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Inflation Boogeyman
 – Presented by Mark K. Lund, Financial Planner

Inflation Boogeyman
 – Presented by Mark K. Lund, Financial Planner

What to keep in mind as inflation fears rise. Inflation has emerged as one of the top financial concerns for investors as they size up the economy for the rest of the year. According to research by Deutsche Bank, Google searches for “inflation” are rising rapidly and recently hit a peak not seen since the…

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The Fiduciary Advisor Report – Monday, June 7, 2021 – Park City Utah

The Fiduciary Advisor Report – Monday, June 7, 2021 – Park City Utah

THE WEEK ON WALL STREET A strong, but not too strong, employment report sparked a rally on the final day of trading, propelling stocks to a modest gain for the week. The Dow Jones Industrial Average climbed by 0.66%, while the Standard & Poor’s 500 added 0.61%. The Nasdaq Composite index increased by 0.48%. The…

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Are Americans Saving Too Much?
 – Presented by Mark K. Lund, Financial Advisor

Are Americans Saving Too Much?
 – Presented by Mark K. Lund, Financial Advisor

American spending habits have taken a clear direction. Among the many changes arising from the pandemic, one of the most noticeable was a change in American spending habits. A survey released in March 2021 by Pew Research shows that Americans have increasingly chosen to put away what extra money they have rather than invest. It…

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The Fiduciary Advisor Report – Monday, May 24, 2021 – Park City Utah

The Fiduciary Advisor Report – Monday, May 24, 2021 – Park City Utah

THE WEEK ON WALL STREET Stock prices fluctuated amid inflation concerns and bargain hunting, leaving stocks mixed for the week. The Dow Jones Industrial Average slipped 0.51%, while the Standard & Poor’s 500 dropped 0.43%. The tech-heavy Nasdaq Composite index advanced 0.31%. The MSCI EAFE index, which tracks developed overseas stock markets, gained 0.67%.1,2,3 LOTS…

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Investing During Periods of Inflation
 – Presented by Mark K. Lund, Financial Advisor

Investing During Periods of Inflation
 – Presented by Mark K. Lund, Financial Advisor

What does inflation mean for your investments? In August of 2020, the Fed announced that it is willing to allow inflation to run higher than normal in order to support the labor market and broader economy. This major policy shift allows inflation to run above the Fed’s 2% goal for some time before the Fed…

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The Fiduciary Advisor Report – Monday, May 17, 2021 – Park City Utah

The Fiduciary Advisor Report – Monday, May 17, 2021 – Park City Utah

THE WEEK ON WALL STREET A surge in consumer inflation unsettled investors, leading to a turbulent week of trading on Wall Street. The Dow Jones Industrial Average slipped 1.14%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq Composite index dropped 2.34% for the week. The MSCI EAFE index, which tracks developed overseas stock…

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Qualified Charitable Distributions
 – Presented by Mark K. Lund, Investment Advisor

Qualified Charitable Distributions
 – Presented by Mark K. Lund, Investment Advisor

A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Do you have an I.R.A.? As you enter your 70s, you may start to look at that I.R.A. not only as an asset, but also as a problem. By law, you must take required minimum distributions (R.M.D.s) from a Traditional I.R.A.…

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The Fiduciary Advisor Report – Monday, May 10, 2021 – Park City Utah

The Fiduciary Advisor Report – Monday, May 10, 2021 – Park City Utah

THE WEEK ON WALL STREET Stocks closed mixed last week as signs of continued economic recovery and upbeat earnings helped some sectors while the struggles persisted for high-growth companies. The Dow Jones Industrial Average gained 2.67%, while the Standard & Poor’s 500 rose 1.23%. But the Nasdaq Composite index, home for many high-growth companies, lost…

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The Shred Party – Presented by Mark K. Lund, Financial Planner

The Shred Party – Presented by Mark K. Lund, Financial Planner

What should you get rid of and hold on to? When and why? If a shred party happens to spring up in your area, you may want to mark your calendar. For many years, shred parties, where a business or organization hosts clients or the public to the use of giant paper shredders, have presented…

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The Fiduciary Advisor Report – Monday, May 3, 2021 – Park City Utah

The Fiduciary Advisor Report – Monday, May 3, 2021 – Park City Utah

THE WEEK ON WALL STREET Stocks meandered around a flatline in a busy week of corporate earnings, ending the trading week slightly lower. The Dow Jones Industrial Average slid 0.50%, while the Standard & Poor’s 500 was flat (+0.02%). The Nasdaq Composite index surrendered 0.39%. The MSCI EAFE index, which tracks developed overseas stock markets,…

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