Recent Blog Posts
Key Provisions of the CARES Act – Provided by Mark K. Lund, Financial Advisor
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees.1 To put this monumental…
Pullbacks, Corrections, and Bear Markets – Provided by Mark K. Lund, Financial Advisor
What’s the difference? What do these terms mean for you? The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is trending lower. Worried investors believe “this time it’s different.” When the market drops, some investors lose perspective that…
Focusing on Your Strategy During Turbulent Times. Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. This impatience also manifests itself in the financial markets. When stocks slip,…
Weekly Growth Reports
The Fiduciary Advisor Report – Monday, April 6, 2020 – Lehi Utah
THE WEEK ON WALL STREET Modest declines in stock prices this week masked the volatile inter- and intraday price swings as investors digested poor economic data and a warning from the President that the worst days of the COVID-19 pandemic may still lie ahead. The Dow Jones Industrial Average slipped 2.70%, while the Standard &…
The Fiduciary Advisor Report – Monday, March 30, 2020 – Lehi Utah
THE WEEK ON WALL STREET An open-ended commitment by the Federal Reserve to support American businesses and capital markets along with the passage of a $2 trillion aid package improved investor sentiment and drove a strong rally in stock prices. The Dow Jones Industrial Average jumped 12.84%, while the Standard & Poor 500 gained 10.26%.…
The Fiduciary Advisor Report – Monday, March 23, 2020 – Lehi Utah
THE WEEK ON WALL STREET The stock market suffered through another volatile week as it wrestled with the health and economic fallout of the domestic spread of the coronavirus. Swift and decisive actions by the Federal Reserve and policy responses from the federal government did not keep stocks from recording losses for the week. The…
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