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Kezia Samuel is Managing Director of Client Portfolio Management at AssetMark. She is responsible for writing and presenting commentary on market performance and current events for advisors and their clients. She is also responsible for communicating the investment process, positioning and performance for AssetMark’s proprietary portfolios. |
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Monthly Market |
Quarterly Market Review |
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February 2021 - Should You Invest at Market Highs? |
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January 2021 - Is Your Portfolio Ready for What's Next? |
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December 2020 - Are You Really Diversified? |
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November 2020 - The Elections Are Over, so, Now What? |
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October 2020 - Elections & Markets: Will Higher Taxes Sink Stocks? |
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September 2020 - Implications of Fed's Average Inflation Targeting |
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August 2020 - Elections and Markets |
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July 2020 - Tech Boom Despite the Economic Gloom |
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June 2020 - Addressing the Income Challenge |
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April 2020 - The Stock Market vs. the Economy |
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March 2020 - Keeping Calm During Market Volatility |
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February 2020 - Coronavirus and the Markets |
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January 2020 - How will the U.S. and Iran Conflict Affect Oil? |
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Talk with an AssetMark Consultant at 844-540-0972 today.
AssetMark sends communications to keep financial advisors up-to-date on events and webinars, investment approaches, technology enhancements, business best practices and service updates.
This report is for informational purposes only, is not a solicitation, and should not be considered investment advice. The information in this report has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change. Investors seeking more information should contact their financial advisor. Financial advisors may seek more information by contacting AssetMark at 800-664-5345.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss. It is not possible to invest directly in an index.
Investments in mutual funds and exchange traded funds that hold equities, bonds, and other securities can decline significantly in response to adverse market conditions, company-specific events, changes in exchange rates, and domestic, international, economic, and political developments. Investments in bonds and fixed income related securities also involve market and interest rate risk (prices can decline, if interest rates increase), and default risk (an issuer being unable to repay principal and interest). High-yield bonds are generally subject to greater risk of default and volatility, than investment-grade bonds. Real estate investments are subject to credit and market risks, typically based on changes in interest rates and varied economic conditions. Investing in alternative investments, including managed futures, commodities, and currencies is not appropriate for all persons, as the risk of loss is substantial. Investments in futures involve market, counterparty, leverage, liquidity, interest rate, foreign currency, commodity, volatility, and other risks.
For more complete information about the various investment solutions available, including the investment objectives, risks and fees, please refer to the Disclosure Brochure and applicable Fund Prospectus. Please read them carefully before investing. For a copy, please contact your AssetMark Consultant or Financial Advisor.
AssetMark, Inc. is an investment adviser registered with the Securities and Exchange Commission.
©2019 AssetMark, Inc. All rights reserved.
C19-0100 | 07/2019 | EXP 07/31/2020
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