In his informative June “2 Minute Update”, Christian Chan, Chief Investment Officer of AssetMark, discusses 3 key things to think about as the markets go into the summer months.

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Investors now have 100 years of reliable market data. The current issue of “On The Mark” discusses what that means for investors and what we can learn from that history…

AI is in the news, and some of the reporting can tend to scare people. Some people wonder, “Will AI take my job and leave me unemployed?”

The following article by Capital Group, one of the Portfolio Strategists we utilize for client accounts, argues that AI is more likely to enhance workers output, not replace them.

With global conflict in the headlines, many investors are asking: Why are markets near all-time highs despite rising uncertainty? May’s edition of “On The Mark” asks and discusses answers to this very question…

This is a midterm election year. Recently, Capital Group, one of the Portfolio Strategists we utilize for client accounts, wrote the following article outlining the five things history teaches us about midterm election years and the stock market…