Entries by Erica Lewerenz

Monthly Market Recap: January 3, 2022

      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

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

      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

      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 […]

Leading indicators support market strength

There is always an argument to be made that the stock market is overvalued. Here’s a sampling of the current menu for pessimists:
Fed tapering is imminent, Stubbornly high inflation, Earnings growth has peaked, Delta variant prolonging the pandemic, Supply chain disruptions.
All of those are legitimate factors when considering economic outlooks, but don’t forget the following…

Monthly Market Recap: October 1, 2021

      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 […]

Keep Strong Market Returns in Perspective

Face-to-face client meetings are a thing again in the Marks Group office. Oftentimes, those start with an exasperated retelling of trying times experienced during the pandemic, after which we usually conclude by saying, “At least the market is up!” The S&P 500 has gained nearly 20% year-to-date and more than doubled since its low-point 18 months ago. As of Aug. 31, the S&P had risen seven months in a row. Fifty-four times this year, it closed at an all-time high. The positive momentum, in other words, has been unrelenting.