Recent Blog Posts
The I.R.S. Has Enhanced the 2020 RMD Waivers – Presented by Mark K. Lund, Financial Planner
Investors may be eligible to “undo” certain retirement account withdrawals before September. In March, the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law. It was designed to help Americans impacted by the COVID-19 pandemic.1 The new law offered investors a financial break. It gave people the option to skip required minimum distributions (RMDs)…
What Is Earnings Season? – Presented by Mark Lund, Investment Advisor
Financial results are reported each quarter. Every few months, you may hear the phrase “we’re entering earnings season” as you read financial news. But what exactly is “earnings season” and why is it important to Wall Street? Earnings season is the period of time when a majority of publicly traded companies release their quarterly financial…
The Fiduciary Advisor Report – Monday, July 27, 2020 – Utah County
THE WEEK ON WALL STREET Stocks slipped in the final days of trading last week on higher jobless claims and rising tensions in the U.S.-China relationship. The Dow Jones Industrial Average lost 0.76%, while the Standard & Poor’s 500 dipped 0.28%. The Nasdaq Composite Index dropped 1.33% for the week. The MSCI EAFE Index,…
Weekly Growth Reports
The Fiduciary Advisor Report – Monday, August 3, 2020 – Alpine, Utah
THE WEEK ON WALL STREET Stocks were mixed last week amid a busy week of earnings, some troubling economic data, and seemingly little progress on a new fiscal stimulus package. The Dow Jones Industrial Average slipped 0.16%, while the Standard & Poor’s 500 increased by 1.73%. The Nasdaq Composite Index surged 3.69% for the week.…
The Fiduciary Advisor Report – Monday, July 20, 2020 – Highland Utah
THE WEEK ON WALL STREET Stocks were mixed last week as investors reacted to positive economic data, progress on a COVID-19 vaccine, and the continued nationwide increase of COVID-19 cases. The Dow Jones Industrial Average gained 2.29%, while the Standard & Poor’s 500 rose by 1.25%. But the Nasdaq Composite Index dropped 1.08% for the…
The Fiduciary Advisor Report – Monday, July 6, 2020 – Draper Utah
THE WEEK ON WALL STREET In a holiday-shortened week, stock prices turned higher as encouraging economic data outweighed an increase in COVID-19 cases and a rollback in economic re-openings. The Dow Jones Industrial Average rose 3.25%, while the Standard & Poor’s 500 increased by 4.02%. The Nasdaq Composite Index gained 4.62% for the week. The…
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