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 Quiet Fall in Bond Yields – Presented by Mark K. Lund, Financial Advisor

The Quiet Fall in Bond Yields – Presented by Mark K. Lund, Financial Advisor

What’s behind the quiet fall in bond yields? With all the attention given to inflation, stock prices, and job reports, it’s been easy to overlook the remarkable move in the bond market during the past few months. The yield on the 10-year treasury closed at 1.37% on Friday, July 9, down from its 2021 high…

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The Fiduciary Advisor Report – Monday, October 4, 2021 – Lehi, Utah

The Fiduciary Advisor Report – Monday, October 4, 2021 – Lehi, Utah

THE WEEK ON WALL STREET Higher bond yields and a legislative stalemate in Washington, D.C., added up to losses for the week. The Dow Jones Industrial Average declined 1.36%, while the Standard & Poor’s 500 lost 2.21%. The Nasdaq Composite index fell 3.20%. The MSCI EAFE index, which tracks developed overseas stock markets, shed 2.58%.1,2,3…

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The Pros and Cons of Early Retirement Plan Rollovers – Presented by Mark K. Lund, Investment Advisor

The Pros and Cons of Early Retirement Plan Rollovers – Presented by Mark K. Lund, Investment Advisor

Should you withdraw and reinvest your retirement plan money while you are still on the job? Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these rollovers can happen and the…

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The Fiduciary Advisor Report – Monday, September 27, 2021 – Alpine, Utah

The Fiduciary Advisor Report – Monday, September 27, 2021 – Alpine, Utah

THE WEEK ON WALL STREET Stocks prices were whipsawed last week, dragged initially lower by financial contagion worries and later lifted by a supportive Fed policy statement. The Dow Jones Industrial Average gained 0.62%, while the Standard & Poor’s 500 advanced 0.51%. The Nasdaq Composite index was flat (+0.02%) for the week. The MSCI EAFE…

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Ways to Fund Special Needs Trusts
 – Presented by Mark K. Lund, Financial Planner

Ways to Fund Special Needs Trusts
 – Presented by Mark K. Lund, Financial Planner

A look at the different choices & strategies. If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be used to address those financial challenges. Most importantly,…

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The Fiduciary Advisor Report – Monday, September 20, 2021 – Lehi, Utah

The Fiduciary Advisor Report – Monday, September 20, 2021 – Lehi, Utah

THE WEEK ON WALL STREET Stocks weakened ahead of this week’s Federal Reserve meeting and amid persistent concerns about the Delta variant’s impact on the economy. The Dow Jones Industrial Average was flat (-0.07%), while the Standard & Poor’s 500 fell 0.57%. The Nasdaq Composite index lost 0.47% for the week. The MSCI EAFE index,…

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A COLA with Your Social Security?
 – Presented by Mark K. Lund, Investment Advisor

A COLA with Your Social Security?
 – Presented by Mark K. Lund, Investment Advisor

Preliminary estimates call for a 4.7% cost-of-living increase.1 If there is a “silver lining” to all the inflation talk, it may be that Social Security benefits are expected to see a larger-than-normal increase in 2022. Preliminary estimates call for a 4.7% cost-of-living increase (COLA) in Social Security benefits next year, which would be the highest…

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The Fiduciary Advisor Report – Monday, September 13, 2021 – Utah County

The Fiduciary Advisor Report – Monday, September 13, 2021 – Utah County

THE WEEK ON WALL STREET In a quiet week of news, stocks moved lower amid simmering concerns over the Delta variant’s effect on the progress of economic reopening. The Dow Jones Industrial Average declined 2.15%, while the Standard & Poor’s 500 dropped 1.69%. The Nasdaq Composite index fell 1.61% for the week. The MSCI EAFE…

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A Seven-Year High for Gas Prices
 – Presented by Mark K. Lund, Financial Planner

A Seven-Year High for Gas Prices
 – Presented by Mark K. Lund, Financial Planner

Things in America are returning to something like a pre-COVID normal. Over Memorial Day weekend, gasoline prices hit the highest for this holiday weekend since 2014.1 With the Colonial Pipeline outage in the rear-view mirror and an ever-increasing number of adults vaccinated, formerly cooped-up motorists made the most of what America has to offer. The…

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The Fiduciary Advisor Report – Monday, August 30, 2021 – Alpine, Utah

The Fiduciary Advisor Report – Monday, August 30, 2021 – Alpine, Utah

THE WEEK ON WALL STREET The stock market powered to record levels last week amid talk of Fed tapering and a deceleration in new Delta variant cases. The Dow Jones Industrial Average gained 0.96%, while the Standard & Poor’s 500 increased 1.52%. The Nasdaq Composite index led, picking up 2.82%. The MSCI EAFE index, which…

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