The Investors Big Misconception

The Pros and Cons of Early Retirement Plan Rollovers – Presented by Mark K. Lund, Financial Planner

Should you withdraw and reinvest your retirement plan money while you are still on the job? Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement account? Were you aware that you could do…

Details on the Tax Deadline Extension – Presented by Mark K. Lund, Financial Advisor

The I.R.S. is giving you three additional months to file and pay. The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the deadline to pay any federal taxes…

A Stock Market Lesson to Remember – Presented by Mark K. Lund, Financial Advisor

Confidence can quickly erode, but it can also quickly emerge. Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the equity benchmark often used as shorthand for the broad stock market, settled at 2,237.40 on March…

The Fiduciary Advisor Report – Monday, June 1, 2020 – Park City

THE WEEK ON WALL STREET The shortened week, which began with a powerful two-day rally of trading, was enough to drive the markets into another week of solid gains. The Dow Jones Industrial Average rose 3.75%, while the Standard & Poor’s 500 advanced 3.01%. The Nasdaq Composite Index climbed 1.77% for the week. The MSCI…

The Fiduciary Advisor Report – Monday, May 18, 2020 – Park City

THE WEEK ON WALL STREET Stocks drifted lower last week, weighed down by Federal Reserve Chairman Jerome Powell’s unsettling comments on the economy and signs of renewed tensions with China. The Dow Jones Industrial Average fell 2.65%, while the Standard & Poor’s 500 retreated 2.26%. The Nasdaq Composite Index slipped 1.17% for the week. The…

The Fiduciary Advisor Report – Monday, May 11, 2020 – Park City

THE WEEK ON WALL STREET Despite an historic downturn in employment, stocks managed to climb higher last week as investors were emboldened by the pace of economic re-openings here and abroad. The Dow Jones Industrial Average gained 2.56%, while the Standard & Poor’s 500 advanced 3.50%. The Nasdaq Composite Index jumped 6.00% for the week.…

Alcatraz – Style Drift & Overlap

Trading in your car – Bid/Ask Spreads

Riding the Bull