Investmark Principal Mike Lee on Fox Business Risk & Reward
Investmark's Mike Lee was invited to appear again on the Fox Business program, Risk and Reward. (Friday, February 9, 2018)
Mike does a great job of speaking to the importance of the underlying fundamentals, and why we feel there is ample reason to continue to be optimistic about the medium to long term investment horizon.
Mark R. Vida Joins Investmark Advisory Group
Our Wealth of Financial Expertise is Expanding!
Investmark Advisory Group is proud to welcome Mark R. Vida to our team of advisors. Mark is an exeptional, well established advisor who has been serving clients in Fairfield County for over 20 years. Mark's client focused style and investment perspective is a great fit for Investmark. We are looking forward to working with him and helping his clients in the years ahead.
5 Star Advisor Awards for Investmark Advisors*
Jay M. Diamond, Michael C.Kusick, CFP®, Joseph P. Jandreau, CFA, and Douglas E. Kerr have all been selected as 5 Star Wealth Advisors for 2017 - 2018.
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.
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.
Mike Lee - Guest Appearance on "Mornings with Maria"
We are pleased to announce that Investmark Principal Michael T. Lee was a featured guest this morning on the Fox News program "Mornings With Maria" guest hosted by Dagen McDowell. Mike was invited on the program on Tuesday, August 22, 2017 to comment on market reaction to the President's speech Monday night and on the more general question of "Will D.C. division weigh on stocks?" CLICK HERE to watch the video clip.
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.
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.
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.
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