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Mark K. Lund a Fiduciary Investment & Financial Advisor serving Park City, Highland City, Alpine City, Lehi City, Utah
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RSSCoaching Videos

Alcatraz – Style Drift & Overlap

Alcatraz – Style Drift & Overlap

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | December 5, 2019

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Trading in your car – Bid/Ask Spreads

Trading in your car – Bid/Ask Spreads

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | September 25, 2019

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Riding the Bull

Riding the Bull

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | June 25, 2019

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My Worst Financial Mistake

My Worst Financial Mistake

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | March 26, 2019

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Mouse Traps and Investing

Mouse Traps and Investing

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | January 3, 2019

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The Snowball Effect

The Snowball Effect

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | September 19, 2018

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The Investors Big Misconception

The Investors Big Misconception

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | June 26, 2018

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Rebalancing, what it is and why it matters!

Rebalancing, what it is and why it matters!

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | March 22, 2018

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Does Market Timing Work?

Does Market Timing Work?

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | January 4, 2018

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Making Sense of Markets Q3, 2017

Making Sense of Markets Q3, 2017

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | November 7, 2017

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Free Consultation

How to get started!

To begin the process simply call, e-mail, or schedule your free consultation with the form below. Once you schedule your free consultation we will send you a short First Appointment Questionnaire.

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Get a Free Copy of Mark’s Book

Mark’s Book

If what you thought to be true about your investments turned out to be false, when would you want to know?

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Free Report, “8 Tips For Successful Investing”

8 Tips For Successful Investing

Tip Number 1: Look at the SAI of the mutual funds you own.  The SEC requires each mutual fund company

... Learn More

Free Report, “5 Asset Protection Tips”

5 Asset Protection Tips

Asset Protection Tip Number 1 It should be pointed out that many portfolio managers, financial advisors, stockbrokers, and financial planners

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Free Report, “7 Truths To Know Before Buying An Annuity”

7 Truths To Know Before Buying An Annuity

Truth Number 1 There can be times when the market goes up and your equity indexed annuity will get 0% credit.

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Free Report, “20 Must Answer Questions For Peace Of Mind In Retirement”

20 Must Answer Questions For Peace Of Mind In Retirement

  What does your money really have to do to bring you peace of mind?  The answers lie in asking the right questions,

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Free Fiduciary Awareness Guide

401K Fiduciary Awareness Guide

Just by reading The Fiduciary Awareness Guide, you will know more than most plan sponsors about what it means to be a prudent fiduciary.

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Get The Effective Investor Newsletter

Investment Newsletter

Those who benefit the most are employers sponsoring a retirement plan and those who are currently investing for retirement.

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Recent Blog Posts

2020 IRA Deadlines Are Approaching
 – Presented by Mark K. Lund, Investment Advisor

2020 IRA Deadlines Are Approaching
 – Presented by Mark K. Lund, Investment Advisor

Here is what you need to know. Financially, many of us associate April with taxes – but we should also associate December with important IRA deadlines. December 31, 2021 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. April 15, 2021 is the deadline for making annual contributions to…

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | March 8, 2021
Will Updated I.R.S. Tables Create an Opportunity for Retirees?
 – Presented by Mark K. Lund, Financial Planner

Will Updated I.R.S. Tables Create an Opportunity for Retirees?
 – Presented by Mark K. Lund, Financial Planner

Life expectancy table updated for the first time since 2002. If you are retired and have reached your seventies, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022. Next year, the Internal Revenue Service plans to update the life expectancy tables used for the calculation of…

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | March 1, 2021
Earnings Season Gets Underway
 – Presented by Mark K. Lund, Financial Advisor

Earnings Season Gets Underway
 – Presented by Mark K. Lund, Financial Advisor

Quarterly financial reports are here. Every few months, you may hear the phrase “earnings season” as you listen to financial news. But what exactly is “earnings season,” and why is it important to Wall Street? Earnings season is the time when a majority of publicly traded companies release their quarterly financial reports. Companies often go…

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | February 22, 2021

Weekly Growth Reports

The Fiduciary Advisor Report – Monday, March 8, 2021 – Salt Lake County

The Fiduciary Advisor Report – Monday, March 8, 2021 – Salt Lake County

THE WEEK ON WALL STREET Stocks were mixed last week as rising bond yields and heightening inflation fears sent stocks on a wild ride, capped by a remarkable Friday afternoon rally. The Dow Jones Industrial Average gained 1.82%, while the Standard & Poor’s 500 increased by 0.81%. The Nasdaq Composite index fell 2.06% for the…

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | March 8, 2021
The Fiduciary Advisor Report – Monday, March 1, 2021 – Alpine Utah

The Fiduciary Advisor Report – Monday, March 1, 2021 – Alpine Utah

THE WEEK ON WALL STREET Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower. The Dow Jones Industrial Average slipped 1.78%, while the Standard & Poor’s 500 declined 2.45%. The Nasdaq Composite index, home to many high-valuation growth plays, fell 4.92% for the week. The…

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | March 1, 2021
The Fiduciary Advisor Report – Monday, February 22, 2021 – Alpine Utah

The Fiduciary Advisor Report – Monday, February 22, 2021 – Alpine Utah

THE WEEK ON WALL STREET Rising bond yields dampened investor enthusiasm for high-multiple growth companies last week, sending market averages mostly lower in a holiday-shortened week of trading. The Dow Jones Industrial Average gained 0.11% for the week. But the Standard & Poor’s 500 fell 0.71% and the Nasdaq Composite index slid 1.57%. The MSCI…

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | February 22, 2021

Recent Videos

Alcatraz – Style Drift & Overlap

Alcatraz – Style Drift & Overlap

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | December 5, 2019
Trading in your car – Bid/Ask Spreads

Trading in your car – Bid/Ask Spreads

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | September 25, 2019
Riding the Bull

Riding the Bull

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | June 25, 2019

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An independent, fee-only, Registered Investment Advisor firm.
Providing investment management services for select individuals. All rights reserved.
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801-545-0696

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