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Retirement Blindspots – Presented by Mark K. Lund, Financial Planner

Retirement Blindspots – Presented by Mark K. Lund, Financial Planner

Some life and financial factors that can sometimes be overlooked. We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as you think about your “second act,” you may want to consider some life and financial factors that can suddenly…

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Do Our Biases Affect Our Financial Choices? – Presented by Mark K. Lund, Financial Advisor

Do Our Biases Affect Our Financial Choices? – Presented by Mark K. Lund, Financial Advisor

Even the most seasoned investors are prone to their influence. Investors are routinely warned about allowing their emotions to influence their decisions. However, they are less routinely cautioned about their preconceptions and biases that may color their financial choices. In a battle between the facts & biases, our biases may win. If we acknowledge this…

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Does Main Street Need a Wall Street Strategy?
 – Presented by Mark K. Lund, Financial Advisor

Does Main Street Need a Wall Street Strategy?
 – Presented by Mark K. Lund, Financial Advisor

How will the self-employed strategize for retirement? As Wall Street pushes higher, a pandemic-weary Main Street is relearning how to manage cash flow with the hope of keeping its retirement dreams alive. Self-employed Americans, and the people working for them, account for roughly 30 percent of the nation’s workforce.1 In the best of times, putting…

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

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

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

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Speed Bumps & Headlines – Presented by Mark K. Lund, Financial Planner

Speed Bumps & Headlines – Presented by Mark K. Lund, Financial Planner

Focus on your overall approach during times of short-term volatility. As an investor, it can be tempting to get caught up in daily news headlines. Consider how news about the election and COVID-19 vaccines have moved the markets over the past several weeks. But having a financial strategy can help you ignore short-term volatility and…

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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.…

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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…

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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,…

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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…

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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?…

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