News & Media: Important Updates

Important Updates, News & Media

A selection of our recent client communciations and informational articles

Celebrating Our 40th Anniversary

We are very excited to achieve this milestone and very grateful for the wonderful relationships we have with all of our clients and
we are looking forward to serving you and your families for the next 40 years!

Click here for a message from our CEO, Mike Kusick

Watch the New Q3 Economy & Markets Video

Investmark's Chief Investment Strategist, Jay M. Diamond, provides an insightful look at inflation, interest rates, and other factors influencing the markets.

Click here for the video

J.D. Power has ranked Commonwealth #1 in its 2024 U.S. Independent Financial Advisor Satisfaction Study for the eleventh consecutive time.

As an independent firm, it is vitally important that we have strong, reliable partners to support our mission of helping you achieve your wealth management and retirement planning goals.
With that in mind, we thought you'd like to know that Commonwealth Financial Network has been recognized by J.D. Power again this year for highest overall satisfaction among independent advisors*.

The study is based on responses from 4,072 employee and independent financial advisors and was fielded from January through May 2024.
The J.D. Power Award for Independent Advisor Satisfaction wasn’t presented in 2011, 2015 & 2016. Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, 2020, 2021, 2022 & 2023.
Not indicative of firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.

Click here for more information.

2023 Tax Documents - Delivery Schedule

Click here to find out when you can expect delivery of your 1099 and K-1 tax documents for your 2023 tax returns.

Investmark Recognized as a Top Advisor

We are very pleased to announce that Financial Advisor Magazine, a leading industry publication, has again ranked Investmark Advisory Group among the Top 500 Registered Investment Advisors in the country. 

2023 Top 500 Registered Investment Advisors. Created by Financial Advisor Magazine. Presented in August 2023 based on data gathered in the last two years. 521 firms were considered, 500 firms were recognized. Firms pay a fee to hold out marketing materials. Not indicative of firm’s future performance. Your experience may vary. For more information, please visit www.fa-mag.com. 

Click here for more information

Investmark Advisors Recognized as Five Star Wealth Managers for 2023

We are pleased to announce that Investmark Managing Principals Michael C. Kusick, CFP®, Jay M. Diamond, MBA, and Nicholas T. Christie, CFP® along with Principals Joseph P. Jandreau, CFA®, and Douglas E. Kerr were again selected for recognition as 5 Star Wealth Managers for 2023.

2023 Five Star Wealth Manager Award, created by Five Star Professional. Presented in November 2023 based on data gathered within 12 months preceding the issue date. 3,564 advisors were considered, 313 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com

Investmark Advisor's Humanitarian Mission

We are very proud that Nick Christie, CFP, Investmark advisor and Chief Investment Officer is currently volunteering in Poland to assist in the efforts to help Ukrainian refugees. We hope you'll join us in wishing him safe travels and success for these important humanitarian endeavors. For more details, please click here.

Message From Our CEO

We believe our ensemble approach greatly improves our clients' experience with Investmark and the professional growth and development of our team is a key ingredient in our firm's longevity. As Investmark grows and strives to meet and anticipate our clients' needs, members of our team have been evolving into new roles and responsibilites and we are thrilled to announce several recent promotions.

Click here for the full announcement

Jay M. Diamond Selected for 2022 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 2022 for continuing to demonstrate a strong commitment to providing exemplary services for female clientele. This is the 8th time Jay has garnered this recognition.

2022 Women’s Choice Award, created by Women Certified Inc. Presented on a rolling basis based on data as of Dec. 31, annually. 603 advisors were considered, 221 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here (https://womenschoiceaward.com/financial-advisors) for more award information.

Click here for the full story.

Investmark FA Magazine Ranking 2021

Investmark Advisory Group has been recognized by Financial Advisor Magazine as one of 2021’s Top 500 RIA Firms in the Country.

2021 RIA Survey & Ranking. Created by Financial Advisor Magazine. Presented in July/Aug 2021 for the preceding 12 months. Survey ranks firms solely on assets under management (“AUM”) compiling a list of 607 firms. Firms pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fa-mag.com.

Click here for more details.

Enhanced Security Update for Investor360 Users

The security of your personal financial is of paramount concern to us. To create an even more secure login process in Investor360°®, multifactor authentication (MFA) will be required for all users (mobile and desktop platforms) starting September 9th, 2021. If you're having any trouble logging in, or just want more information about this new security feature, you can read this overview. For step by step guide to logging in with MFA, you can also watch this video.

Investmark Advisor Rob Iannazzo Rescues Family Member from Ida!

The Investmark team is extremely proud of our colleague, Rob Iannazzo, who leapt into action to help evacuate his cousin who was stranded in New Orleans as a result of hurricane Ida. Rob’s outstanding efforts were featured in this story on News 12 over the weekend. We congratulate Rob on his selflessness and quick action – he certainly ‘walks the walk’ and is an inspiration to all of us!

The Value of an Advisor

While this will be "old news" for our clients, we thought it would be helpful for those new to Investmark to discuss the ways that working with us adds "advisor alpha" and helps keep you moving in the Direction of Wealth. 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!

2019 Investment news best place to work. Created by Investment News. This award is based on employer and employee surveys covering company culture, benefits, career path, and more. Not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. For more information, please visit https://www.investmentnews.com/.

Click here for details.

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.

2016 Financial Times 300 Top Financial Advisers. Created by Ignites Research. Presented in Oct 2016 for the past 12 months. 520 Advisors were considered, 300 advisors (58% of candidates) were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.ft.com.

Read the full press release.

*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

Commonwealth Market Updates