• 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.

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.

Monthly Market Recap

An email sent on the first business day of each month, our Monthly Market Recap 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.

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.

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.

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.

Forget last year — why a year-end stock market rally could happen in 2019

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When it comes to stock market forecasting, it’s trendy to be pessimistic. Recession warnings and correction calls are as fashionable as ever. As for us, we consider it more likely than not that the market grinds higher through year-end.

Zombie companies could be lurking in your stock portfolio

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Quick! Check your monthly statements! Your portfolio could be under attack! OK, we admit it. Reading the words "zombie company" doesn't exactly get your heart racing the way it might when watching a horde of undead bodies stagger across the movie screen.

Why sentiment is key to stock market's direction

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Investors’ optimism is being tested. The rally in U.S. stocks that began a day after Christmas has (so far) survived the following: An escalating trade war with China, slowing growth in the global economy, an uncertain future for Europe and political unrest in Hong Kong.

Forget last year — why a year-end stock market rally could happen in 2019

/
When it comes to stock market forecasting, it’s trendy to be pessimistic. Recession warnings and correction calls are as fashionable as ever. As for us, we consider it more likely than not that the market grinds higher through year-end.

Zombie companies could be lurking in your stock portfolio

/
Quick! Check your monthly statements! Your portfolio could be under attack! OK, we admit it. Reading the words "zombie company" doesn't exactly get your heart racing the way it might when watching a horde of undead bodies stagger across the movie screen.

Why sentiment is key to stock market's direction

/
Investors’ optimism is being tested. The rally in U.S. stocks that began a day after Christmas has (so far) survived the following: An escalating trade war with China, slowing growth in the global economy, an uncertain future for Europe and political unrest in Hong Kong.

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.

Subscribe to receive exclusive content and invitations to upcoming 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.

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. The LPL registered representatives associated with the website may only discuss securities or transact business with persons who are residents of: AR, AZ, CA, CO, FL, IA, IL, IN, KY, ME, MI, MN, MO, NC, ND, NV, NY, OH, OK, OR, SC, TX, VA, WI.
Barron’s Top Financial Advisors (2010-2019) 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 (2018-2019) 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.