Entries by Karly Wakely

Monthly Market Recap: March 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 […]

Stock valuations elevated, but not yet peaked

An old Wall Street axiom suggests the stock market is the only place in the world where buyers are more comfortable paying a higher price for the product. If that’s the case, the line at the checkout counter is about to get longer. There’s no denying the majority of U.S. stocks have become more expensive. What most people really want to know: “Is it still a good time to invest in equities?”

Monthly Market Recap: February 3, 2020

      The investment objective of the Marks Group Core Equity portfolio is long-term growth, with a secondary objective of dividend income. 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 […]

Big news seldom fazes markets, but keep an eye on smaller stuff

While preparing for a review meeting with a client earlier this month, we waited for President Donald Trump to address the nation. It was the morning after Iran had fired missiles at U.S. military bases in Iraq. Although tensions in the Middle East have simmered down (relatively speaking) since the first week of January, it seemed Trump’s first official public comments were worthy of our attention.

Monthly Market Recap: January 2, 2020

      The investment objective of the Marks Group Core Equity portfolio is long-term growth, with a secondary objective of dividend income. 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 […]

Another year of hedge fund not earning their keep

A typical hedge fund requires that any interested buyer first meet the definition of an “accredited investor.” That usually means a person who earns at least $250,000 per year or has a net worth of at least $5 million. If you have ever thought about investing in a hedge fund, perhaps you considered that threshold unreasonable. These days, it’s something to be thankful for.

Here’s what bonds are trying to tell us

There’s a long-held belief on Wall Street that if you want to understand what the smart money is doing, look at the bond market. That’s not to say the most successful investors favor bonds over stocks, but rather that trends among bond investors have historically been more reliable indicators of future economic developments.