Coaching Videos
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.
If what you thought to be true about your investments turned out to be false, when would you want to know?
Tip Number 1: Look at the SAI of the mutual funds you own. The SEC requires each mutual fund company
Asset Protection Tip Number 1 It should be pointed out that many portfolio managers, financial advisors, stockbrokers, and financial planners
Truth Number 1 There can be times when the market goes up and your equity indexed annuity will get 0% credit.
What does your money really have to do to bring you peace of mind? The answers lie in asking the right questions,
Just by reading The Fiduciary Awareness Guide, you will know more than most plan sponsors about what it means to be a prudent fiduciary.
Those who benefit the most are employers sponsoring a retirement plan and those who are currently investing for retirement.
Retirement Plan Options for Small Businesses – Provided by Mark K. Lund, Financial Advisor
The SECURE Act and CARES Act may complicate the decision. As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees? There are three main types of retirement plans for small businesses: SIMPLE-IRAs, SEP-IRAs, and 401(k)s.…
The Fiduciary Advisor Report – Monday, June 29, 2020 – Draper Utah
THE WEEK ON WALL STREET A jump in COVID-19 cases dampened investor enthusiasm last week, sending stock prices lower on worries that rising infections could derail the economic recovery. The Dow Jones Industrial Average slumped 3.31%, while the Standard & Poor’s 500 retreated 2.86%. The Nasdaq Composite Index lost 1.90% for the week. The MSCI…
Who Is Your Trusted Contact? – Presented by Mark K. Lund, Investment Advisor
This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1 You do not have to supply this information, but it is encouraged. The request is made…
The Fiduciary Advisor Report – Monday, June 29, 2020 – Draper Utah
THE WEEK ON WALL STREET A jump in COVID-19 cases dampened investor enthusiasm last week, sending stock prices lower on worries that rising infections could derail the economic recovery. The Dow Jones Industrial Average slumped 3.31%, while the Standard & Poor’s 500 retreated 2.86%. The Nasdaq Composite Index lost 1.90% for the week. The MSCI…
The Fiduciary Advisor Report – Monday, June 15, 2020 – Draper Utah
THE WEEK ON WALL STREET Investor sentiment turned negative last week, amid an increasing number of COVID-19 cases in states where re-opening has been underway as well as a subdued economic forecast from the Federal Reserve. The Dow Jones Industrial Average dropped 5.55%, while the Standard & Poor’s 500 lost 4.78%. The Nasdaq Composite Index…
The Fiduciary Advisor Report – Monday, June 8, 2020 – Utah County
THE WEEK ON WALL STREET A positive jobs report sent stocks soaring last Friday, capping a solid week as evidence of a global economic recovery outweighed concerns over civil unrest and tensions with China. The Dow Jones Industrial Average jumped 6.81%, while the Standard & Poor’s 500 advanced 4.91%. The tech-heavy Nasdaq Composite Index lagged,…
Connect with Mark on the following social media platforms:
Follow Mark