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

Are You Retiring Within the Next 5 Years? – Presented by Mark K. Lund, Financial Planner

Are You Retiring Within the Next 5 Years? – Presented by Mark K. Lund, Financial Planner

What to focus on as the transition approaches You can prepare for the transition years in advance. In doing so, you may be better equipped to manage anything unexpected that may come your way. How much monthly income will you need? Unfortunately, there is no “magic” number for everyone to strive for. Instead, examine your…

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The Fiduciary Advisor Report – Monday, May 16, 2022 – Lehi, Utah

The Fiduciary Advisor Report – Monday, May 16, 2022 – Lehi, Utah

THE WEEK ON WALL STREET In a volatile trading week, stocks extended their losses as economic growth and inflation concerns soured investor sentiment. The Dow Jones Industrial Average dropped 2.14%, while the Standard & Poor’s 500 lost 2.41%. The Nasdaq Composite index fell 2.80% for the week. The MSCI EAFE index, which tracks developed overseas…

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Why Don’t All Affluent People Become Wealthy? – Presented by Mark K. Lund, Financial Advisor

Why Don’t All Affluent People Become Wealthy? – Presented by Mark K. Lund, Financial Advisor

Perception, hesitation, & poor decisions are factors. Why do some people let their potential for lifetime wealth slip away? Some people are better off economically at 30 or 40 than they are at 50 or 60. In some cases, fate deals them a bad hand. In other cases, bad decisions and inaction are to blame.…

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The Fiduciary Advisor Report – Monday, May 9, 2022 – South Jordan, Utah

The Fiduciary Advisor Report – Monday, May 9, 2022 – South Jordan, Utah

THE WEEK ON WALL STREET With the Fed in focus, the markets experienced wide price swings over the course of last week, as technology companies led the market lower. The Dow Jones Industrial Average slipped 0.24%, while the Standard & Poor’s 500 declined 0.21%. The Nasdaq Composite index dropped 1.54% for the week. The MSCI…

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Getting (Mentally) Ready to Retire – Presented by Mark K. Lund, Financial Advisor

Getting (Mentally) Ready to Retire – Presented by Mark K. Lund, Financial Advisor

Even those who have saved millions must prepare for a lifestyle adjustment. A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of drawing down their savings too fast. How can new retirees try to calm these worries? Two factors…

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The Fiduciary Advisor Report – Monday, May 2, 2022 – Lehi, Utah

The Fiduciary Advisor Report – Monday, May 2, 2022 – Lehi, Utah

THE WEEK ON WALL STREET On Friday, a sharp sell-off sent major stock market indices into negative territory for the week, capping a volatile close to April. The Dow Jones Industrial Average declined 2.47%, while the Standard & Poor’s 500 tumbled 3.27%. The Nasdaq Composite index dropped 3.93% for the week. The MSCI EAFE index,…

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How Market Cycles Can Impact Retirements
 – Presented by Mark K. Lund, Investment Advisor

How Market Cycles Can Impact Retirements
 – Presented by Mark K. Lund, Investment Advisor

Sequence of returns can play a role in your overall portfolio. A thoughtful retirement strategy may help you pursue your many retirement goals. That strategy must consider many factors, and here are just a few: your income needs, the order of your withdrawals from taxable and tax-advantaged retirement accounts, the income tax implications of those…

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The Fiduciary Advisor Report – Monday, April 25, 2022 – Lehi, Utah

The Fiduciary Advisor Report – Monday, April 25, 2022 – Lehi, Utah

THE WEEK ON WALL STREET Hawkish comments from Fed Chair Jerome Powell overshadowed many largely positive earnings results, sending stocks lower for the week. The Dow Jones Industrial Average declined 1.86%, while the Standard & Poor’s 500 dropped 2.75%. The Nasdaq Composite index fell 3.83% for the week. The MSCI EAFE index, which tracks developed…

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Major Risks to Family Wealth – Presented by Mark K. Lund, Financial Planner

Major Risks to Family Wealth – Presented by Mark K. Lund, Financial Planner

Protect your family assets for future generations. All too often, family wealth fails to last. One generation builds a business—or even a fortune— lost in the ensuing decades. Why does it happen, again and again? Often, families fall prey to serious money blunders, making classic mistakes, or not recognizing changing times. This article is for…

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The Fiduciary Advisor Report – Monday, April 18, 2022 – Lehi, Utah

The Fiduciary Advisor Report – Monday, April 18, 2022 – Lehi, Utah

THE WEEK ON WALL STREET Stocks posted losses in a holiday-shortened trading week as the first-quarter earnings season kicked off and investors digested new inflation data. The Dow Jones Industrial Average declined 0.78%, while the Standard & Poor’s 500 fell 2.13%. The Nasdaq Composite index dropped 2.63% for the week. The MSCI EAFE index, which…

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