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 Our most recent columns have been archived below.
“I can’t remember the last time we reached for yield and it worked out in our favor.” That was the first thought shared in a recent discussion at our office about the current market environment. All things being equal, investments that pay bigger dividends or higher interest rates sound more attractive. The problem, of course, is that things are almost never equal.
https://marksgroup.com/wp-content/uploads/2019/04/StarTribune_S-T-i-b-extended-copy.png115500Erica Lewerenzhttps://marksgroup.com/wp-content/uploads/2019/04/MGWM_Color_Logo-01.pngErica Lewerenz2020-10-17 15:19:372020-10-19 15:20:43Why investors should resist the urge to reach for yield
Whatever it takes. That’s the unofficial policy the Federal Reserve has adopted in its mission to save the U.S. economy from the coronavirus. It’s also (by far) the biggest reason why stock prices have rallied more than 50% in less than six months.
https://marksgroup.com/wp-content/uploads/2019/04/StarTribune_S-T-i-b-extended-copy.png115500Erica Lewerenzhttps://marksgroup.com/wp-content/uploads/2019/04/MGWM_Color_Logo-01.pngErica Lewerenz2020-09-12 16:54:462020-09-14 16:54:56The Fed helped revive stocks, but its actions created new risks
Never before has the S&P 500 been as top-heavy as it is now. The five largest companies by market capitalization (Apple, Microsoft, Amazon, Facebook and Alphabet) comprise more than 22% of the index. Those five companies have as much influence on benchmark performance as the bottom 363 companies combined. When it comes to the most widely cited index for U.S. equities, not all stocks are weighted equal.
https://marksgroup.com/wp-content/uploads/2019/04/StarTribune_S-T-i-b-extended-copy.png115500Erica Lewerenzhttps://marksgroup.com/wp-content/uploads/2019/04/MGWM_Color_Logo-01.pngErica Lewerenz2020-08-15 15:52:132020-08-17 15:53:41The S&P 500 has never been more top heavy
“I can’t remember the last time we reached for yield and it worked out in our favor.” That was the first thought shared in a recent discussion at our office about the current market environment. All things being equal, investments that pay bigger dividends or higher interest rates sound more attractive. The problem, of course, is that things are almost never equal.
https://marksgroup.com/wp-content/uploads/2019/04/StarTribune_S-T-i-b-extended-copy.png115500Erica Lewerenzhttps://marksgroup.com/wp-content/uploads/2019/04/MGWM_Color_Logo-01.pngErica Lewerenz2020-10-17 15:19:372020-10-19 15:20:43Why investors should resist the urge to reach for yield
Whatever it takes. That’s the unofficial policy the Federal Reserve has adopted in its mission to save the U.S. economy from the coronavirus. It’s also (by far) the biggest reason why stock prices have rallied more than 50% in less than six months.
https://marksgroup.com/wp-content/uploads/2019/04/StarTribune_S-T-i-b-extended-copy.png115500Erica Lewerenzhttps://marksgroup.com/wp-content/uploads/2019/04/MGWM_Color_Logo-01.pngErica Lewerenz2020-09-12 16:54:462020-09-14 16:54:56The Fed helped revive stocks, but its actions created new risks
Never before has the S&P 500 been as top-heavy as it is now. The five largest companies by market capitalization (Apple, Microsoft, Amazon, Facebook and Alphabet) comprise more than 22% of the index. Those five companies have as much influence on benchmark performance as the bottom 363 companies combined. When it comes to the most widely cited index for U.S. equities, not all stocks are weighted equal.
https://marksgroup.com/wp-content/uploads/2019/04/StarTribune_S-T-i-b-extended-copy.png115500Erica Lewerenzhttps://marksgroup.com/wp-content/uploads/2019/04/MGWM_Color_Logo-01.pngErica Lewerenz2020-08-15 15:52:132020-08-17 15:53:41The S&P 500 has never been more top heavy
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.
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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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Erica Lewerenz2020-10-17 15:19:372020-10-19 15:20:43Why investors should resist the urge to reach for yield
