Recent Blog Posts
Retirement Blindspots – Presented by Mark K. Lund, Financial Planner
Some life and financial factors that can sometimes be overlooked. We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as you think about your “second act,” you may want to consider some life and financial factors that can suddenly…
Do Our Biases Affect Our Financial Choices? – Presented by Mark K. Lund, Financial Advisor
Even the most seasoned investors are prone to their influence. Investors are routinely warned about allowing their emotions to influence their decisions. However, they are less routinely cautioned about their preconceptions and biases that may color their financial choices. In a battle between the facts & biases, our biases may win. If we acknowledge this…
Does Main Street Need a Wall Street Strategy? – Presented by Mark K. Lund, Financial Advisor
How will the self-employed strategize for retirement? As Wall Street pushes higher, a pandemic-weary Main Street is relearning how to manage cash flow with the hope of keeping its retirement dreams alive. Self-employed Americans, and the people working for them, account for roughly 30 percent of the nation’s workforce.1 In the best of times, putting…
Weekly Growth Reports
The Fiduciary Advisor Report – Monday, January 18, 2021 – Highland Utah
THE WEEK ON WALL STREET Markets drifted lower last week as uninspired investors digested mixed news on the economic front. The Dow Jones Industrial Average lost 0.91% while the Standard & Poor’s 500 slid 1.48%. The Nasdaq Composite index stumbled 1.54% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, slipped…
The Fiduciary Advisor Report – Monday, January 11, 2021 – Highland Utah
THE WEEK ON WALL STREET Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading. The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor’s 500 increased by 1.83%. The Nasdaq Composite index, which led throughout 2020, picked up…
The Fiduciary Advisor Report – Monday, January, 2021 – Highland Utah
THE WEEK ON WALL STREET Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. The Dow Jones Industrial Average gained 1.35%, while the Standard & Poor’s 500 increased by 1.43%. The Nasdaq Composite index, which led all year, added 0.65%. The MSCI EAFE index,…
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