NEW VIDEO - ECONOMY & MARKETS Q3 2017
The new Q3 2017 "Economy and Markets" video is now posted on our website. Hosted by investmark Managing Principal Jay M. Diamond, the video is a concise review of factors influencing Q2 results and a look at what's ahead for the rest of 2017. We think you'll find it very helpful!
Commonwealth Midyear Forecast
Click here for an in-depth midyear analysis from Commonwealth's Brad McMillan, CFA®, CAIA, MAI, Senior Vice President, Chief Investment Officer. We'll also be posting Investmark's quarterly "Economy and Markets" video in early July.
The Fiduciary Standard – A Game Changing Distinction for the Benefit of Our Clients
There’s an awful lot of talk in our industry about the Department of Labor (DOL) fiduciary rule. While it’s not clear what the outcome will be, we have already been wholeheartedly complying with the main thrust of the rule for over 30 years.... click for full article
Investmark Principal Mike Lee on Wall Street Week
Mike Lee was invited to appear on "Wall Street Week" to provide commentary on stock valuations and other economic news. Click here to watch the video.
Investmark Principal Mike Lee on Fox Business' "Risk and Reward"
The newest member of the Investmark team, Investmark Principal Mike Lee, appeared on the Fox Business program "Risk and Reward" last Friday. Mike was asked to provide expert commentary on recent remarks about the U.S. economy made by Jamie Dimon, Chief Executive Officer of JP Morgan Chase.
Advisor Michael Lee Joins Investmark Team
We are very pleased to announce that Michael Lee, founder of Tiger Wealth Management will be joining the Investmark Advisory Group in February, 2017.
Michael is an experienced wealth management advisor who will be a great asset to the Investmark team. Having worked in the corporate environment for many years as well as founding his own firm have given Michael a very strong foundation, a great depth of experience and a clear perspective on the needs and goals of his clients. Click here for more information.
DFA Featured in Wall Street Journal
Investmark is proud of our affiliation with Dimensional Fund Advisors (DFA) and excited to be able to provide clients with their unique blend of active and passive investment strategies. Dimensional was featured recently in the Wall Street Journal in an article titled "Active-Passive Powerhouse." Please click the link below for an excerpt from that article that we think you'll find interesting and informative. Click here for the WSJ article.
5 Star Advisor Awards for Investmark Advisors*
Jay M. Diamond, Michael C.Kusick, CFP® and Joseph P. Jandreau, CFA have all been selected again as 5 Star Wealth Advisors for 2016.
The Five Star award is designed to help consumers identify professionals who provide quality service to their clients and is based on research conducted by a nationally recognized independent company.
For more information on the award, click here
Investmark Managing Principals Recognized as Leading Financial Advisors by Commonwealth Financial Network®
Investmark Managing Principals Jay M. Diamond and Michael C. Kusick, CFP®, independent financial advisors affiliated with Commonwealth Financial Network® and Investmark Advisory Group, have achieved Commonwealth Leaders status for 2016. Read the full story.
Investment Committee Meeting (June 2017)
In June, our Investment Management Committee held its Q2 2017 meeting. These meetings serve as a forum for our Investment Management team to examine relevant economic and market-related activity and determine whether adjustments are warranted for the asset allocation and market strategies we use for your portfolios.
Crude Oil and the Markets (September 2016)
As the markets of late seem to have followed the price of oil, we thought you'd be interested in the attached article from Dimensional (DFA) that addresses the recent "burning" question: Is there a relationship between the price of oil and the stock market? View article
Video: A Quick Perspective on Volatility (January 2016)
We’ve just posted a 2-minute video that puts the recent volatility into a longer-term perspective that is significantly more relevant for most investors. Hopefully, it will save you well more than two minutes of worrying! For a more in-depth look, you can also view our "Economy and Markets Q1 2016 videos here. As always, please call or e-mail us with any questions.
*FiveStar: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,983 Connecticut wealth managers were considered for the award; 433 (22 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Investmark Recognized by Financial Times
We are very pleased to announce that Investmark Advisory Group achieved notice in the Financial Times today with inclusion in its “Financial Times 300” list recognizing the top 300 Registered Investment Advisers nationwide and as a Top Five advisor in Connecticut1. Read the full press release.
Commonwealth Market Updates
Helpful commentary from our broker/dealer, Commonwealth Financial Network®:
Investmark Supports Lockwood Mathews Museum Event
Advisors Jay Diamond and Nicholas Christie, along with Director of Operations Scott Williams performed jazz and swing standards at the Lockwood Mathews Mansion Museum recently.
The music was part of the reception for the "Coney Island: Visions from the Boardwalk" art exhibit, hosted by Investmark client Gail Ingis-Claus. Ms. Ingis-Claus is very active in supporting the restoration and fund raising efforts at Lockwood Mathews Museum, a National Historic Landmark located in Norwalk CT.
For audio recordings of the Investmark Jazz Band, click the links below:
Fly Me to the Moon
They Can't Take That Away From Me