Our investment advice and commentary is provided by Marks Group Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial.

Marks Group is in the news.

Our team members are often sought out for their thought leadership and forward-looking perspectives. We’re pleased to highlight the best of these features here.

20 Jun 17

Why you shouldn’t wait to rebalance your portfolio

The French presidential election that concluded last Sunday may not have offered the fireworks of, say, Donald Trump winning the White House, but sometimes the least dramatic outcome can be the most exciting for investors.

15 May 17

Foreign stocks are looking attractive

The French presidential election that concluded last Sunday may not have offered the fireworks of, say, Donald Trump winning the White House, but sometimes the least dramatic outcome can be the most exciting for investors.

12 Feb 17

Signs point to more upside ahead for growth stocks

Tax planning strategies can have real impact on short-term stock prices. Investors often sell poor-performing securities in December to offset realized gains and reduce their overall tax bill.

07 Jan 17

How tax planning twist could affect stock rally

Tax planning strategies can have real impact on short-term stock prices. Investors often sell poor-performing securities in December to offset realized gains and reduce their overall tax bill.

15 Oct 16

Election won’t set market’s course

With three weeks until Election Day, investors are asking themselves who is the best candidate and will Hillary Clinton or Donald Trump be better for the stock market...

14 Oct 16

Fast 50: Marks Group Wealth Management

We are in a unique position in the marketplace as an independent, employee-owned firm. Given the unique ownership structure and our collaborative team approach, this model is an attractive alternative for investment professionals.