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Mark K. Lund a Fiduciary Financial Advisor in 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

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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

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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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Newsletters

When Early Retirement Doesn’t Meet Your Expectations – Presented by Mark K. Lund, Financial Advisor in Utah

When Early Retirement Doesn’t Meet Your Expectations – Presented by Mark K. Lund, Financial Advisor in Utah

At age 54, Jeanne Thompson was the perfect candidate for early retirement. She had the motivation: a demanding job that had left her feeling burned out. She had the financial wherewithal: a buyout offer from her employer. And she had the knowledge: as part of her job, she had helped people plan for retirement. Thompson…

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | September 18, 2023
The Right Way to Think About Regret – Presented by Mark K. Lund, Financial Advisor in Utah

The Right Way to Think About Regret – Presented by Mark K. Lund, Financial Advisor in Utah

“Regrets, I’ve had a fewBut then again too few to mention”1 This memorable lyric from the song “My Way,” famously crooned by Frank Sinatra, describes what many consider to be the ideal way to look back on your life. It essentially says that the successful individual rarely makes mistakes. And when they do, they don’t…

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | September 11, 2023
Why Taking Imperfect Action Can Be the Key to Success – Presented by Mark K. Lund, Utah Financial Advisor

Why Taking Imperfect Action Can Be the Key to Success – Presented by Mark K. Lund, Utah Financial Advisor

You’ve probably heard the old sports adage “You miss 100% of the shots you don’t take.” It speaks to our tendency, when considering some important action, to wait until conditions are ideal and our chances of success are nearly guaranteed. We fear that if we try and fail, it will end our chances for success.…

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | September 4, 2023

Growth Reports

Quarterly Client Letter – 2022 Q4 – Provided by Mark K. Lund, Financial Advisor

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…

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | January 5, 2023
The Fiduciary Advisor Report – If They Can Predict the Weather, Why Not the Stock Market? | Presented by Mark K Lund, Investment Advisor, Alpine, Utah, fee only, wealth management

The Fiduciary Advisor Report – If They Can Predict the Weather, Why Not the Stock Market? | Presented by Mark K Lund, Investment Advisor, Alpine, Utah, fee only, wealth management

If They Can Predict the Weather, Why Not the Stock Market? Humans have always had a strong desire to know the future. Soon after writing was developed in ancient Mesopotamia the Babylonians began using it to catalog thousands of auguries—observances of natural phenomena that they believed could predict major events.1 We still want to know…

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | September 26, 2022
The Fiduciary Advisor Report – The difference between planning ahead and worrying ahead | Presented by Mark K Lund, Financial planner, Alpine, Utah, fee only, wealth management

The Fiduciary Advisor Report – The difference between planning ahead and worrying ahead | Presented by Mark K Lund, Financial planner, Alpine, Utah, fee only, wealth management

The difference between planning ahead and worrying ahead When was the last time you watched the entire safety demonstration by an airline cabin crew? If you’ve traveled enough, you could probably stand up and give most of the presentation yourself. Using props like a seatbelt, an oxygen mask, and a lifejacket, the attendants talk about…

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | September 19, 2022

Coaching 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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