Views on Today's Markets

Jerry Chafkin Update
More Likely a Whimper Than a Bang
Learn Jerry Chafkin's perspective on the recent market rally and shifting economic signals that show how this Bull is like no other.
Jerry Chafkin
Chief Investment Officer

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What to Expect Toward the End of a Bull Market
Jerry offers insights to the declines in Q418 and implications moving forward.
Perspectives on Volatility

Perspectives on Volatility

Getting to the Point of a Point | Dimensional   Getting to the Point of a Point

Hope Alone | Model Capital   Hope Alone

"Bullish or Bearish?" Webinar | AssetMark, State Street Global Advisors, American Funds   Bullish or Bearish Webinar

Zoë Brunson's Q4 2018 Market Overview | AssetMark   Let the Good Times...Slow

Let the Good Times...Slow | AssetMark   Let the Good Times... Slow

Anatomy of a Bear Market | Beaumont   Anatomy of a Bear Market

Prepare for Heightened Volatility in the Coming Year | American Funds   Prepare for Heightened Volatility in the Coming Year

What's Next for the Fed in 2019? | American Funds   What's Next for the Fed in 2019?

Not Over Until It's Over - 2019 Global Market Outlook | State Street Global Advisors   2019 Global Market Outlook

Expect a Tougher Climb - 2019 Global Outlook | Nuveen   Expect a Tougher Climb

Recent Market Volatility | Dimensional   Recent Market Volatility

Market Outlook

Looking Ahead: 2019

Can the Decade-Long Bull Market Continue? | Julex Capital   Can the Decade-Long Bull Market Continue?

The Inverted Yield Curve | Nuveen   The Inverted Yield Curve

2019 Long-Term Capital Market Assumptions | J.P. Morgan   2019 Long-Term Capital Market Assumptions

Guide to the Markets® | J.P. Morgan   Guide to the Markets

SPDR® ETFs Chart Pack | State Street Global Advisors   SPDR ETFs Chart Pack

Market Outlook 2019 - Is Volatility Here to Stay? | Clark Capital   Is Volatility Here to Stay?

2018 Market Review | Dimensional   2018 Market Review

Quarterly Market Review - Q4 2018 | Litman Gregory   Quarterly Market Review - Q4 2018

Get Tax Smart
2018 Tax Forms
Know when clients will receive important tax documents from custodians on AssetMark's platform (all dates are for the 2019 calendar year) and get tax-smart with perspectives from our leaders and strategists.

Form AssetMark Trust Pershing TD Ameritrade Fidelity
1099-R January 31 January 31 January 31 January 31
1099 February 28 January 31 - March 15 February 15 February 15
Revised 1099
(if applicable)
Mid/Late March Mid/Late March Mid/Late March Mid/Late March
5498 May 31 May 31 May 31 May 31

If you're an AssetMark client, visit the Tax Center in eWealthManager for more information and resources.

Getting to Know AssetMark

Getting to Know AssetMark
From increasing market volatility to competitive pressures, the advisory business is growing in complexity. Find out how we can help you take your business further.

Building a Winning Business with AssetMark | AssetMark   Building a Winning Business with AssetMark

For financial advisor use only.


These reports are for informational purposes only, not a solicitation, and should not be considered investment or tax advice. This information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change.

AssetMark and third-party strategists and managers are separate and unaffiliated companies. The views expressed here are those of each respective presenter or company, and they are solely responsible for their content.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

AssetMark, Inc. is an investment adviser registered with the Securities and Exchange Commission.

©2018 AssetMark, Inc. All rights reserved.
C33177 | 09/2018 | EXP 09/30/2019