The Investors Big Misconception

Buffett and Powell Talk Inflation – Presented by Mark K. Lund, Investment Advisor

The Oracle of Omaha and the Fed Chair seem to be at odds. What does it mean when two of the most powerful voices in American financial life seem to be saying two different things? In one corner, we have the “Oracle of Omaha,” investor Warren Buffett. As one of the nation’s richest people and…

2021 Retirement Confidence Survey
 – Presented by Mark K. Lund, Financial Planner

A deep dive into workers’ expectations in retirement versus actual income sources. Will your retirement dreams match your reality? That’s perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else? For more than 30 years, the Employee Benefit Research Institute (EBRI) has…

Debate Starts on Capital Gains Tax – Presented by Mark K. Lund, Financial Advisor

What to expect and why. Now and again, the price action on Wall Street can surprise even the most seasoned investors. Look no further than when President Biden in late April proposed an increase in the tax on capital gains to 39.6% from 20% for those Americans who earn more than $1 million.1 Stocks dropped…

The Fiduciary Advisor Report – Monday, July 26, 2021 – Salt Lake County, Utah

THE WEEK ON WALL STREET Overcoming a COVID-related economic growth scare, stocks moved higher amid a week of strong corporate earnings reports. The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 gained 1.96%. The Nasdaq Composite index soared 2.84% for the week. The MSCI EAFE index, which tracks developed overseas stock…

The Fiduciary Advisor Report – Monday, July 19, 2021 – Draper Utah

THE WEEK ON WALL STREET Despite a good start to earnings season and some solid economic data, worries of slower second-half economic growth led to a pullback in stock prices last week. The Dow Jones Industrial Average fell 0.52%, while the Standard & Poor’s 500 lost 0.97%. The Nasdaq Composite index sank 1.87% for the…

The Fiduciary Advisor Report – Monday, July 12, 2021 – Highland Utah

THE WEEK ON WALL STREET Stocks managed small gains as investors wrestled with concerns over economic growth prospects and a rise in COVID-19 infections. The Dow Jones Industrial Average picked up 0.24%, while the Standard & Poor’s 500 gained 0.40%. The Nasdaq Composite index added 0.43%. The MSCI EAFE index, which tracks developed overseas stock…

Alcatraz – Style Drift & Overlap

Trading in your car – Bid/Ask Spreads

Riding the Bull