benefit Research Institute (EBRI) has…

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The Fiduciary Advisor Report – Monday, July 19, 2021 – Draper Utah

The Fiduciary Advisor Report – Monday, July 19, 2021 – Draper Utah

THE WEEK ON WALL STREET Despite a good start to earnings season and some solid economic data, worries of slower second-half economic growth led to a pullback in stock prices last week. The Dow Jones Industrial Average fell 0.52%, while the Standard & Poor’s 500 lost 0.97%. The Nasdaq Composite index sank 1.87% for the…

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Debate Starts on Capital Gains Tax – Presented by Mark K. Lund, Financial Advisor

Debate Starts on Capital Gains Tax – Presented by Mark K. Lund, Financial Advisor

What to expect and why. Now and again, the price action on Wall Street can surprise even the most seasoned investors. Look no further than when President Biden in late April proposed an increase in the tax on capital gains to 39.6% from 20% for those Americans who earn more than $1 million.1 Stocks dropped…

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The Fiduciary Advisor Report – Monday, July 12, 2021 – Highland Utah

The Fiduciary Advisor Report – Monday, July 12, 2021 – Highland Utah

THE WEEK ON WALL STREET Stocks managed small gains as investors wrestled with concerns over economic growth prospects and a rise in COVID-19 infections. The Dow Jones Industrial Average picked up 0.24%, while the Standard & Poor’s 500 gained 0.40%. The Nasdaq Composite index added 0.43%. The MSCI EAFE index, which tracks developed overseas stock…

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“Green Shoots” in the Economy
 – Presented by Mark K. Lund, Financial Advisor

“Green Shoots” in the Economy
 – Presented by Mark K. Lund, Financial Advisor

Some examples to consider. Investors looking for “green shoots” to confirm that the economy is on the mend have seen plenty of examples in recent weeks. Retail sales rose 9.8% in March, the largest monthly gain since May 2020. It’s important to remember that purchases at stores, restaurants, and online are among the biggest drivers…

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The Fiduciary Advisor Report – Monday, July 5, 2021 – Highland Utah

The Fiduciary Advisor Report – Monday, July 5, 2021 – Highland Utah

THE WEEK ON WALL STREET Strong employment reports and rising consumer confidence sent the stock market broadly higher last week. The Dow Jones Industrial Average rose 1.02%, while the Standard & Poor’s 500 picked up 1.67%. The Nasdaq Composite index gained 1.94%. The MSCI EAFE index, which tracks developed overseas stock markets, lost 1.42%.1,2,3 STOCKS…

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What Forces Are Driving the Housing Market?
 – Presented by Mark K. Lund, Investment Advisor

What Forces Are Driving the Housing Market?
 – Presented by Mark K. Lund, Investment Advisor

Many hopeful homebuyers are having issues securing a home. Recently, you may have seen reports that a record-low number of homes are available for sale—roughly 1.03 million nationwide. If you compare that to the average number of homes for sale during the past 10 years, it’s no surprise that many hopeful homebuyers are having issues…

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The Fiduciary Advisor Report – Monday, June 28, 2021 – Highland Utah

The Fiduciary Advisor Report – Monday, June 28, 2021 – Highland Utah

THE WEEK ON WALL STREET Stocks reached new all-time highs last week as markets staged a strong rebound from the previous week’s declines. The Dow Jones Industrial Average rose 3.44%, while the Standard & Poor’s 500 picked up 2.74%. The Nasdaq Composite index increased 2.35%. The MSCI EAFE index, which tracks developed overseas stock markets,…

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