New Video: The Economy and Markets - Special COVID-19 Edition
Our latest video: The Markets, The Virus and You covers the latest information and our perspective on the ongoing COVID-19 crisis as it pertains to your portfolio. We think you'll find this useful and feel free to share with friends and family who may benefit.
New Video: Coronavirus Update
May 15, 2020 - Our latest video: Brad McMillan, Commonwealth’s CIO, shares a framework for thinking about the coronavirus crisis, focusing on the virus itself, its economic effects, and the market implications. Viewed through this lens, it seems the virus is controllable, as seen in China and South Korea.
The Coronavirus Pandemic: Where Do We Go from Here?
March 18, 2020 - We remain committed to providing you with the most up-to-date analysis of the current situation as it relates to you and your financial plan. This commentary comes from our close partner Commonwealth and their Chief Investment Officer, Brad McMillan.
Markets, Viruses and YOU
March 10, 2020 - Obviously, the recent market volatility (mostly) due to the concern and uncertainty associated with the coronavirus continues. Over the past few weeks we have been sending articles and information that attempt to put this into context. I won't reiterate the content of these here (although I will encourage you to re-read them), but I will take this opportunity to more specifically address the effects market declines like these can have on your financial planning.
Understanding Market Reactions to COVID-19
March 9, 2020 - Over the past week and a half we've tried to keep you focused on what’s most important for your longer-term financial health as the markets react to the outbreak of COVID-19. We feel that one of our most important responsibilities is to help you have a clear and rational understanding of the relationship between the equity & bond markets, your portfolios and your long-term plan.
Looking for Your 2019 Tax Documents?
Our annual Tax Info Sheet lets you know when you can expect to receive your 1099's, K-1's and other tax related documents from investment sponsors, fund companies, etc. Some of this info is not available yet, but we are checking often and will be updating the sheet as new info comes in.
Jay M. Diamond Selected for 2020 Women’s Choice Award
We are very proud to announce that Investmark Managing Principal and Chief Investment Officer Jay M. Diamond, MBA has received the Women's Choice Award for 2020 for continuing to demonstrate a strong commitment to providing exemplary services for female clientele. This is the 7th time Jay has garnered this recognition.
January 2020 Economy & Markets Video
This first video of the new decade includes a 'big picture' perspective of the last 20 years and a look ahead at what the 2020's might have in store.
Investmark Advisors Recognized as Five Star Wealth Managers for 2019
We are pleased to announce that Investmark Managing Principals Michael C. Kusick, CFP®, Jay M. Diamond, and Nicholas T. Christie, CFP® along with Principals Joseph P. Jandreau, CFA®, and Douglas E. Kerr have achieved recognition as 5 Star Wealth Managers for 2019.
Please click here for more info.
Investmark Selected for Investment News List of Best Places To Work
We're very excited to share the news that we were recognized in the current issue of Investment News Magazine as one of the Best Places to Work for Financial Advisers!
Commentary on Volatility
Click here for an interesting article from one of the Partners at Lord Abbett ("Volatility: Why This is Not the End of Days") provides some useful analysis into the strength of U.S. economic fundamentals and points to the absence of some of the primary stressors that would be expected if a recession were imminent. This is a quick read and valuable for all investors, especially if you're feeling a little nervous. Please don't hesitate to contact your advisor with any questions.
Tune Out The Noise
This 2 minute video captures a core value of working with Investmark – the guidance to help you stay clear about what’s really important and to have confidence about your financial future through all market environments.
Lisa Seymour Joins Investmark’s Advisory Team
We are very happy to announce that Lisa Seymour has successfully completed her Series 66 exam and joined IAG’s professional advisory team as an Associate Advisory.
Investmark Advisory Group was recently recognized in Financial Advisor Magazine as one of the Top 50 Fastest Growing RIA’s
Now and Then – Perspectives on Investing from the Producer of The Big Bang Theory
Lessons for the Next Crisis
As your advisor, our role is to help you navigate through events you control (your retirement, house purchase, college planning) and those you can't control (market volatility, geopolitical issues) toward your long term goals. Continuing on our recent theme of preparation for potentially increased market volatility, we think the attached article from DFA does a great job of reviewing lessons from the global financial crisis a decade ago. Their opinions are very much in line with our investment philosophy (one of many reasons we are very pleased to be able to offer privileged access to DFA's strategies). It's a quick read and we think well worth it. Click here for the article.
Video: A Quick Perspective on Volatility (January 2016)
Although we originally posted this video in 2016, and 2017 saw an unusually low level of volatility, this 2-minute video is still worthwhile. Understanding the longer-term perspective is still very relevant for most investors. Hopefully, when we hit the inevitable 'bumps in the road', this vidoe will save you well more than two minutes of worrying! For a more in-depth look, you can also view our "Economy and Markets 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. 2,218 Connecticut wealth managers were considered for the award; 283 (13 percent of candidates) were named 2017 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.
**FT Top 300 RIA: The Financial Times 300 Top Registered Investment Advisers 2016 is based on six broad factors, including adviser assets under management ($300 million minimum), asset growth, company's age, industry certifications of key employees, and compliance record and accessibility. 520 Registered Investment Advisers were considered; 300 (58% of candidates) were recognized. Not indicative of advisor's future performance. Your experience may vary. For the full methodology, please visit www.ft.com
New Video
The Economy and Markets - Special COVID-19 Edition
Our latest video: The Markets, The Virus and You covers the latest information and our perspective on the ongoing COVID-19 crisis as it pertains to your portfolio. We think you'll find this useful and feel free to share with friends and family who may benefit.
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.
Video - The Caring Coach
Investmark's clients already know that our advisors strive to be a 'caring coach' with the guidance and expertise you need to keep you on track to pursue your goals. This video explains our approach in more detail and looks at the important value our advisors can provide.
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.
Click here for the full article and photos
For audio recordings of the Investmark Jazz Band, click the links below:
Autumn Leaves
Fly Me to the Moon
They Can't Take That Away From Me
Dreamtime