The Investors Big Misconception

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…

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…

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…

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,…

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…

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…

Alcatraz – Style Drift & Overlap

Trading in your car – Bid/Ask Spreads

Riding the Bull