January’s edition of “On The Mark” discusses expectations for growth, inflation, interest rates, markets, and the impact of Trumps policies in 2025…

Christian Chan, Chief Financial Officer of AssetMark, shares his expectations for growth and inflation in 2025. Click HERE to view this video.

Overall, 2024 was a great year for investors. Kezia Samuel of AssetMark breaks it down across each asset class in her quarterly market review. Click HERE to view.

Berkshire Hathaway, the company famously led by Warren Buffett, made headlines recently for selling stocks and raising its cash levels to all-time highs. This prompted some investors to wonder if markets are over-valued. The December edition of “On The Mark” discusses what impact over-valued markets actually has on stock market returns…

Last week November’s inflation numbers were released. In today’s Weekly Market Recap, JP Morgan, one of the Portfolio Strategists we utilize for client accounts, looks underneath the overall inflation numbers to analyze where inflation may be going, including what could happen with potential Trump tariffs…