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.

rss feed Author's Website

Mark K. Lund, author of The Effective Investor, a #1 Best Seller's Latest Posts

Annual Financial To-Do List – Presented by Mark K. Lund, Investment Advisor

Annual Financial To-Do List – Presented by Mark K. Lund, Investment Advisor

Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes.…

Continue Reading

The Fiduciary Advisor Report – Monday, December 7, 2020 – Utah County

The Fiduciary Advisor Report – Monday, December 7, 2020 – Utah County

THE WEEK ON WALL STREET Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package. The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor’s 500 tacked on 1.67%. The Nasdaq Composite index gained 2.12% for the week. The MSCI EAFE index, which tracks developed overseas…

Continue Reading

Election 2020: Biden’s Policy Initiatives
 – Presented by Mark K. Lund, Financial Planner

Election 2020: Biden’s Policy Initiatives
 – Presented by Mark K. Lund, Financial Planner

Potential proposals and their legislative requirements. With the outcome of the presidential election still undecided—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to review what type of legislative support would be needed to pass certain proposals of Joe Biden. The key item to remember is…

Continue Reading

The Fiduciary Advisor Report – Monday, November 30, 2020 – Park City Utah

The Fiduciary Advisor Report – Monday, November 30, 2020 – Park City Utah

THE WEEK ON WALL STREET Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty. The Dow Jones Industrial Average rose 2.21%, while the Standard & Poor’s 500 added 2.27%. The Nasdaq Composite index, which has led all year, gained 2.96%. The MSCI EAFE index, which…

Continue Reading

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

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

Hopeful markets react. As the United States sees a rise in 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 Monday,…

Continue Reading

The Fiduciary Advisor Report – Monday, November 23, 2020 – Park City Utah

The Fiduciary Advisor Report – Monday, November 23, 2020 – Park City Utah

THE WEEK ON WALL STREET Despite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase in new infections and economic lockdowns. The Dow Jones Industrial Average fell 0.73%, while the Standard & Poor’s 500 declined 0.77%. The Nasdaq Composite index rose 0.22% for the week. The MSCI EAFE index,…

Continue Reading

What Do I Do With All of This Money?
 – Presented by Mark K. Lund, Financial Advisor

What Do I Do With All of This Money?
 – Presented by Mark K. Lund, Financial Advisor

Just because it’s a nice problem, doesn’t mean it’s not still a problem. Here’s a scenario for you: You pick up what appears to be a lottery ticket. You check the numbers for a laugh and discover a winning combination, offering you millions of dollars in prize money. What are the chances of that? The…

Continue Reading

The Fiduciary Advisor Report – Monday, November 16, 2020 – Park City Utah

The Fiduciary Advisor Report – Monday, November 16, 2020 – Park City Utah

THE WEEK ON WALL STREET News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh lockdowns. The Dow Jones Industrial Average surged 4.08%, while the Standard & Poor’s 500 rose 2.16%. The…

Continue Reading

Long-Term Rates Are Creeping Higher – Presented by Mark K. Lund, Investment Advisor

Long-Term Rates Are Creeping Higher – Presented by Mark K. Lund, Investment Advisor

What’s fueling the rally? With all the election chatter and stock market volatility, it may have been easy to miss the ongoing uptrend in long-term interest rates. The yield on the 10-year Treasury bond is sitting just below 1%. Just a few short months ago, the 10-year was yielding roughly 0.5%.1 What’s fueling the rally?…

Continue Reading

The Fiduciary Advisor Report – Monday, November 9, 2020 – Park City Utah

The Fiduciary Advisor Report – Monday, November 9, 2020 – Park City Utah

THE WEEK ON WALL STREET Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies. The Dow Jones Industrial Average jumped 6.87%, while the Standard & Poor’s 500 tacked on 7.32%. The Nasdaq Composite index surged 9.01% for…

Continue Reading