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

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

Some things to consider. During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. What occurs with many retirees is a change in mindset – it’s less about finding the “best-performing fund” and more about consistent performance. It may be less about…

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Growth Report – Monday, October 28, 2019

Growth Report – Monday, October 28, 2019

THE WEEK ON WALL STREET The S&P 500 came within 0.1% of a record close Friday. Stocks were lifted last week by positive news on U.S.-China trade negotiations, plus earnings announcements. The Nasdaq Composite posted the largest weekly gain of the three major U.S. stock indices. It rose 1.90%. Last week also brought gains of…

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Global vs. International: What’s the Difference?

Global vs. International: What’s the Difference?

Global mutual funds vs. international mutual funds. Provided by Mark K. Lund, Investment Advisor For investors who are looking to diversify their portfolio with exposure to companies located outside the U.S., there exist two basic choices: a global mutual fund or an international mutual fund. By definition, international funds invest in non-U.S. markets, while global…

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Growth Report – Monday, October 21, 2019

Growth Report – Monday, October 21, 2019

THE WEEK ON WALL STREET Earnings helped give the Nasdaq Composite and S&P 500 a slight lift last week, offsetting investor disappointment over the small scope of the preliminary U.S.-China trade deal reached on October 11. Blue chips took a small weekly loss.    The Nasdaq and S&P respectively gained 0.40% and 0.54% on the…

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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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