RSSGrowth Report

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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The Fiduciary Advisor Report – The Human Factor in Financial Success | Presented by Mark K Lund, Investment Advisor, Utah County, Fee only, fiduciary, wealth management

The Fiduciary Advisor Report – The Human Factor in Financial Success | Presented by Mark K Lund, Investment Advisor, Utah County, Fee only, fiduciary, wealth management

The Human Factor in Success During the ten days of track and field competition at the recent World Athletics Championships, athletes ran faster, jumped higher, or threw farther than ever before. In process they set three world records and ten meet records.1 So what enabled them to achieve these new levels of success? You might…

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The Fiduciary Advisor Report – Avoiding Retirement Claustrophobia | Presented by Mark K Lund, Financial Planner, Highland, Utah, Fee only, fiduciary, wealth management

The Fiduciary Advisor Report – Avoiding Retirement Claustrophobia | Presented by Mark K Lund, Financial Planner, Highland, Utah, Fee only, fiduciary, wealth management

Avoiding Retirement Claustrophobia Retirement is supposed to be a time of increased freedom and happiness. After all, when you no longer need a job to provide your living, you can pursue the things you never had time for before. However, for many people, the thought of retiring brings anxiety. A recent survey by the job…

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The Fiduciary Advisor Report | Presented by Presented by Mark K Lund, Financial Advisor, Highland, Utah, fee only, wealth management

The Fiduciary Advisor Report | Presented by Presented by Mark K Lund, Financial Advisor, Highland, Utah, fee only, wealth management

How long will high inflation last and what should you do about it? Most people understand that inflation is when prices go up. To be more precise, the International Monetary Fund defines it this way: “Inflation is the rate of increase in prices over a given period of time. Inflation is typically a broad measure,…

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The Fiduciary Advisor Report | Presented by Mark K Lund, Investment Advisor, Draper, Utah, fee only, wealth management

The Fiduciary Advisor Report | Presented by Mark K Lund, Investment Advisor, Draper, Utah, fee only, wealth management

What happens when investors believe losing is unthinkable? Whether or not you’re a die-hard NFL fan, you can appreciate the story of Trevor Lawrence. He became the starting quarterback of his high school team as a sophomore, and then led them to 41 straight victories and three state championships.1 In his freshman year at Clemson…

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The Fiduciary Advisor Report – Presented by Mark K. Lund, Financial Planner – July 25, 2022

The Fiduciary Advisor Report – Presented by Mark K. Lund, Financial Planner – July 25, 2022

Secret to retirement happiness: Planning for fun The always-on Internet gives us instant access to virtually unlimited information and entertainment. But it has a downside. Our phones and tablets can deliver a million ways to kill time, but few are genuinely fun. Catherine Price, a science journalist and expert on the effects of screentime, says…

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The Fiduciary Advisor Report – Monday, July 18, 2022 – Utah County

The Fiduciary Advisor Report – Monday, July 18, 2022 – Utah County

THE WEEK ON WALL STREET A record-high inflation report, the prospects of a more aggressive Fed, and growing recession fears sent stocks lower– though a Friday rally pared losses. The Dow Jones Industrial Average slipped 0.16%, while the Standard & Poor’s 500 lost 0.93%. The Nasdaq Composite index dropped 1.57% for the week. The MSCI…

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The Fiduciary Advisor Report – Monday, July 11, 2022 – Park City Utah

The Fiduciary Advisor Report – Monday, July 11, 2022 – Park City Utah

THE WEEK ON WALL STREET In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields. The Dow Jones Industrial Average increased 0.77%, while the Standard & Poor’s 500 rose 1.94%. The Nasdaq Composite index picked up 4.56% for the week. The MSCI EAFE index, which tracks developed…

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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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