Stay informed
We don’t just share relevant content. We write it.
We’re not afraid to tell you what we think because we want you to be informed. That’s why we write and publish our own content several times each month on topics that matter most to our clients.
Up-to-Date Content
NEWSPAPER COLUMNS
Our monthly columns are featured in the Business section of the Minneapolis StarTribune. Always timely, they focus on topics that matter most to investors.
Monthly Market REcaps
An email delivered the first business day of each month highlighting recent news and market events that we believe are important for you to know.
Marks Group Events
Learning doesn’t stop at retirement. We’ve created Marks Group Retirement University with courses and events designed to enhance your next chapter.
PERSPECTIVES & OUTLOOK
A crisp, one-page summary detailing our views on the most significant trends impacting financial markets and the global economy. We share these insights at every client review meeting.
MARKS GROUP NEWSPAPER COLUMNS
A monthly column on topics that matter.
Why the timing is right to rebalance your portfolio
Equities remain hot, momentum remains positive, and as a result, there’s a strong chance your portfolio is now meaningfully overweight stocks.
Fed must deliver on interest rate cuts to justify stock valuations
The stock market is in the midst of a rally that has propelled equity prices to historic levels.
The benefits of practicing tax diversification with your savings
Most investors practice investment diversification, but far fewer practice tax diversification with their savings. The lack of tax planning, especially for retirement, can result in tax inflexibility at best and at worst, a ticking time bomb.
Marks Group Perspectives & Monthly Market Recaps
Understand the “why” behind our investment strategies.
Perspectives & Outlook
A one-page summary detailing our views on the financial markets and global economy. We share this information at every client review meeting.
Monthly Market Recap
This is an email delivered on the first business day of each month that highlights recent news and market events. It contains perspectives on trends that we deem to be most important to our investors.
Marks Group Retirement University
Retirement. Enhanced.
Retirement is a big transition. A huge change in lifestyle. Our goal is to help you get the most from the years ahead. Whether you’re pre- or post-retirement, we designed Retirement University to help you prepare for, and enjoy, your next phase of life.
We create an interesting mix of events throughout the year for you and your friends. Some are expert-driven discussions about topics ranging from estate planning to long-term care. Others are activity-based, like cooking classes or swing tips to improve your golf game.
These events are free. Watch for one that catches your eye and sign up.
Our Next Event
Pique Event Center
- Pique Event Center | 306 Water Street, Excelsior, MN 55331
- Monday, April 29th, 2024 | 7:00 PM - 8:00 PM
- University of St. Thomas' Department Chair of Software Engineering will present an overview of artificial intelligence's rapid advancement and what it means for our lives.