As one of the nation's leading investment and financial services firms, members of GM Advisory Group, Inc. often are asked to speak at industry conferences to share our thoughts on the markets, as well as other matters impacting wealth management. Whenever possible, we share these reflections through a series of educational articles concerning relevant topics such as estate, tax, retirement, education, investment, and business planning, along with overall asset growth and preservation. Be sure to visit this page frequently for our latest thoughts on these important subjects.
- GMAG Market Outlook
- 03.31.2011 | 5pp
Markets got off to a fast start in 2011, as signs of an improving economy and a central bank apparently determined to inflate asset prices had investors taking money out of fixed income mutual funds and putting money into equity mutual funds.
- 2010 Year in Review
- 02.08.2011 | 4pp
As part of our 2010 forecasts and as documented in our 2010 market outlook, we had anticipated significant
volatility in the S&P 500 and indicated that we would look to manage equity exposure judiciously as conditions
dictate...
- 2011 Market Forecast
- 02.08.2011 | 10pp
As we head into the new year, markets—driven by positive earnings surprises, continued growth of emerging markets as well as QE2—are finally trading above their pre-Lehman levels. However, in our opinion, the question remains: Do you invest like most investors and pretend the financial crisis was a bad dream?
- 2011 Tax Summary
- 02.08.2011 | 2pp
This summary outlines the key aspects of the 2011 tax laws.
- 2010 Tax Relief Act
- 02.08.2011 | 2pp
The following is a summary of the key provisions of the "2010 TRA." Much of the new law simply extends
favorable tax rules that applied in prior years for an additional 2 more years (through December 31, 2012). Other
provisions modify the old rules or introduce new tax breaks.
- At Pershing's INSITE Conference, Top Advisors Say They Thrived In Crisis
- 06.06.2010 | 1pp
In this summary, three advisors (including GMAG's Frank Marzano) outline the steps they took to succeed during the financial meltdown.