• Our Perspectives

    Thought leaders in the industry.

    We take the initiative to think about our clients’ place in the global economy and create professional content on topics that matter to them.

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Original Content

Sharing our perspective.

Creating original content forces us to think constructively about an ever-changing economic landscape. We don’t regurgitate research reports. Instead, we publish our own perspectives. As a result, our clients know what we think and understand the “why” behind their investment strategies.

Perspectives & Outlook

A one-page summary detailing our views on the financial markets and global economy. This is the meat on our investment menu. Our Perspectives & Outlook is always evolving to shed light on a constantly changing economic landscape. It shares our thoughts on the most significant economic trends and how those things may or may not affect investors. It’s a document we share at every client review meeting.

Read the latest here >

Monthly Market Recap

An email sent on the first business day of each month, our MMR highlights recent news and market events worth knowing about. If you keep up with the daily headlines and stock market movements, you’ll find out which of those things we consider most important. If you’ve got more important things to do and just want an easy-to-read synopsis of the latest financial matters, that’s why we write the MMR.

Read the latest here >

Marks Group Minute

Stock valuations elevated

The Marks Group Minute is an ongoing video series where we discuss themes and topics that are affecting the stock market or global economy. In addition to timely topics, we also address characteristics of our firm that make Marks Group different from other financial advisors.

Subscribe to our YouTube channel to see the latest videos right away.

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Marks Group Minute

Low Interest Rates

The Marks Group Minute is an ongoing video series where we discuss themes and topics that are affecting the stock market or global economy. In addition to timely topics, we also address characteristics of our firm that make Marks Group different from other financial advisors.

Subscribe to our YouTube channel to see the latest videos right away.

SEE ALL VIDEOS

Star Tribune 

A monthly column on topics that matter.

Marks Group is fortunate to be one of only two local financial advisors who write monthly columns in the Business section of the Minneapolis Star Tribune. Our columns focus on subjects we feel investors can benefit from and cover a variety of topics from global elections to personal finance. Our most recent columns have been archived below.

Index Returns Hide Shifting Market Trends

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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.
Read more

Leading indicators support market strength

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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...
Read more

'Follow the Fed' made sense for investors, but what about when the Fed's course is uncertain?

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"Follow the Fed" has proven to be a relatively simple and successful investment strategy, but keeping up with the latest developments at our nation's central bank isn't as straightforward as it used to be.
Read more

Index Returns Hide Shifting Market Trends

0 Comments
/
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.
Read more

Leading indicators support market strength

0 Comments
/
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...
Read more

'Follow the Fed' made sense for investors, but what about when the Fed's course is uncertain?

0 Comments
/
"Follow the Fed" has proven to be a relatively simple and successful investment strategy, but keeping up with the latest developments at our nation's central bank isn't as straightforward as it used to be.
Read more
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Retirement University

Enhance your retirement.

We know the transition into retirement comes with challenges and opportunities. Marks Group Senior Wealth Advisor Matt Arnold coordinates two events each quarter for our clients and their friends. One is a classroom style presentation designed to help you learn more about a financial topic (Estate planning, social security, health insurance, retirement withdrawal strategies, etc.). The second will be activity-based. That’s code for “fun.” Gardening tips from a horticulturist, swing lessons from a golf pro, cooking classes from a local chef are some of the ideas we’ve done or considered. All events are free. The idea is to learn a few things that may enhance your retirement and enjoy yourself while surrounded by like-minded people.

Retirement University

Enhance your retirement.

We know the transition into retirement comes with challenges and opportunities. Marks Group Senior Wealth Advisor Matt Arnold coordinates two events each quarter for our clients and their friends. One is a classroom style presentation designed to help you learn more about a financial topic (Estate planning, social security, health insurance, retirement withdrawal strategies, etc.). The second will be activity-based. That’s code for “fun.” Gardening tips from a horticulturist, swing lessons from a golf pro, cooking classes from a local chef are some of the ideas we’ve done or considered. All events are free. The idea is to learn a few things that may enhance your retirement and enjoy yourself while surrounded by like-minded people.

Stay informed

Subscribe to receive exclusive content, including our Monthly Market Recap, Minneapolis Star Tribune column, and invitations to upcoming Retirement University events.

Your Next Steps

A no-cost, no-commitment portfolio review.

We’ll provide you with a thorough, objective assessment of your current investments. You’ll learn the amount of risk you are taking, the fees you are paying, and the quality of the investments you own. We will also provide you with our recommendations and proposed alternatives, including a sustainable, tax-efficient retirement withdrawal plan and strategies to consider in the current market environment.

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Barron’s Top Financial Advisors (2010-2021) is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
The Forbes Best-In-State Wealth Advisor (2018-2021) and the Forbes America’s Top Wealth Advisors (2017) are based on client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.