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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…

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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,…

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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…

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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…

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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…

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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…

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Should You Downsize for Retirement? – Presented by Mark K. Lund, Financial Planner

Should You Downsize for Retirement? – Presented by Mark K. Lund, Financial Planner

Some retirees save a great deal of money by doing so; others do not. You want to retire, and you own a large home that is nearly or fully paid off. The kids are gone, but the upkeep costs haven’t fallen. Should you retire and keep your home? Or sell your home and retire? Maybe…

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The Fiduciary Advisor Report – Monday, June 6, 2022 – Park City, Utah

The Fiduciary Advisor Report – Monday, June 6, 2022 – Park City, Utah

THE WEEK ON WALL STREET In a holiday-shortened week of volatile trading, stocks surrendered some of the previous week’s strong gains. The Dow Jones Industrial Average fell 0.94%, while the Standard & Poor’s 500 declined 1.20%. The Nasdaq Composite index lost 0.98% for the week. The MSCI EAFE index, which tracks developed overseas stock markets,…

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THE RETIREMENT REALITY CHECK – Presented by Mark K. Lund, Investment Advisor

THE RETIREMENT REALITY CHECK – Presented by Mark K. Lund, Investment Advisor

Little things to keep in mind for life after work. Decades ago, there was a book titled What They Don’t Teach You at Harvard Business School. Perhaps someday, another book will appear to discuss certain aspects of the retirement experience that go unrecognized – the “fine print”, if you will. Here are some little things…

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The Fiduciary Advisor Report – Monday, May 23, 2022 – Utah County

The Fiduciary Advisor Report – Monday, May 23, 2022 – Utah County

THE WEEK ON WALL STREET Recession fears grew last week following weak earnings reports from major retailers, sending stocks lower. The Dow Jones Industrial Average fell 2.90%, while the Standard & Poor’s 500 lost 3.05%. The Nasdaq Composite index dropped 3.82% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, gained…

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