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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.

Learn More

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

A stock picker asks: Is it really worth all the work?  – Presented by Mark K. Lund, Financial Advisor

A stock picker asks: Is it really worth all the work? – Presented by Mark K. Lund, Financial Advisor

When it comes to stocks, it’s easy to have a short memory. Everybody seems focused on what’s happening today and the near future. What are the pundits saying about this week? What are the forecasters predicting for the next quarter? Back in 2020, after the market shook off the shock of the pandemic, it came…

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | June 27, 2022
Rehearsing for Retirement – Presented by Mark K. Lund, Financial Advisor

Rehearsing for Retirement – Presented by Mark K. Lund, Financial Advisor

Try living as a “retiree” for a month or two before you commit to leaving your career. Imagine if you could preview your retirement in advance. In a sense, you can. Financially and mentally, you can “rehearse” for the third act of your life, while still enjoying the second. Pretend you are retired for a…

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | June 20, 2022
Couples Retiring on the Same Page – Presented by Mark K. Lund, Investment Advisor

Couples Retiring on the Same Page – Presented by Mark K. Lund, Investment Advisor

Agreeing about what you want from retirement is crucial. What does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least roughly similar? The Social Security Administration currently projects an average retirement of 18 years for a man and 21 years…

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | June 13, 2022

Weekly Growth Reports

The Fiduciary Advisor Report – Monday, June 27, 2022 – Park City Utah

The Fiduciary Advisor Report – Monday, June 27, 2022 – Park City Utah

THE WEEK ON WALL STREET Prospects of cooling inflation powered a rally in stock prices last week despite growing recession concerns. The Dow Jones Industrial Average gained 5.39%, while the Standard & Poor’s 500 climbed 6.45%. The Nasdaq Composite index rose 7.49% for the week. The MSCI EAFE index, which tracks developed overseas stock markets,…

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | June 27, 2022
The Fiduciary Advisor Report – Monday, June 20, 2022 – Park City Utah

The Fiduciary Advisor Report – Monday, June 20, 2022 – Park City Utah

THE WEEK ON WALL STREET Stocks moved lower last week as recession fears deepened following a Fed hike in interest rates and weak economic data. The Dow Jones Industrial Average fell 4.79%, while the Standard & Poor’s 500 dropped 5.79%. The Nasdaq Composite index slid 4.78% for the week. The MSCI EAFE index, which tracks…

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | June 20, 2022
The Fiduciary Advisor Report – Monday, June 13, 2022 – Park City Utah

The Fiduciary Advisor Report – Monday, June 13, 2022 – Park City Utah

THE WEEK ON WALL STREET A higher-than-expected inflation report triggered a sell-off on Friday, leaving stocks in the red for the week. The Dow Jones Industrial Average lost 4.58%, while the Standard & Poor’s 500 dropped 5.05%. The Nasdaq Composite index slid 5.60% for the week. The MSCI EAFE index, which tracks developed overseas stock…

Presented by Mark K. Lund, author of The Effective Investor, a #1 Best Seller | June 13, 2022

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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