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National Day of Thanks: Prescription for a Divided Nation – Presented by Mark K. Lund, Financial Advisor in Utah

National Day of Thanks: Prescription for a Divided Nation – Presented by Mark K. Lund, Financial Advisor in Utah

In late September of 1863, with the Civil War still raging, Abraham Lincoln proclaimed that the final Thursday in November would be a National Day of Thanks. He and his cabinet hoped that the day of solemn gratitude would help “heal the wounds of the nation.”1 But the decision to observe a national Thanksgiving holiday…

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The Keys to Sticking with a Budget are Keeping it Simple and Making it Purposeful – Presented by Mark K. Lund, Financial Advisor in Utah

The Keys to Sticking with a Budget are Keeping it Simple and Making it Purposeful – Presented by Mark K. Lund, Financial Advisor in Utah

The most significant thing you can do to take control of your finances is keep a budget. No matter your income level or stage of life, it will help enable you to do the most with your money and give you greater peace of mind. An ongoing budget not only gives you a current picture…

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Dreaming of an early retirement? Possible, but requires good planning – Presented by Mark K. Lund, Financial Advisor in Utah

Dreaming of an early retirement? Possible, but requires good planning – Presented by Mark K. Lund, Financial Advisor in Utah

A lot of Americans would like to quit their jobs for good. For anecdotal proof, just look at the booming sales in lottery tickets. But many people aren’t waiting to strike it rich to leave the workforce before the traditional retirement age. According to Barron’s, baby boomers (the 70-million-strong cohort born between 1946 and 1964),…

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Summer Report Card: Active Fund Managers Demonstrate Bad Timing – Presented by Mark K. Lund, Financial Advisor in Utah

Summer Report Card: Active Fund Managers Demonstrate Bad Timing – Presented by Mark K. Lund, Financial Advisor in Utah

You’re driving down the interstate. Traffic is heavy and you’re running late. You get in the left lane, which is supposed to move faster. But for some reason it comes to a stop. So you dodge over to the right lane, which also stops. Now the left lane is moving again. So you signal to…

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The Economic Benefits of Halloween- Presented by Mark K. Lund, Financial Advisor in Utah

The Economic Benefits of Halloween- Presented by Mark K. Lund, Financial Advisor in Utah

With door-to-door Christmas caroling having gone the way of the horse and buggy, Halloween is our last national holiday where we get to meet a lot of our neighbors. Of course, the next day you might not recognize the children when they’re not dressed like little princesses, monsters, or superheroes. But their parents should look…

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The Time a Team of Professional Stock-Pickers Was Beaten by a Cat – – Presented by Mark K. Lund, Financial Advisor in Utah

The Time a Team of Professional Stock-Pickers Was Beaten by a Cat – – Presented by Mark K. Lund, Financial Advisor in Utah

Back in 2012 the U.K. based Observer newspaper decided to test the performance of their panel of professional stock-pickers. In a three-way contest they pitted the trio of investment professionals against a team of finance students and a house cat named Orlando.1 According to the story, at the start of the year each team was…

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Good days follow bad days: How to keep from missing the Market’s biggest returns – Presented by Mark K. Lund, Financial Advisor in Utah

Good days follow bad days: How to keep from missing the Market’s biggest returns – Presented by Mark K. Lund, Financial Advisor in Utah

If the stock market were a person, you would not want to be around them very much. Imagine a friend who reacts unpredictably to every major piece of economic news, often several times a day. One minute they’re on top of the world. The next minute they’re sitting in a dark corner with their head…

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Rewarding Recklessness: Teaching Young Investors to Take Serious Risks, Presented by Mark K. Lund, Financial Advisor in Utah

Rewarding Recklessness: Teaching Young Investors to Take Serious Risks, Presented by Mark K. Lund, Financial Advisor in Utah

Drivers’ education has to be, hands down, the most boring class in high school. In home economics (if they still have it) you get to experiment with fun desserts. Wood shop lets you use dangerous tools. Even keyboarding class (formerly known as Typing) uses games to teach speed and accuracy. But not drivers’ ed. It’s…

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The Fiduciary Advisor Report – If They Can Predict the Weather, Why Not the Stock Market? | Presented by Mark K Lund, Investment Advisor, Alpine, Utah, fee only, wealth management

The Fiduciary Advisor Report – If They Can Predict the Weather, Why Not the Stock Market? | Presented by Mark K Lund, Investment Advisor, Alpine, Utah, fee only, wealth management

If They Can Predict the Weather, Why Not the Stock Market? Humans have always had a strong desire to know the future. Soon after writing was developed in ancient Mesopotamia the Babylonians began using it to catalog thousands of auguries—observances of natural phenomena that they believed could predict major events.1 We still want to know…

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The Fiduciary Advisor Report – The difference between planning ahead and worrying ahead | Presented by Mark K Lund, Financial planner, Alpine, Utah, fee only, wealth management

The Fiduciary Advisor Report – The difference between planning ahead and worrying ahead | Presented by Mark K Lund, Financial planner, Alpine, Utah, fee only, wealth management

The difference between planning ahead and worrying ahead When was the last time you watched the entire safety demonstration by an airline cabin crew? If you’ve traveled enough, you could probably stand up and give most of the presentation yourself. Using props like a seatbelt, an oxygen mask, and a lifejacket, the attendants talk about…

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