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When Bad News Is Good News – Presented by Mark K. Lund, Financial Advisor

When Bad News Is Good News – Presented by Mark K. Lund, Financial Advisor

A surprising reaction to tapered bond purchases. Financial markets can be challenging to understand. But when markets enter a “bad news is good news” cycle, it becomes even more difficult to follow along. At its November meeting, the Fed outlined its plan to taper monthly bond purchases, which will end this pandemic-era policy response by…

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The Fiduciary Advisor Report – Monday, January 17, 2022 – Highland Utah

The Fiduciary Advisor Report – Monday, January 17, 2022 – Highland Utah

THE WEEK ON WALL STREET Deteriorating investor enthusiasm for high-valuation growth companies and a mixed start to the fourth-quarter earnings season made for a volatile week.    The Dow Jones Industrial Average lost 0.88%, while the Standard & Poor’s 500 slipped 0.30%. The Nasdaq Composite index fell 0.28% for the week. The MSCI EAFE index,…

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Wise Decisions with Retirement in Mind
 – Presented by Mark K. Lund, Financial Advisor

Wise Decisions with Retirement in Mind
 – Presented by Mark K. Lund, Financial Advisor

Certain financial & lifestyle choices may lead you toward a better future. Some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of investment decisions that makes the difference. There are certain dos and don’ts – some less apparent than others – that tend to encourage retirement…

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The Fiduciary Advisor Report – Monday, January 10, 2022 – Highland Utah

The Fiduciary Advisor Report – Monday, January 10, 2022 – Highland Utah

THE WEEK ON WALL STREET A jump in yields sparked by a more aggressive sounding Federal Reserve sent the market lower to start the new year.    The Dow Jones Industrial Average fell 0.29%, while the Standard & Poor’s 500 declined 1.87%. The Nasdaq Composite index was hardest hit, dropping 4.53% for the week. The…

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Wise Decisions with Retirement in Mind
 – Presented by Mark K. Lund, Investment Advisor

Wise Decisions with Retirement in Mind
 – Presented by Mark K. Lund, Investment Advisor

Certain financial & lifestyle choices may lead you toward a better future. Some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of investment decisions that makes the difference. There are certain dos and don’ts – some less apparent than others – that tend to encourage retirement…

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The Fiduciary Advisor Report – Monday, January 3, 2022 – Highland Utah

The Fiduciary Advisor Report – Monday, January 3, 2022 – Highland Utah

THE WEEK ON WALL STREET Stocks closed out the year on a mostly positive note, adding to the year’s gains as concerns about the economic issues of Omicron infections receded.    The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 picked up 0.85%. The Nasdaq Composite index was flat (-0.05%) for…

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The Social Security Administration Announces 2022 COLA
 – Presented by Mark K. Lund, Financial Planner

The Social Security Administration Announces 2022 COLA
 – Presented by Mark K. Lund, Financial Planner

5.9% is the biggest COLA increase in decades. On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022, the largest increase in four decades. This adjustment will begin with benefits payable to more than 64 million Social Security beneficiaries in…

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The Fiduciary Advisor Report – Monday, December 27, 2021 – Highland Utah

The Fiduciary Advisor Report – Monday, December 27, 2021 – Highland Utah

THE WEEK ON WALL STREET Stock prices retreated last week as global central banks joined the Federal Reserve in taking steps to tighten monetary policy. The Dow Jones Industrial Average fell 1.68%, while the Standard & Poor’s 500 dropped 1.94%. The Nasdaq Composite index tumbled 2.95% for the week. The MSCI EAFE index, which tracks…

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Making Sense of Seemingly Inconsistent Numbers
 – Presented by Mark K. Lund, Investment Advisor

Making Sense of Seemingly Inconsistent Numbers
 – Presented by Mark K. Lund, Investment Advisor

Wise investors take the “big picture” view. It can be incredibly difficult to make sense of data. A report coming from one body may tell you one thing, and another report might seem to offer a wholly different perspective. Such is the case with August’s jobs numbers from the Department of Labor. There was a…

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The Fiduciary Advisor Report – Monday, December 20, 2021 – Utah county

The Fiduciary Advisor Report – Monday, December 20, 2021 – Utah county

THE WEEK ON WALL STREET Stock prices retreated last week as global central banks joined the Federal Reserve in taking steps to tighten monetary policy. The Dow Jones Industrial Average fell 1.68%, while the Standard & Poor’s 500 dropped 1.94%. The Nasdaq Composite index tumbled 2.95% for the week. The MSCI EAFE index, which tracks…

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