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

Election 2020
 – Presented by Mark K. Lund, Financial Planner

Election 2020
 – Presented by Mark K. Lund, Financial Planner

Managing Your Emotions. 45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1 No matter how you look at it, that’s a startling statistic. Second-guessing your investment strategy is natural, especially with an election on the horizon. Emotions are running high as…

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The Fiduciary Advisor Report – Monday, October 19, 2020 – Lehi, Utah

The Fiduciary Advisor Report – Monday, October 19, 2020 – Lehi, Utah

THE WEEK ON WALL STREET Stocks treaded water last week amid fading prospects for a stimulus bill, fears of a second wave of COVID-19 cases, and increasing political and regulatory pressures on Big Tech companies. The Dow Jones Industrial Average added just 0.07% while the Standard & Poor’s 500 eked out a gain of 0.19%.…

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Dow 30 Changes Its Starting Lineup
 – Presented by Mark K. Lund, Financial Advisor

Dow 30 Changes Its Starting Lineup
 – Presented by Mark K. Lund, Financial Advisor

What you should know about the change. The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key changes to its starting lineup. Salesforce.com, Amgen Inc., and Honeywell International Inc. have replaced Exxon Mobil Corp., Pfizer Inc., and Raytheon Technologies Corp. The change went into effect before…

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The Fiduciary Advisor Report – Monday, October 12, 2020 – Lehi, Utah

The Fiduciary Advisor Report – Monday, October 12, 2020 – Lehi, Utah

THE WEEK ON WALL STREET Stocks staged a powerful rally last week, riding a wave of optimism over the prospect of the passage of a new fiscal stimulus bill. The Dow Jones Industrial Average rose 3.27%, while the Standard & Poor’s 500 increased 3.84%. The Nasdaq Composite index gained 4.56% for the week. The MSCI…

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Has Has the Stock Market Rally Left You Behind?
 – Presented by Mark K. Lund, Financial Advisor

Has Has the Stock Market Rally Left You Behind?
 – Presented by Mark K. Lund, Financial Advisor

Here’s what the recent rally could mean for you. Some people in recent weeks may have been feeling that “the stock market seems to be doing so well but I’m not participating.” A look behind the headlines helps tell the story. A CNBC study found that between the stock market high on February 19, 2020—and…

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The Fiduciary Advisor Report – Monday, October 5, 2020 – Lehi Utah

The Fiduciary Advisor Report – Monday, October 5, 2020 – Lehi Utah

THE WEEK ON WALL STREET Stocks advanced last week, propelled by hopes that legislators may reach an agreement for a new fiscal stimulus package and optimism generated by a few corporate deal announcements and initial public offerings. The Dow Jones Industrial Average rose 1.87%, while the Standard & Poor’s 500 increased 1.52%. The Nasdaq Composite…

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Is Inflation On The Rise?
 – Presented by Mark K. Lund, Investment Advisor

Is Inflation On The Rise?
 – Presented by Mark K. Lund, Investment Advisor

What to keep in mind regarding the recent CPI numbers. Right now, many Americans are worried about their financial health due to the impact COVID-19 has had on the country. Adding to these concerns were July’s consumer prices— excluding food and energy—which rose at the highest rate in nearly 30 years. However, this jump may…

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The Fiduciary Advisor Report – Monday, September 28, 2020 – Lehi, Utah

The Fiduciary Advisor Report – Monday, September 28, 2020 – Lehi, Utah

THE WEEK ON WALL STREET Stocks were mixed last week as worries that stretched from Washington D.C., where prospects of a new fiscal stimulus bill dimmed, to Europe, which saw an increase of new COVID-19 cases. The Dow Jones Industrial Average declined 1.75%, while the Standard & Poor’s 500 fell 0.63%. The Nasdaq Composite index…

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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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