Important Updates, News & Media
A selection of our recent client communciations and informational articles
Video: Q1 2022 Economy & Markets
In our latest "Economy & Markets" video, Investmark's Chief Market Strategist Jay M. Diamond wraps up 2021 and looks at the key factors to be aware of in the coming year (and beyond). A great, easy way to stay informed and up to date.
Investmark Advisors Recognized as Five Star Wealth Managers for 2021
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 20210.
Please click here for more info.
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!
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.
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.
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.
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. Click here for the full story.
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.
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!
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.