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

The Shred Party – Presented by Mark K. Lund, Financial Planner

The Shred Party – Presented by Mark K. Lund, Financial Planner

What should you get rid of and hold on to? When and why? If a shred party happens to spring up in your area, you may want to mark your calendar. For many years, shred parties, where a business or organization hosts clients or the public to the use of giant paper shredders, have presented…

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The Fiduciary Advisor Report – Monday, May 3, 2021 – Park City Utah

The Fiduciary Advisor Report – Monday, May 3, 2021 – Park City Utah

THE WEEK ON WALL STREET Stocks meandered around a flatline in a busy week of corporate earnings, ending the trading week slightly lower. The Dow Jones Industrial Average slid 0.50%, while the Standard & Poor’s 500 was flat (+0.02%). The Nasdaq Composite index surrendered 0.39%. The MSCI EAFE index, which tracks developed overseas stock markets,…

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Volatility Tests Your Mettle
 – Presented by Mark K. Lund, Investment Advisor

Volatility Tests Your Mettle
 – Presented by Mark K. Lund, Investment Advisor

Some changes may be unsettling. Most people understand that stock prices don’t go straight up. But when market volatility increases, the price action can test the mettle of even the most seasoned investor. In recent weeks, stock prices have trended lower with a few eye-popping, one-day rallies as the financial markets appear to adjust to…

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The Fiduciary Advisor Report – Monday, April 26, 2021 – Utah County

The Fiduciary Advisor Report – Monday, April 26, 2021 – Utah County

THE WEEK ON WALL STREET The crosscurrents of strong corporate earnings, rising global cases of COVID-19, and the specter of higher capital gains taxes led to a choppy week of trading that left stock prices slightly lower for the week. The Dow Jones Industrial Average lost 0.46%, while the Standard & Poor’s 500 slipped 0.13%.…

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Tax Efficiency in Retirement – Presented by Mark K. Lund, Financial Planner

Tax Efficiency in Retirement – Presented by Mark K. Lund, Financial Planner

What role should taxes play in your investment decisions? Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 72. However, if you have saved and invested much of your life, you may also end up retiring at a…

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The Fiduciary Advisor Report – Monday, April 19, 2021 – Lehi, Utah

The Fiduciary Advisor Report – Monday, April 19, 2021 – Lehi, Utah

THE WEEK ON WALL STREET Stocks reached record highs last week, riding the tailwind of improving economic data and a strong start to the earnings season. The Dow Jones Industrial Average rose 1.18%, while the Standard & Poor’s 500 gained 1.37%. The Nasdaq Composite index added 1.09%. The MSCI EAFE index, which tracks developed overseas…

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The New Inherited I.R.A. Rules
 – Presented by Mark K. Lund, Financial Advisor

The New Inherited I.R.A. Rules
 – Presented by Mark K. Lund, Financial Advisor

Do you know what has changed for I.R.A. beneficiaries? New inherited I.R.A. rules took effect on January 1, 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on that day, altering the regulations on inherited Individual Retirement Account (I.R.A.) distributions. The big change: the introduction of the 10-year rule for beneficiaries.…

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The Fiduciary Advisor Report – Monday, March 29, 2021 – Lehi, Utah

The Fiduciary Advisor Report – Monday, March 29, 2021 – Lehi, Utah

THE WEEK ON WALL STREET A rocky week with wide price swings led to mixed results for stocks last week, as investors grappled with anxieties over economic growth and weakness in technology and other high-growth stocks. The Dow Jones Industrial Average added 1.36%, while the Standard & Poor’s 500 gained 1.57%. The Nasdaq Composite index…

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Retirement Seen Through Your Eyes – Presented by Mark K. Lund, Investment Advisor

Retirement Seen Through Your Eyes – Presented by Mark K. Lund, Investment Advisor

After you leave work, what will your life look like? How do you picture your future? If you are like many contemplating retirement, your view is likely pragmatic compared to that of your parents. That doesn’t mean you must have a “plain vanilla” tomorrow. Even if your retirement savings are not as great as you…

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The Fiduciary Advisor Report – Monday, March 22, 2021 – Lehi, Utah

The Fiduciary Advisor Report – Monday, March 22, 2021 – Lehi, Utah

THE WEEK ON WALL STREET Rising bond yields and improving economic conditions led to a choppy week of trading that ended in modest losses for investors. The Dow Jones Industrial Average fell 0.46%, while the Standard & Poor’s 500 declined 0.77%. The Nasdaq Composite index lost 0.79% for the week. The MSCI EAFE index, which…

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