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Ways to Fund Special Needs Trusts
 – Presented by Mark K. Lund, Financial Planner

Ways to Fund Special Needs Trusts
 – Presented by Mark K. Lund, Financial Planner

A look at the different choices & strategies. If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be used to address those financial challenges. Most importantly,…

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The Fiduciary Advisor Report – Monday, September 20, 2021 – Lehi, Utah

The Fiduciary Advisor Report – Monday, September 20, 2021 – Lehi, Utah

THE WEEK ON WALL STREET Stocks weakened ahead of this week’s Federal Reserve meeting and amid persistent concerns about the Delta variant’s impact on the economy. The Dow Jones Industrial Average was flat (-0.07%), while the Standard & Poor’s 500 fell 0.57%. The Nasdaq Composite index lost 0.47% for the week. The MSCI EAFE index,…

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A COLA with Your Social Security?
 – Presented by Mark K. Lund, Investment Advisor

A COLA with Your Social Security?
 – Presented by Mark K. Lund, Investment Advisor

Preliminary estimates call for a 4.7% cost-of-living increase.1 If there is a “silver lining” to all the inflation talk, it may be that Social Security benefits are expected to see a larger-than-normal increase in 2022. Preliminary estimates call for a 4.7% cost-of-living increase (COLA) in Social Security benefits next year, which would be the highest…

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The Fiduciary Advisor Report – Monday, September 13, 2021 – Utah County

The Fiduciary Advisor Report – Monday, September 13, 2021 – Utah County

THE WEEK ON WALL STREET In a quiet week of news, stocks moved lower amid simmering concerns over the Delta variant’s effect on the progress of economic reopening. The Dow Jones Industrial Average declined 2.15%, while the Standard & Poor’s 500 dropped 1.69%. The Nasdaq Composite index fell 1.61% for the week. The MSCI EAFE…

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A Seven-Year High for Gas Prices
 – Presented by Mark K. Lund, Financial Planner

A Seven-Year High for Gas Prices
 – Presented by Mark K. Lund, Financial Planner

Things in America are returning to something like a pre-COVID normal. Over Memorial Day weekend, gasoline prices hit the highest for this holiday weekend since 2014.1 With the Colonial Pipeline outage in the rear-view mirror and an ever-increasing number of adults vaccinated, formerly cooped-up motorists made the most of what America has to offer. The…

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The Fiduciary Advisor Report – Monday, August 30, 2021 – Alpine, Utah

The Fiduciary Advisor Report – Monday, August 30, 2021 – Alpine, Utah

THE WEEK ON WALL STREET The stock market powered to record levels last week amid talk of Fed tapering and a deceleration in new Delta variant cases. The Dow Jones Industrial Average gained 0.96%, while the Standard & Poor’s 500 increased 1.52%. The Nasdaq Composite index led, picking up 2.82%. The MSCI EAFE index, which…

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Recovering from COVID
 – Presented by Mark K. Lund, Financial Advisor

Recovering from COVID
 – Presented by Mark K. Lund, Financial Advisor

Some promising trends emerge. With COVID, there were some who believed that progress on this health issue was a necessary precondition to economic recovery. In recent weeks, we have seen some promising trends emerge on the health front. The CDC is reporting the provision of 295 million vaccinations; 51% of Americans have had at least…

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The Fiduciary Advisor Report – Monday, August 23, 2021 – Alpine, Utah

The Fiduciary Advisor Report – Monday, August 23, 2021 – Alpine, Utah

THE WEEK ON WALL STREET Stocks turned lower last week amid the increasing probability of a Fed tapering, mixed economic data, and growing concerns about the economic impact of the Delta variant. The Dow Jones Industrial Average slumped 1.11%, while the Standard & Poor’s 500 lost 0.59%. The Nasdaq Composite index slipped 0.73%. The MSCI…

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Inflation Can Be a Scary Word
 – Presented by Mark K. Lund, Financial Advisor

Inflation Can Be a Scary Word
 – Presented by Mark K. Lund, Financial Advisor

There are compelling reasons to adopt a wait-and-see approach. Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.” The recent reading on consumer prices put inflation back into the conversation. The Consumer Price Index (CPI) rose 0.8% in April…

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The Fiduciary Advisor Report – Monday, August 16, 2021 – Alpine, Utah

The Fiduciary Advisor Report – Monday, August 16, 2021 – Alpine, Utah

THE WEEK ON WALL STREET Looking past inflation figures and Delta variant trends, stocks last week found a way to climb higher and set fresh record highs in the process. The Dow Jones Industrial Average rose 0.87%, while the Standard & Poor’s 500 advanced 0.71%. The Nasdaq Composite index was flat (-0.09%) for the week.…

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