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

The Fiduciary Advisor Report – The Human Factor in Financial Success | Presented by Mark K Lund, Investment Advisor, Utah County, Fee only, fiduciary, wealth management

The Fiduciary Advisor Report – The Human Factor in Financial Success | Presented by Mark K Lund, Investment Advisor, Utah County, Fee only, fiduciary, wealth management

The Human Factor in Success During the ten days of track and field competition at the recent World Athletics Championships, athletes ran faster, jumped higher, or threw farther than ever before. In process they set three world records and ten meet records.1 So what enabled them to achieve these new levels of success? You might…

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The Fiduciary Advisor Report – Avoiding Retirement Claustrophobia | Presented by Mark K Lund, Financial Planner, Highland, Utah, Fee only, fiduciary, wealth management

The Fiduciary Advisor Report – Avoiding Retirement Claustrophobia | Presented by Mark K Lund, Financial Planner, Highland, Utah, Fee only, fiduciary, wealth management

Avoiding Retirement Claustrophobia Retirement is supposed to be a time of increased freedom and happiness. After all, when you no longer need a job to provide your living, you can pursue the things you never had time for before. However, for many people, the thought of retiring brings anxiety. A recent survey by the job…

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The Fiduciary Advisor Report | Presented by Mark K Lund, Financial advisor, Highland, Utah, Fee only, fiduciary, wealth management

The Fiduciary Advisor Report | Presented by Mark K Lund, Financial advisor, Highland, Utah, Fee only, fiduciary, wealth management

The best non-financial reason to delay retirement You’ve probably heard a number of good reasons to continue working longer than you may have to. The most prominent are financial. For example, qualifying for higher Social Security benefits. Every year you delay claiming your benefits from age 62 to 70, your monthly check can increase by…

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The Fiduciary Advisor Report | Presented by Presented by Mark K Lund, Financial Advisor, Highland, Utah, fee only, wealth management

The Fiduciary Advisor Report | Presented by Presented by Mark K Lund, Financial Advisor, Highland, Utah, fee only, wealth management

How long will high inflation last and what should you do about it? Most people understand that inflation is when prices go up. To be more precise, the International Monetary Fund defines it this way: “Inflation is the rate of increase in prices over a given period of time. Inflation is typically a broad measure,…

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The Fiduciary Advisor Report | Presented by Mark K Lund, Investment Advisor, Draper, Utah, fee only, wealth management

The Fiduciary Advisor Report | Presented by Mark K Lund, Investment Advisor, Draper, Utah, fee only, wealth management

What happens when investors believe losing is unthinkable? Whether or not you’re a die-hard NFL fan, you can appreciate the story of Trevor Lawrence. He became the starting quarterback of his high school team as a sophomore, and then led them to 41 straight victories and three state championships.1 In his freshman year at Clemson…

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The Fiduciary Advisor Report – Presented by Mark K. Lund, Financial Planner – July 25, 2022

The Fiduciary Advisor Report – Presented by Mark K. Lund, Financial Planner – July 25, 2022

Secret to retirement happiness: Planning for fun The always-on Internet gives us instant access to virtually unlimited information and entertainment. But it has a downside. Our phones and tablets can deliver a million ways to kill time, but few are genuinely fun. Catherine Price, a science journalist and expert on the effects of screentime, says…

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This chart speaks for itself – Presented by Mark K. Lund, Investment Advisor

This chart speaks for itself – Presented by Mark K. Lund, Investment Advisor

With the current news cycle highlighting war, inflation, mounting debt, market volatility, and more, it may persuade you to do something drastic with your investment portfolio – or not so drastic, but a change nonetheless. The quick walk down memory lane below should provide some great perspective about what you should actually always do – sit…

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The Fiduciary Advisor Report – Monday, July 18, 2022 – Utah County

The Fiduciary Advisor Report – Monday, July 18, 2022 – Utah County

THE WEEK ON WALL STREET A record-high inflation report, the prospects of a more aggressive Fed, and growing recession fears sent stocks lower– though a Friday rally pared losses. The Dow Jones Industrial Average slipped 0.16%, while the Standard & Poor’s 500 lost 0.93%. The Nasdaq Composite index dropped 1.57% for the week. The MSCI…

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What to do during a bear market – Presented by Mark K. Lund, Financial Planner

What to do during a bear market – Presented by Mark K. Lund, Financial Planner

It’s not news to anyone that the first half of this year has been rough on investors. After reaching record levels at the end of 2021, the market has experienced six months of volatility and decline.1 In fact, coming on the heels of such sustained gains has made this year’s retreats even harder to stomach.…

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The Fiduciary Advisor Report – Monday, July 11, 2022 – Park City Utah

The Fiduciary Advisor Report – Monday, July 11, 2022 – Park City Utah

THE WEEK ON WALL STREET In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields. The Dow Jones Industrial Average increased 0.77%, while the Standard & Poor’s 500 rose 1.94%. The Nasdaq Composite index picked up 4.56% for the week. The MSCI EAFE index, which tracks developed…

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