Entries by Erica Lewerenz

Stocks reach a fork in the road to recovery

08/13/2022 /0 Comments/in /by

As ugly a year as it has been for equity investors, conditions have improved in the last two months. The S&P 500 rallied 15% from its June 16 low and in doing so recaptured half its year-to-date losses. That leaves the U.S. stock market at a virtual crossroads, midway between its all-time high and its 2022 bottom.

Monthly Market Recap: January 3, 2022

01/03/2022 in /by

      Investment Advice offered through Marks Group Wealth Management, a Registered Investment Advisor. 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 herein has been derived from sources believed to be reliable, but is […]

Index Returns Hide Shifting Market Trends

12/18/2021 /0 Comments/in /by

U.S. equities are on pace to gain more than 20% in 2021, and it’s been one of the smoothest rides in recent memory.
The easy-riding escalator to no-stress returns was briefly interrupted in September, when the S&P 500 fell 6%. But it quickly regained its climb to new highs early in December.
You may believe such an easy ride means a major pullback is imminent. Yet different sectors and investment “themes” have already pulled back, and you may not have noticed.

Monthly Market Recap: December 1, 2021

12/01/2021 in /by

      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 […]

Monthly Market Recap: November 1, 2021

11/18/2021 in /by

      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 […]