Entries by Erica Lewerenz

Monthly Market Recap: November 2, 2020

      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 […]

Why investors should resist the urge to reach for yield

“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.

Monthly Market Recap: October 1, 2020

      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: September 1, 2020

      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 […]

The S&P 500 has never been more top heavy

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.

Monthly Market Recap: August 3, 2020

      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: July 1, 2020

      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 […]