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.
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…
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…
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…
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…
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,…
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,…
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…
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…
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…
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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If what you thought to be true about your investments turned out to be false, when would you want to know?
Tip Number 1: Look at the SAI of the mutual funds you own. The SEC requires each mutual fund company
Asset Protection Tip Number 1 It should be pointed out that many portfolio managers, financial advisors, stockbrokers, and financial planners
Truth Number 1 There can be times when the market goes up and your equity indexed annuity will get 0% credit.
What does your money really have to do to bring you peace of mind? The answers lie in asking the right questions,
Just by reading The Fiduciary Awareness Guide, you will know more than most plan sponsors about what it means to be a prudent fiduciary.
Those who benefit the most are employers sponsoring a retirement plan and those who are currently investing for retirement.
401(k) Millionaires – Presented by Mark K. Lund, Investment Advisor
What does this mean for your overall retirement strategy? Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently. CNBC reported on findings that place 401(k) accounts at all-time highs, with some even joining the much-desired “two comma club”…
The Fed Can’t Keep a Secret – Presented by Mark K. Lund, Financial Planner
Are the Fed presidents telling tales out of school? If you have a secret, don’t tell anyone at the Federal Reserve Bank. They may leak the story before you’d like. In early August, multiple regional Federal Reserve Bank presidents hit the speaking tour. They made headlines by suggesting that the economy is strong enough to…
The Wall of Worry – Presented by Mark K. Lund, Investment Advisor
You’ve got plenty of choices these days. Have you ever heard the Wall Street expression, “markets climb a wall of worry?” It’s the idea that financial markets are constantly on edge. Traders fret about how long a market rally can continue before it runs into trouble. Worry shifts from one news event to the next…
The Fiduciary Advisor Report – Monday, November 15, 2021 – Park City, Utah
THE WEEK ON WALL STREET Stocks posted small declines last week as investors digested recent stock market gains and an unexpectedly high inflation read. The Dow Jones Industrial Average slid 0.63%, while the Standard & Poor’s 500 retreated 0.31%. The Nasdaq Composite index slipped 0.69% for the week. The MSCI EAFE index, which tracks developed…
The Fiduciary Advisor Report – Monday, November 8, 2021 – Park City, Utah
THE WEEK ON WALL STREET A Federal Reserve announcement on tapering, a fresh batch of corporate profits, and encouraging economic data lifted stocks to another weekly gain. The Dow Jones Industrial Average rose 1.42%, while the Standard & Poor’s 500 advanced 2.00%. The Nasdaq Composite index led, tacking on 3.05%. The MSCI EAFE index, which…
The Fiduciary Advisor Report – Monday, November, 2021 – Utah County
THE WEEK ON WALL STREET A fresh wave of positive corporate earnings surprises sent markets to new record highs last week. The Dow Jones Industrial Average increased 0.40%, while the Standard & Poor’s 500 rose 1.33%. The Nasdaq Composite index picked up 2.71% for the week. The MSCI EAFE index, which tracks developed overseas stock…
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