Timely insights for you and your clients.
 
Jerry Chafkin

Jerry Chafkin on Investing Evolved

Hear why AssetMark developed the Investing Evolved framework, and how it can help keep investors invested during market turbulence.

 

Jerry Chafkin
Chief Investment Officer
AssetMark, Inc.

 

 

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Zoe Brunson

Has Your Investing Evolved?

Learn about AssetMark’s approach to portfolio construction in this video featuring Zoë Brunson. You’ll hear how AssetMark’s Investing Evolved approach is designed to make it easier for clients to remain disciplined and stay invested through all market cycles, up and down.

 

Zoë Brunson, CFA
Senior Vice President, Investments
AssetMark, Inc.

 

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Davin Gibbons

Investment Management

Read the latest commentary from Davin Gibbins on the COVID 19-sparked recession, in this client-approved piece. Learn how appropriately risked, prudently diversified portfolios remain key to guarding against extreme drawdowns and lost opportunities.

 

Davin Gibbins, CFA CAIA
Senior Vice President, Investment Strategies
AssetMark, Inc.

 

The Force is Strong


The Essence of Investment Management

Fee Waivers on Retirement Plans

 

AssetMark is waiving fees for retirement plan amendments associated with CARES Act provisions
and coronavirus-related distributions and loan setups through July 31, 2020. Call 800-716-3742 or email assetmark@EPICRPS.com.

 

Market Updates

Weekly Economic Perspectives 08/31/2020 – State Street Global Advisors PDF
Weekly Market Recap 09/14/2020 – JP Morgan  PDF
SPDR ETFs Chart Pack September 2020  – State Street Global Advisors PDF
2020 Midyear Outlook The Future is Running at Us  – BlackRock PDF 
Economic Outlook and Investment Strategy August 2020 – City National Rochdale PDF
Market Returns Through a Century of Recessions – Dimensional PDF
The Road to Economic Recovery Mid-Year Market Outlook – Clark Capital PDF
Guide to the Markets – JP Morgan  PDF
With Stocks at All-Time Highs, What Could Go Wrong? – Nuveen PDF
SPDR ETFs Fixed Income Chart Pack Q2 2020 – State Street Global Advisors PDF
The Road to Economic Recovery Mid-Year Outlook – Clark Capital PDF 
Global Macro Policy Quarterly – State Street Global Advisors
PDF
Stocks Break Out to the Upside on Economic and Vaccine Hopes – Nuveen PDF
Higher Frequency Economic Data Shows Signs of Recovery – William Blair
PDF
Deglobalization and the Future of Trade – William Blair
PDF
Stocks Climb Even as Economic Data Worsens – Nuveen
PDF
Supply Boost Further Steepens the Treasury Yield Curve – Nuveen
PDF
SPDR US Sector Weekly Checkup 5/8 – State Street Global Advisors
PDF
Economic Data Reflects Shutdown, but Market Rallies – Clark Capital
PDF
Monthly Market Monitor – Eaton Vance PDF
Post-Crisis Savings and Risk Premiums – William Blair
PDF
SPDR US Sector Weekly Checkup 4/24 – State Street Global Advisors PDF
SPDR US Sector Weekly Checkup 5/1 – State Street Global Advisors PDF
Treasury Yield Curve Steepens Amid Risk Friendly Sentiment – Nuveen
PDF
Yield Curve Control – A Further Corruption of Capitalism? – William Blair
PDF
Policy and Portfolio Impact: A Talk with Dr. Ben Bernanke – PIMCO
 
Guide to Recessions – Capital Group
PDF
Municipal Bond Market Monitor – Eaton Vance
PDF
SPDR Monthly Chart Pack – State Street Global Advisors
PDF

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We’re Here for You

The past few weeks have seen unprecedented market volatility as the market reacts to the coronavirus disease (COVID-19) and its impact on the
US economy. In times like these, your clients look to you for reassurance and perspective and we want you to know that we’re here for you too.

Tips to Stay Healthy and Safe
AssetMark's Business Continuity Plan
AssetMark's Information Security Plan PDF
IMPORTANT INFORMATION
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.


C20-15634 | 03/2020 | 03/31/2021

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