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Tuesday, April 16, 2024

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to...

Thursday, April 11, 2024

Join Kezia Samuel, Deputy Chief Investment Strategist, and Sara Paulson, Central Divisional Sales Leader, for our first-quarter market review. In this webinar, AssetMark’s investment team will discuss: What are record highs in stock...

Wednesday, April 3, 2024

We always strive to keep you updated on important market and economic information. Take 2 minutes to hear AssetMark CIO Christian Chan share his thoughts about the big-picture factors that drive market performance: growth, inflation,...

Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can...

Tuesday, March 26, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

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Tuesday, March 12, 2024

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...

Tuesday, March 12, 2024

As markets hit new highs, there's fear of missing out (FOMO) on further upside potential. But on the flip side, there is also fear of losing it all (FOLIA) if markets are at a peak and could see a potential correction.  In this...

Thursday, March 7, 2024

We always strive to keep you updated on important market and economic information.  Take 2 minutes to hear AssetMark CIO Christian Chan share his thoughts about the big-picture factors that drive market performance: growth,...

Friday, February 23, 2024

Driving through town the other day, I stopped at an intersection and next to me was an incredible sports car.   You could hear the power coming from the engine.   You could see the speed coming from the smooth lines of the...

Monday, February 12, 2024

Political and economic pundits love to predict when the next recession is going to hit.   In reality, economic transitions impact people differently.   What we do know with some certainty is that recessions often lead to job...

Monday, February 12, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

Wednesday, February 7, 2024

We always strive to keep you updated on important market and economic information.  Take 2 minutes to hear AssetMark CIO Christian Chan share his insights regarding: Surprisingly strong Q4 economic growth Soft landing still...

Wednesday, January 31, 2024

We always strive to keep you updated on important market and economic information. Take 2 minutes to hear AssetMark CIO Christian Chan share his three key takeaways from 2024.  Watch Video If you have questions from...

Thursday, January 25, 2024

The SECURE Act 2.0, enacted in late 2022, has dozens of provisions intended to encourage more people to save through workplace and other plans, help boost retirement savings, and urge small employers to offer retirement plans. Some of...

Wednesday, January 24, 2024

Investors sought safety following the 2022 bear market, driving a record of $6 trillion in cash. In this edition of "On The Mark," Kezia Samuel, CFA, CAIA, Vice President of AssetMark discusses the costs of holding onto too much...

Tuesday, January 23, 2024

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...

Tuesday, January 9, 2024

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...

Thursday, December 21, 2023

2023 stands in sharp contrast to 2022 and is a perfect example that markets are never obvious, let alone predictable. In this edition of "On The Mark," Kezia Samuel, CFA, CAIA, Vice President of AssetMark, discusses the three...

Friday, December 8, 2023

We always strive to keep you updated on important market and economic information. Take 2 minutes to hear AssetMark CIO Christian Chan share some holiday cheer about recent market rebounds, plus insights featuring: Inflation...

Monday, December 4, 2023

As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our...

Thursday, November 30, 2023

When people hear that the average annual return of the S&P 500 since inception is around 10%, the response is probably "sign me up," especially if the market is trending up. But how often does the S&P 500 provide that average return...

Saturday, November 4, 2023

The Israel/Hamas war is a terrible human tragedy and may continue to escalate.  It is logical to think this may impact your financial goals and investments.  I recently sat down with Christian Chan, CFA, Chief Investment...

Wednesday, November 1, 2023

Many of us go to the doctor annually for a health checkup. It tells us our blood levels so we can take corrective steps to not only live longer, but live healthier. There are some key financial markers to pay attention to.

Monday, July 10, 2023

Delaying your Social Security benefits not only increases your monthly income but also provides a tax advantage. Social Security is a powerful tool for retirement planning, offering individuals the opportunity to secure their financial...

Saturday, June 10, 2023

As retirement approaches, it's important to understand and plan for the risks that could jeopardize your retirement savings.  You have worked hard to accumulate wealth over the years. Retirement can be an exciting yet uncertain...

Saturday, April 22, 2023

Worried about the sustainability of your Social Security benefits? Learn how to ensure you get the most out of your benefits and secure a comfortable retirement.  Social Security is one of the most critical retirement tools for...

Tuesday, March 14, 2023

Taking a proactive approach to tax planning can offer added flexibility and better outcomes leading up to retirement and beyond. Tax planning is an essential part of any financial plan. Whether you are at the height of your career, a...

Tuesday, February 7, 2023

Preparing your "lifeboat" will be a critical resources in the event of an emergency or a major life event. Chances are you're familiar with the terms "Estate Planning" or "Legacy Planning." While these terms have a formal definition...

Thursday, January 12, 2023

Combine knowledge, skill, and discipline to create the ultimate recipe for healthy financial habits in 2023. Last year was challenging, marked by high inflation, a rocky stock market, and a looming recession. With the New Year, we are...

Monday, November 28, 2022

Let's start by defining these plans... What is Medicare? Medicare is the federal health insurance program primarily for the benefit of people who are age 65 or older, but also for those younger with disabilities and End-Stage Renal...

Monday, October 17, 2022

With some of the recent additions and improvements to the company, we wanted an opportunity for clients and friends to get to know our wealth managers Derieck and Sam a little bit better! Learn more about their background, what makes...

Tuesday, September 6, 2022

We’ve all wondered how to pay lower taxes without breaking the law, especially as we start to plan for our retirement. As part of our series in retirement planning, today we’ll explain how to avoid common mistakes, and how...