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

Why Regular Rebalancing Makes Sense – Presented by Mark K. Lund, Financial Planner

Why Regular Rebalancing Makes Sense – Presented by Mark K. Lund, Financial Planner

Your investment portfolio may be off-kilter, and you may not even know it. Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may be possible to have too much of a good thing. Over time,…

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The Fiduciary Advisor Report – Monday, September 21, 2020 – Lehi, Utah

The Fiduciary Advisor Report – Monday, September 21, 2020 – Lehi, Utah

THE WEEK ON WALL STREET Stocks slipped as the technology sector remained under pressure and a mid-week announcement by the Federal Reserve failed to inspire investors. The Dow Jones Industrial Average declined 0.03%, while the Standard & Poor’s 500 fell 0.64%. The Nasdaq Composite index dropped 0.56% for the week. The MSCI EAFE index, which…

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How Much Money Will You Need for Retirement?
 – Presented by Mark K. Lund, Investment Advisor

How Much Money Will You Need for Retirement?
 – Presented by Mark K. Lund, Investment Advisor

It depends on your goals, time horizon, and risk tolerance. “Will I outlive my retirement money?” That’s one of the top fears for people who are starting to prepare for their retirement years. So I have to chuckle a bit when I see headlines that say, “Here’s how much money Americans think they need to…

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The Fiduciary Advisor Report – Monday, September 14, 2020 – Utah County, Utah

The Fiduciary Advisor Report – Monday, September 14, 2020 – Utah County, Utah

THE WEEK ON WALL STREET Stocks traveled a volatile path last week as investors appeared concerned about the upcoming elections, an uncertain economy, and more delays with additional fiscal stimulus. The Dow Jones Industrial Average slid 1.66%, while the Standard & Poor’s 500 slumped 2.51%. The Nasdaq Composite index plummeted 4.06% for the week. The…

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A Checklist for When a Spouse or Parent Passes – Presented by Mark K. Lund, Financial Planner

A Checklist for When a Spouse or Parent Passes – Presented by Mark K. Lund, Financial Planner

An overview of some of the fundamental steps to take. When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist…

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The Fiduciary Advisor Report – Monday, August 31, 2020 – Sandy, Utah

The Fiduciary Advisor Report – Monday, August 31, 2020 – Sandy, Utah

THE WEEK ON WALL STREET Stocks advanced relentlessly last week on positive COVID-19 developments, encouraging economic data, and a supportive policy shift in the Fed’s approach to its target inflation rate. The Dow Jones Industrial Average increased by 2.59%, while the Standard & Poor’s 500 jumped 3.26%. The Nasdaq Composite index leaped 3.39% for the…

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Don’t Overreact In August
 – Presented by Mark K. Lund, Financial Advisor

Don’t Overreact In August
 – Presented by Mark K. Lund, Financial Advisor

Understanding summer volatility. One of my favorite Wall Street quotes is from Mark Twain, who said: “October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August and February.” But October may need to move over. During the past several…

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The Fiduciary Advisor Report – Monday, August 24, 2020 – Alpine, Utah

The Fiduciary Advisor Report – Monday, August 24, 2020 – Alpine, Utah

THE WEEK ON WALL STREET Stocks powered to another week of gains as the S&P 500 and Nasdaq Composite set multiple new record highs along the way. The Dow Jones Industrial Average was essentially unchanged while the Standard & Poor’s 500 rose by 0.72%. The Nasdaq Composite index added 2.65% for the week. The MSCI…

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Will Political Changes Affect the Economy? – Presented by Mark K. Lund, Financial Advisor

Will Political Changes Affect the Economy? – Presented by Mark K. Lund, Financial Advisor

Election years cause some anxiety. With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many states will be selecting governors, representatives, and senators, while the country itself will be voting in the presidential election. Even though these…

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The Fiduciary Advisor Report – Monday, August 17, 2020 – Alpine, Utah

The Fiduciary Advisor Report – Monday, August 17, 2020 – Alpine, Utah

THE WEEK ON WALL STREET Stock prices drifted higher in an otherwise quiet news week, as a slowdown in new COVID-19 cases outweighed a Congressional impasse on a new fiscal spending measure. The Dow Jones Industrial Average gained 1.81%, while the Standard & Poor’s 500 rose by 0.64%. The Nasdaq Composite Index inched 0.08% higher…

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