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 Having a Financial Planner Matters


Why Having a Financial Planner Matters


A good professional provides important guidance and insight through the years. What kind of role can a financial planner play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long-lasting. There are certain investors who turn to…

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Growth Report – Monday, October 14, 2019

Growth Report – Monday, October 14, 2019

THE WEEK ON WALL STREET Stock prices pushed higher last week, as investors remained hyper-focused on any new developments with the U.S. trade negotiations with China. The Dow Jones Industrial Average picked up 0.91%, while the Standard & Poor’s 500 rose 0.62%. The Nasdaq Composite index gained 0.93% for the week. The MSCI EAFE index,…

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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A way to help you prepare. The baby boomers redefined everything they touched, from music to marriage to parenting and even what “old” means – 60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets. There is no easy answer to this challenge, but let’s begin…

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Growth Report – Monday, October 7, 2019

Growth Report – Monday, October 7, 2019

THE WEEK ON WALL STREET The fourth quarter started with a mixed week for equities. A slip for an index of U.S. manufacturing activity proved to be a market mover, more so than the latest jobs report. The Dow Jones Industrial Average lost 0.92% for the week; the S&P 500, 0.33%. In contrast, the Nasdaq…

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Your Diversified Portfolio vs. the S&P 500

Your Diversified Portfolio vs. the S&P 500

How global returns and proper diversification are affecting overall returns. “Is your portfolio underperforming the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that even when Wall Street rallies, international markets and…

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Growth Report – Monday, September 30, 2019

Growth Report – Monday, September 30, 2019

THE WEEK ON WALL STREET Stocks retreated last week. Traders worried that the formal impeachment inquiry of President Donald Trump might distract White House officials from their pursuit of a trade deal with China and shift the focus of Congress away from consideration of the United States-Mexico-Canada Agreement (USMCA). Also, news broke Friday that the…

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Trading in your car – Bid/Ask Spreads

Trading in your car – Bid/Ask Spreads

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A Retirement Fact Sheet

A Retirement Fact Sheet

Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. Up to 85% of a retiree’s Social Security income can be taxed. Some retirees are taken aback when they discover this. In addition to…

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Growth Report – Monday, September 23, 2019

Growth Report – Monday, September 23, 2019

THE WEEK ON WALL STREET Investors reacted to two major news items last week, one far more of a surprise than the other. The Federal Reserve did indeed make a rate cut, matching Wall Street expectations. Drone strikes on two of the world’s largest oil fields brought a shock to the global oil market.   …

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Will You Avoid These Estate Planning Mistakes?

Will You Avoid These Estate Planning Mistakes?

Too many wealthy households commit these common blunders. Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some common and not-so-common errors to avoid. Doing it all yourself. While you…

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