The Investors Big Misconception
If you think you are diversified, think again. Watch this video to learn about an investors big misconception.
Recent Blog Posts
The Shred Party – Presented by Mark K. Lund, Financial Planner
What should you get rid of and hold on to? When and why? If a shred party happens to spring up in your area, you may want to mark your calendar. For many years, shred parties, where a business or organization hosts clients or the public to the use of giant paper shredders, have presented…
Volatility Tests Your Mettle – Presented by Mark K. Lund, Investment Advisor
Some changes may be unsettling. Most people understand that stock prices don’t go straight up. But when market volatility increases, the price action can test the mettle of even the most seasoned investor. In recent weeks, stock prices have trended lower with a few eye-popping, one-day rallies as the financial markets appear to adjust to…
Tax Efficiency in Retirement – Presented by Mark K. Lund, Financial Planner
What role should taxes play in your investment decisions? Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 72. However, if you have saved and invested much of your life, you may also end up retiring at a…
Weekly Growth Reports
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,…
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%.…
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…
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