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
Episode 6: Retirement Income Planning
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 Our most recent columns have been archived below.
The stock market is approaching a crossroads. U.S. equities hummed along on cruise control for the first four months of 2019, with the S&P 500 rising 17.5% in that time and finishing April at all-time highs. The low volatility and high returns, however, left investors ill prepared for the May whiplash.
As investment advisers and legal fiduciaries, we are always motivated to keep clients well-informed. At review meetings, that means shining a light on which aspects of their portfolio are performing best and which ones are not. Owning a diversified mix of investments means you are usually disappointed in something, and lately that “something” has been international equities.
https://marksgroup.com/wp-content/uploads/2019/04/StarTribune_S-T-i-b-extended-copy.png115500Karly Wakelyhttp://marksgroup.com/wp-content/uploads/2019/04/MGWM_Color_Logo-01.pngKarly Wakely2019-05-19 14:37:222019-05-28 21:01:07With international investing, countries matter
Unless you are hung up on debating the significance of closing prices vs. intraday movements, the bull market officially died on Dec. 26, 2018.
From its Sept. 21 all-time high, the S&P 500 had fallen 20.2% peak to trough (19.8% based on closing prices only) and triggered an avalanche of conversation about how soon the next recession would hit.
Fortunately, the bull has since been resuscitated.
The stock market is approaching a crossroads. U.S. equities hummed along on cruise control for the first four months of 2019, with the S&P 500 rising 17.5% in that time and finishing April at all-time highs. The low volatility and high returns, however, left investors ill prepared for the May whiplash.
As investment advisers and legal fiduciaries, we are always motivated to keep clients well-informed. At review meetings, that means shining a light on which aspects of their portfolio are performing best and which ones are not. Owning a diversified mix of investments means you are usually disappointed in something, and lately that “something” has been international equities.
https://marksgroup.com/wp-content/uploads/2019/04/StarTribune_S-T-i-b-extended-copy.png115500Karly Wakelyhttp://marksgroup.com/wp-content/uploads/2019/04/MGWM_Color_Logo-01.pngKarly Wakely2019-05-19 14:37:222019-05-28 21:01:07With international investing, countries matter
Unless you are hung up on debating the significance of closing prices vs. intraday movements, the bull market officially died on Dec. 26, 2018.
From its Sept. 21 all-time high, the S&P 500 had fallen 20.2% peak to trough (19.8% based on closing prices only) and triggered an avalanche of conversation about how soon the next recession would hit.
Fortunately, the bull has since been resuscitated.
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 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.
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Erica Lewerenz2019-06-15 14:30:202019-07-03 15:19:41Think small to avoid trade, antitrust trouble
