In this video, AssetMark’s Chief Investment Office Christian Chan gives his February update about the economy and markets.

Clark Capital, one of the Portfolio Strategists we utilize for client accounts, has posted their views of the economy and markets using their five stock market gauges.

In a video Glen Dorsey and Pete Eisenrich review their views on the economy and markets now and their outlook for the future.

Click HERE to view Clark Capital’s Quarterly Economic and Market Review and Outlook.

Last week I posted some comments from JP Morgan questioning whether investors are holding too much in cash. This month’s issues of “On The Mark” continues this tread as it discusses the risks of keep too much money in cash…

With interest rates so high, it is very tempting for investors to grab for those safe returns rather than risk potential downside in the investment markets. In their weekly market recap this week, JP Morgan, one of the Portfolio Strategists we utilize for client accounts, looks at history and comments how these types of savings vehicles have tended to underperform stocks and bonds once interest rates have peak. Here are their comments…

Last week I was in a meeting with Dr David Kelly of JP Morgan, one of the Portfolio Strategists we utilize for client accounts. He was discussing their views about where the economy was headed in 2024.

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement.

The law is called SECURE 2.0, and it is a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act passed in 2019. The sweeping legislation has dozens of significant provisions; here are the major provisions of the new law.