Recent Blog Posts
Election 2020: Biden’s Policy Initiatives – Presented by Mark K. Lund, Financial Planner
Potential proposals and their legislative requirements. With the outcome of the presidential election still undecided—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to review what type of legislative support would be needed to pass certain proposals of Joe Biden. The key item to remember is…
Coronavirus Vaccines and the Economy – Presented by Mark K. Lund, Financial Advisor
Hopeful markets react. As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1 A positive reaction to these vaccines affects every aspect of human life, including the financial world. On Monday,…
What Do I Do With All of This Money? – Presented by Mark K. Lund, Financial Advisor
Just because it’s a nice problem, doesn’t mean it’s not still a problem. Here’s a scenario for you: You pick up what appears to be a lottery ticket. You check the numbers for a laugh and discover a winning combination, offering you millions of dollars in prize money. What are the chances of that? The…
Weekly Growth Reports
The Fiduciary Advisor Report – Monday, November 30, 2020 – Park City Utah
THE WEEK ON WALL STREET Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty. The Dow Jones Industrial Average rose 2.21%, while the Standard & Poor’s 500 added 2.27%. The Nasdaq Composite index, which has led all year, gained 2.96%. The MSCI EAFE index, which…
The Fiduciary Advisor Report – Monday, November 23, 2020 – Park City Utah
THE WEEK ON WALL STREET Despite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase in new infections and economic lockdowns. The Dow Jones Industrial Average fell 0.73%, while the Standard & Poor’s 500 declined 0.77%. The Nasdaq Composite index rose 0.22% for the week. The MSCI EAFE index,…
The Fiduciary Advisor Report – Monday, November 16, 2020 – Park City Utah
THE WEEK ON WALL STREET News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh lockdowns. The Dow Jones Industrial Average surged 4.08%, while the Standard & Poor’s 500 rose 2.16%. The…
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