Important Updates, News & Media

A selection of our recent client communciations and informational articles


 

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  Video: The Virus, Economy Markets

  Investmark's Chief Market Strategist Jay M.  Diamond provides analysis of Q2 results with a look ahead to Q3 2021 and beyond.  A convenient way to stay up to date and informed!

  Click here for the video


 

Tax Form

Looking for Tax Documents?

We've prepared this Schedule with all the expected dates for the various K-1 and 1099 tax documents for your investments.  Hopefully, this will save you some worry and a few phone calls!

Of course, if you have questions, give us a call. 


 
 

 

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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.


 
 
 
 
 
 
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New Investmark Video: The Economy and Markets - January 2021

Our latest "Economy & Markets" video is now available here. Our Chief Market Strategist, Jay Diamond provides a helpful overview of year end results and the outlook for 2021. 
Click here to watch the video.

 


 
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Coronavirus Updates

Brad McMillan, Commonwealth’s CIO, shares a weekly video focusing on the virus itself, its economic effects, and the market implications.

 
 
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Investmark Advisors Recognized as Five Star Wealth Managers for 2020

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 were again selected for recognition as 5 Star Wealth Managers for 2020. 
Please click here for more info.

 
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Investmark FA Magazine Ranking 2020

Investmark Advisory Group has been recognized by Financial Advisor Magazine as one of 2020’s Top 500 RIA Firms in the Country.   Click here for more details.

 


 

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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.

 

 
 
 

shutterstock_278921753The 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. Click here for the full story.

 

 

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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.

 

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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.

 

BPTW

 

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!

 
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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®. All of these are updated frequently…lots of great info here.