With the presidential election now behind us, investors need a new uncertainty to ponder. Fortunately, the markets are seldom short on subject matter. The recent action in equities has been notable, not for how much stocks went up or down, but because of which stocks went up and down.
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Marks Group Wealth Management, a registered investment advisor and separate entity from LPL Financial. Marks Group Wealth Management performs in-house analysis on companies. Statistical information on mentioned companies is obtained from company reports, news releases and SEC filings. The information set forth […]
“I can’t remember the last time we reached for yield and it worked out in our favor.” That was the first thought shared in a recent discussion at our office about the current market environment. All things being equal, investments that pay bigger dividends or higher interest rates sound more attractive. The problem, of course, is that things are almost never equal.
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Marks Group Wealth Management, a registered investment advisor and separate entity from LPL Financial. Marks Group Wealth Management performs in-house analysis on companies. Statistical information on mentioned companies is obtained from company reports, news releases and SEC filings. The information set forth […]
Whatever it takes. That’s the unofficial policy the Federal Reserve has adopted in its mission to save the U.S. economy from the coronavirus. It’s also (by far) the biggest reason why stock prices have rallied more than 50% in less than six months.
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Marks Group Wealth Management, a registered investment advisor and separate entity from LPL Financial. Marks Group Wealth Management performs in-house analysis on companies. Statistical information on mentioned companies is obtained from company reports, news releases and SEC filings. The information set forth […]
Never before has the S&P 500 been as top-heavy as it is now. The five largest companies by market capitalization (Apple, Microsoft, Amazon, Facebook and Alphabet) comprise more than 22% of the index. Those five companies have as much influence on benchmark performance as the bottom 363 companies combined. When it comes to the most widely cited index for U.S. equities, not all stocks are weighted equal.
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Marks Group Wealth Management, a registered investment advisor and separate entity from LPL Financial. Marks Group Wealth Management performs in-house analysis on companies. Statistical information on mentioned companies is obtained from company reports, news releases and SEC filings. The information set forth […]
Most often, we approach retirement planning with the assumption that clients can work as long as they need or want to, but sometimes early retirement is thrust upon you. And that comes with real challenges.
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Marks Group Wealth Management, a registered investment advisor and separate entity from LPL Financial. Marks Group Wealth Management performs in-house analysis on companies. Statistical information on mentioned companies is obtained from company reports, news releases and SEC filings. The information set forth […]
