Newsletters
Memorial Day: It’s Our Duty to Remember – Presented by Mark K. Lund, Financial Advisor in Utah
In 1945 John Huston, who had just directed The Maltese Falcon, produced a documentary about the Allies’ fight to break through the German army’s “Winter Line” in southern Italy. The film was called The Battle of San Pietro. It documented the retaking of a single, heavily defended town, and covered the events of just nine days.1 But…
The Downside to Target Date Funds – Presented by Mark K. Lund, Financial Advisor in Utah
Legendary infomercial pitchman Ron Popeil wasn’t just the inventor of the Chop-O-Matic, the Pocket Fisherman, and Mr. Microphone. He was also the creator of one of the greatest slogans in marketing: “Set it and forget it.” He used this tagline to sell his Showtime Rotisserie & BBQ, which moved more than 8 million units in the…
Before the devastating tsunamis of 2004 rolled over the coastlands around the Indian Ocean, local animals seemed to sense the coming disaster. Eyewitnesses reported that elephants moved to higher ground, flamingos abandoned their low-lying nesting areas, and buffalo stampeded to a hilltop—in some cases hours before the deadly waves struck.1 Scientists are still trying to…
Growth Reports
Quarterly Client Letter – 2022 Q4 – Provided by Mark K. Lund, Financial Advisor
Every January, it’s typical to reflect on market data from the year past. You’ll see the results in your own quarterly reports, as well as across the usual flurry of broad market analyses. Even when the numbers aren’t what we’d prefer—which has certainly been the case for 2022—we look at them anyway. It’s good to…
If They Can Predict the Weather, Why Not the Stock Market? Humans have always had a strong desire to know the future. Soon after writing was developed in ancient Mesopotamia the Babylonians began using it to catalog thousands of auguries—observances of natural phenomena that they believed could predict major events.1 We still want to know…
The difference between planning ahead and worrying ahead When was the last time you watched the entire safety demonstration by an airline cabin crew? If you’ve traveled enough, you could probably stand up and give most of the presentation yourself. Using props like a seatbelt, an oxygen mask, and a lifejacket, the attendants talk about…
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