Looking Beneath the Surface of the S&P 500 with John Lunt | Philip Palumbo

John Lunt has created a variety of diversified, tactical investment strategies used by financial advisors around the country.

He co-created the methodologies for more than 10 index strategies calculated by S&P Dow Jones Indices and Nasdaq Global Indices.

John has been a featured speaker at investment conferences around the country, and has written extensively about financial markets. He is a charter member of the ETF Strategists Roundtable for key influencers associated with ETF management.

From 2001 to 2014, John served on the board of Utah Retirement Systems (URS), a multi-billion pension fund. From 2004 to 2007, he was elected by his peers as board president. John is currently a member of the investment committee for the $10+ billion Utah Educational Savings Plan (UESP/My529).

In this episode, Phil and John discuss market trends, investment strategies, and the potential of AI in this space. Please Click Here to view our Podcast.


Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where PWM and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at www.palumbowm.com.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.

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By: 2 Market Media