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.
Mark K. Lund, author of The Effective Investor, a #1 Best Seller's Latest Posts
Study Finds That “Free” Trades Could Be Costing U.S. Investors Billions – Presented by Mark K. Lund, Financial Advisor in Utah
You’ve probably heard that the most powerful word a marketer can use is “free.” After all, who of us can resist getting something for nothing? Sometimes free really does mean free, like that cheese sample at the grocery store, or the old shelf someone is giving away on Craigslist. You get the item for nothing…
When You Own the Forest, You Don’t Have to Worry About the Trees – Presented by Mark K. Lund, Financial Advisor in Utah
The saying, “He can’t see the forest for the trees,” in one form or another dates back to the mid-1500s.1 It’s one of those great proverbs that at first might not seem to make sense. After all, you can’t look at a forest without seeing trees. It’s made out of them. But the point of…
Presidents Day: Interesting Facts About an Important Federal Holiday – Presented by Mark K. Lund, Financial Advisor in Utah
Presidents Day, observed the third Monday in February, has to be the trivia lover’s favorite federal holiday. For starters, the name of the holiday has no apostrophe. It’s for “Presidents” plural. While Mother’s Day is to honor your specific mother, and Father’s Day your own father, Presidents Day does not honor our current president, nor…
What Happens When You View Relationships Like Investments? (And Vice Versa) – Presented by Mark K. Lund, Financial Advisor in Utah
Though Valentine’s Day has come to symbolize a celebration of romantic love, it can also be measured in economic terms. The National Retail Federation estimated that more than half of U.S. adults celebrated Valentine’s Day last year, spending a total of $23.9 billion.1 That breaks down to an average of $175.41 per shopper. While this…
Why We So Often Fail to Keep Our New Year’s Resolutions, and Why We Should Cut Ourselves Some Slack – Presented by Mark K. Lund, Financial Advisor in Utah
Amanda Mull’s father was a smoker for 20 years. When he became convinced that cigarettes were harmful, he simply quit smoking them. Later, when he decided he should take up running, he got up at 4:30 AM to get in five miles before work. And has continued this practice every day for more than 30…
No Bad Days? Taking a Wider Look at 2022 Market Performance – Presented by Mark K. Lund, Financial Advisor in Utah
You’ve probably seen the window sticker on the back of someone’s SUV. It features the silhouette of two palm trees and beside it the words NO BAD DAYS. With no prior knowledge, you might guess that the saying means: There’s a tropical paradise somewhere where only good things happen. The sticker and the saying originated…
How to Pass Along Something More Valuable Than Money – Presented by Mark K. Lund, Financial Advisor in Utah
Warren Buffett is credited with saying, “It’s good to learn from your mistakes. It’s better to learn from other people’s mistakes.” When we’re young, it seems like we have an easier time with the first part of the quote. We begin cataloging situations where we say, “I’m never doing THAT again.” But we still think…
Quarterly Client Letter – 2022 Q4 – Provided by Mark K. Lund, Financial Advisor
Every January, it’s typical to reflect on market data from the year past. You’ll see the results in your own quarterly reports, as well as across the usual flurry of broad market analyses. Even when the numbers aren’t what we’d prefer—which has certainly been the case for 2022—we look at them anyway. It’s good to…
Should You Convert Your Traditional IRA Into a Roth? – Presented by Mark K. Lund, Financial Advisor in Utah
When the Studebaker car company ceased production in 1966, it wasn’t just their business that failed. Auditors found that the company’s pension fund also had serious problems, leaving thousands of workers with reduced benefits or none at all.1 The Studebaker employees’ retirement was completely reliant on the success of a single company. Sadly, all their…
What’s in Store for 2023? – Presented by Mark K. Lund, Financial Advisor in Utah
A long time ago, when Woody Allen was known for writing funny books, he described a character named Weinstein who lay in bed feeling depressed about his age. “Next year I will be fifty-one. Then fifty-two.” Allen adds, “Using this reasoning, he could figure out his age as much as five years in the future.”1…
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