Looking for your Tax Documents for 2017 Tax Returns?
In an effort to make it easier for you (or your tax preparer) to plan your 2017 tax returns, we're posting a schedule showing when all of the various K-1's and 1099's will be mailed out and/or made available on line.
The investment sponsors are listed alphabetically and we hope you'll find it very easy to determine when your 2017 tax documents will arrive.
Now and Then – Perspectives on Investing from the Producer of The Big Bang Theory
Click here for a great piece by Dave Goetsch, Executive Producer of the hit TV series, The Big Bang Theory. He reflects on his investment experience in the recent market downturn and contrasts his new perspective with memories of the 2008-2009 financial crisis. This is a great, quick read that underscores much of our wealth management philosophy - highly recommended!
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.
Investment Committee Meeting (Q4 2017)
For Q4 2017, we present a discussion with Nicholas T. Christie, CFP® covering highlights from the most recent meeting of our Investment Management Committee. In the interview, he touches on several important areas for investors.
We think you'll find this valuable and we encourage you to share this with friends and family.
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
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.
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