RSSArticles

Election 2020
 – Presented by Mark K. Lund, Financial Planner

Election 2020
 – Presented by Mark K. Lund, Financial Planner

Managing Your Emotions. 45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1 No matter how you look at it, that’s a startling statistic. Second-guessing your investment strategy is natural, especially with an election on the horizon. Emotions are running high as…

Continue Reading

Dow 30 Changes Its Starting Lineup
 – Presented by Mark K. Lund, Financial Advisor

Dow 30 Changes Its Starting Lineup
 – Presented by Mark K. Lund, Financial Advisor

What you should know about the change. The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key changes to its starting lineup. Salesforce.com, Amgen Inc., and Honeywell International Inc. have replaced Exxon Mobil Corp., Pfizer Inc., and Raytheon Technologies Corp. The change went into effect before…

Continue Reading

Has Has the Stock Market Rally Left You Behind?
 – Presented by Mark K. Lund, Financial Advisor

Has Has the Stock Market Rally Left You Behind?
 – Presented by Mark K. Lund, Financial Advisor

Here’s what the recent rally could mean for you. Some people in recent weeks may have been feeling that “the stock market seems to be doing so well but I’m not participating.” A look behind the headlines helps tell the story. A CNBC study found that between the stock market high on February 19, 2020—and…

Continue Reading

Is Inflation On The Rise?
 – Presented by Mark K. Lund, Investment Advisor

Is Inflation On The Rise?
 – Presented by Mark K. Lund, Investment Advisor

What to keep in mind regarding the recent CPI numbers. Right now, many Americans are worried about their financial health due to the impact COVID-19 has had on the country. Adding to these concerns were July’s consumer prices— excluding food and energy—which rose at the highest rate in nearly 30 years. However, this jump may…

Continue Reading

Why Regular Rebalancing Makes Sense – Presented by Mark K. Lund, Financial Planner

Why Regular Rebalancing Makes Sense – Presented by Mark K. Lund, Financial Planner

Your investment portfolio may be off-kilter, and you may not even know it. Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may be possible to have too much of a good thing. Over time,…

Continue Reading

The Fiduciary Advisor Report – Monday, September 21, 2020 – Lehi, Utah

The Fiduciary Advisor Report – Monday, September 21, 2020 – Lehi, Utah

THE WEEK ON WALL STREET Stocks slipped as the technology sector remained under pressure and a mid-week announcement by the Federal Reserve failed to inspire investors. The Dow Jones Industrial Average declined 0.03%, while the Standard & Poor’s 500 fell 0.64%. The Nasdaq Composite index dropped 0.56% for the week. The MSCI EAFE index, which…

Continue Reading

How Much Money Will You Need for Retirement?
 – Presented by Mark K. Lund, Investment Advisor

How Much Money Will You Need for Retirement?
 – Presented by Mark K. Lund, Investment Advisor

It depends on your goals, time horizon, and risk tolerance. “Will I outlive my retirement money?” That’s one of the top fears for people who are starting to prepare for their retirement years. So I have to chuckle a bit when I see headlines that say, “Here’s how much money Americans think they need to…

Continue Reading

A Checklist for When a Spouse or Parent Passes – Presented by Mark K. Lund, Financial Planner

A Checklist for When a Spouse or Parent Passes – Presented by Mark K. Lund, Financial Planner

An overview of some of the fundamental steps to take. When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist…

Continue Reading

The Fiduciary Advisor Report – Monday, August 31, 2020 – Sandy, Utah

The Fiduciary Advisor Report – Monday, August 31, 2020 – Sandy, Utah

THE WEEK ON WALL STREET Stocks advanced relentlessly last week on positive COVID-19 developments, encouraging economic data, and a supportive policy shift in the Fed’s approach to its target inflation rate. The Dow Jones Industrial Average increased by 2.59%, while the Standard & Poor’s 500 jumped 3.26%. The Nasdaq Composite index leaped 3.39% for the…

Continue Reading

Don’t Overreact In August
 – Presented by Mark K. Lund, Financial Advisor

Don’t Overreact In August
 – Presented by Mark K. Lund, Financial Advisor

Understanding summer volatility. One of my favorite Wall Street quotes is from Mark Twain, who said: “October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August and February.” But October may need to move over. During the past several…

Continue Reading