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.
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.
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.
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.
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.
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 Our most recent columns have been archived below.
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.
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.
https://marksgroup.com/wp-content/uploads/2019/04/StarTribune_S-T-i-b-extended-copy.png115500Karly Wakelyhttps://marksgroup.com/wp-content/uploads/2019/04/MGWM_Color_Logo-01.pngKarly Wakely2019-12-14 21:15:592020-01-22 20:52:37Another year of hedge fund not earning their keep
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.
https://marksgroup.com/wp-content/uploads/2019/04/StarTribune_S-T-i-b-extended-copy.png115500Karly Wakelyhttps://marksgroup.com/wp-content/uploads/2019/04/MGWM_Color_Logo-01.pngKarly Wakely2019-11-15 20:57:402020-01-14 21:08:05Here's what bonds are trying to tell us
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.
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.
https://marksgroup.com/wp-content/uploads/2019/04/StarTribune_S-T-i-b-extended-copy.png115500Karly Wakelyhttps://marksgroup.com/wp-content/uploads/2019/04/MGWM_Color_Logo-01.pngKarly Wakely2019-12-14 21:15:592020-01-22 20:52:37Another year of hedge fund not earning their keep
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.
https://marksgroup.com/wp-content/uploads/2019/04/StarTribune_S-T-i-b-extended-copy.png115500Karly Wakelyhttps://marksgroup.com/wp-content/uploads/2019/04/MGWM_Color_Logo-01.pngKarly Wakely2019-11-15 20:57:402020-01-14 21:08:05Here's what bonds are trying to tell us
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
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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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Karly Wakely2020-01-19 20:23:502020-01-22 20:25:46Big news seldom fazes markets, but keep an eye on smaller stuff
