RSSThe Mark Lund Fiduciary Advisor Report

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…

Continue Reading

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,…

Continue Reading

The Fiduciary Advisor Report – Monday, April 26, 2021 – Utah County

The Fiduciary Advisor Report – Monday, April 26, 2021 – Utah County

THE WEEK ON WALL STREET The crosscurrents of strong corporate earnings, rising global cases of COVID-19, and the specter of higher capital gains taxes led to a choppy week of trading that left stock prices slightly lower for the week. The Dow Jones Industrial Average lost 0.46%, while the Standard & Poor’s 500 slipped 0.13%.…

Continue Reading

The Fiduciary Advisor Report – Monday, April 19, 2021 – Lehi, Utah

The Fiduciary Advisor Report – Monday, April 19, 2021 – Lehi, Utah

THE WEEK ON WALL STREET Stocks reached record highs last week, riding the tailwind of improving economic data and a strong start to the earnings season. The Dow Jones Industrial Average rose 1.18%, while the Standard & Poor’s 500 gained 1.37%. The Nasdaq Composite index added 1.09%. The MSCI EAFE index, which tracks developed overseas…

Continue Reading

The Fiduciary Advisor Report – Monday, March 29, 2021 – Lehi, Utah

The Fiduciary Advisor Report – Monday, March 29, 2021 – Lehi, Utah

THE WEEK ON WALL STREET A rocky week with wide price swings led to mixed results for stocks last week, as investors grappled with anxieties over economic growth and weakness in technology and other high-growth stocks. The Dow Jones Industrial Average added 1.36%, while the Standard & Poor’s 500 gained 1.57%. The Nasdaq Composite index…

Continue Reading

The Fiduciary Advisor Report – Monday, March 22, 2021 – Lehi, Utah

The Fiduciary Advisor Report – Monday, March 22, 2021 – Lehi, Utah

THE WEEK ON WALL STREET Rising bond yields and improving economic conditions led to a choppy week of trading that ended in modest losses for investors. The Dow Jones Industrial Average fell 0.46%, while the Standard & Poor’s 500 declined 0.77%. The Nasdaq Composite index lost 0.79% for the week. The MSCI EAFE index, which…

Continue Reading

The Fiduciary Advisor Report – Monday, March 15, 2021 – Lehi, Utah

The Fiduciary Advisor Report – Monday, March 15, 2021 – Lehi, Utah

THE WEEK ON WALL STREET Stocks touched new record highs last week as bond yields steadied, a fiscal relief bill was signed into law, and confidence in a strong economic recovery grew. The Dow Jones Industrial Average gained 4.07%, while the Standard & Poor’s 500 tacked on 2.64%. The Nasdaq Composite index rose 3.09% for…

Continue Reading

The Fiduciary Advisor Report – Monday, March 8, 2021 – Salt Lake County

The Fiduciary Advisor Report – Monday, March 8, 2021 – Salt Lake County

THE WEEK ON WALL STREET Stocks were mixed last week as rising bond yields and heightening inflation fears sent stocks on a wild ride, capped by a remarkable Friday afternoon rally. The Dow Jones Industrial Average gained 1.82%, while the Standard & Poor’s 500 increased by 0.81%. The Nasdaq Composite index fell 2.06% for the…

Continue Reading

The Fiduciary Advisor Report – Monday, March 1, 2021 – Alpine Utah

The Fiduciary Advisor Report – Monday, March 1, 2021 – Alpine Utah

THE WEEK ON WALL STREET Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower. The Dow Jones Industrial Average slipped 1.78%, while the Standard & Poor’s 500 declined 2.45%. The Nasdaq Composite index, home to many high-valuation growth plays, fell 4.92% for the week. The…

Continue Reading

The Fiduciary Advisor Report – Monday, February 22, 2021 – Alpine Utah

The Fiduciary Advisor Report – Monday, February 22, 2021 – Alpine Utah

THE WEEK ON WALL STREET Rising bond yields dampened investor enthusiasm for high-multiple growth companies last week, sending market averages mostly lower in a holiday-shortened week of trading. The Dow Jones Industrial Average gained 0.11% for the week. But the Standard & Poor’s 500 fell 0.71% and the Nasdaq Composite index slid 1.57%. The MSCI…

Continue Reading