On The Mark
Each month, AssetMark helps you interpret the markets and latest trends in financial services. Download "On The Mark," add your logo, and share with your clients. Browse through the latest articles below.
Kezia Samuel

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.

Kezia holds a BS in Chemistry and Computer Science from Fordham University. She holds a Chartered Alternatives Investment Analyst (CAIA).

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February 2021 - Should You Invest at Market Highs?  Icon

On The Mark

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January 2021 - Is Your Portfolio Ready for What's Next?  Icon

On The Mark January

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December 2020 - Are You Really Diversified?  Icon

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November 2020 - The Elections Are Over, so, Now What?  Icon

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October 2020 - Elections & Markets: Will Higher Taxes Sink Stocks?  Icon

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September 2020 - Implications of Fed's Average Inflation Targeting  Icon

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August 2020 - Elections and Markets  Icon

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July 2020 - Tech Boom Despite the Economic Gloom  Icon

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June 2020 - Addressing the Income Challenge  Icon

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May 2020 - The Great Disconnect: the Markets & the Economy  Icon

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April 2020 - The Stock Market vs. the Economy  Icon

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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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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.

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