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

Retirement Blindspots – Presented by Mark K. Lund, Financial Planner

Retirement Blindspots – Presented by Mark K. Lund, Financial Planner

Some life and financial factors that can sometimes be overlooked. We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as you think about your “second act,” you may want to consider some life and financial factors that can suddenly…

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The Fiduciary Advisor Report – Monday, January 18, 2021 – Highland Utah

The Fiduciary Advisor Report – Monday, January 18, 2021 – Highland Utah

THE WEEK ON WALL STREET Markets drifted lower last week as uninspired investors digested mixed news on the economic front. The Dow Jones Industrial Average lost 0.91% while the Standard & Poor’s 500 slid 1.48%. The Nasdaq Composite index stumbled 1.54% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, slipped…

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Do Our Biases Affect Our Financial Choices? – Presented by Mark K. Lund, Financial Advisor

Do Our Biases Affect Our Financial Choices? – Presented by Mark K. Lund, Financial Advisor

Even the most seasoned investors are prone to their influence. Investors are routinely warned about allowing their emotions to influence their decisions. However, they are less routinely cautioned about their preconceptions and biases that may color their financial choices. In a battle between the facts & biases, our biases may win. If we acknowledge this…

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The Fiduciary Advisor Report – Monday, January 11, 2021 – Highland Utah

The Fiduciary Advisor Report – Monday, January 11, 2021 – Highland Utah

THE WEEK ON WALL STREET Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading. The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor’s 500 increased by 1.83%. The Nasdaq Composite index, which led throughout 2020, picked up…

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Does Main Street Need a Wall Street Strategy?
 – Presented by Mark K. Lund, Financial Advisor

Does Main Street Need a Wall Street Strategy?
 – Presented by Mark K. Lund, Financial Advisor

How will the self-employed strategize for retirement? As Wall Street pushes higher, a pandemic-weary Main Street is relearning how to manage cash flow with the hope of keeping its retirement dreams alive. Self-employed Americans, and the people working for them, account for roughly 30 percent of the nation’s workforce.1 In the best of times, putting…

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The Fiduciary Advisor Report – Monday, January, 2021 – Highland Utah

The Fiduciary Advisor Report – Monday, January, 2021 – Highland Utah

THE WEEK ON WALL STREET Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. The Dow Jones Industrial Average gained 1.35%, while the Standard & Poor’s 500 increased by 1.43%. The Nasdaq Composite index, which led all year, added 0.65%. The MSCI EAFE index,…

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Coronavirus Vaccines and the Economy
 – Presented by Mark K. Lund, Investment Advisor

Coronavirus Vaccines and the Economy
 – Presented by Mark K. Lund, Investment Advisor

Hopeful markets react. As the United States sees a rise in reported cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1 A positive reaction to these vaccines affects every aspect of human life, including the financial world. On…

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The Fiduciary Advisor Report – Monday, December 21, 2020 – Highland Utah

The Fiduciary Advisor Report – Monday, December 21, 2020 – Highland Utah

THE WEEK ON WALL STREET Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill. The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500 picked up 1.25% while the Nasdaq Composite index surged 3.05%. The MSCI EAFE index, which tracks…

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Speed Bumps & Headlines – Presented by Mark K. Lund, Financial Planner

Speed Bumps & Headlines – Presented by Mark K. Lund, Financial Planner

Focus on your overall approach during times of short-term volatility. As an investor, it can be tempting to get caught up in daily news headlines. Consider how news about the election and COVID-19 vaccines have moved the markets over the past several weeks. But having a financial strategy can help you ignore short-term volatility and…

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The Fiduciary Advisor Report – Monday, December 14, 2020 – Highland Utah

The Fiduciary Advisor Report – Monday, December 14, 2020 – Highland Utah

THE WEEK ON WALL STREET Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill. The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq Composite index fell 0.69% for the week. The MSCI EAFE index, which tracks developed overseas stock markets,…

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