Marcum Wealth

Marcum Wealth Marcum specializes in providing financial planning and investment management services to individuals along with 401(K) plans for corporations.

Legal Notice: www.marcumwealth.com/legal At Marcum Wealth, our mission is to provide you with the tools, resources, and technology to help you become an effective “CEO of your money”™. As your team of advisors for your financial answers, we can provide the multidisciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to assist you in

reaching your life-long and legacy goals. Customer Relationship Summary: marcumwealth.com/wp-content/uploads/sites/5/MarcumWealth-CustomerRelationshipSummary.pdf

With the rise in fraudulent trends using bad actors and social engineering techniques, we share some tips to help protec...
05/06/2025

With the rise in fraudulent trends using bad actors and social engineering techniques, we share some tips to help protect yourself from these scams below 👇

For any questions or to report suspicious activity, contact Marcum Wealth immediately at 866-605-1901 and visit our website for the latest updates at https://hubs.li/Q038mVYW0.

Disclosure: Marcum Wealth, LLC is an investment adviser registered with the United States Securities and Exchange Commission. Registration as an investment adviser does not imply a specific level of skill or training.

CEOs from the largest retailers – Walmart, Target, and Home Depot – met with the President last week. They warned of les...
04/29/2025

CEOs from the largest retailers – Walmart, Target, and Home Depot – met with the President last week. They warned of less inventory and rising prices if the tariffs go on as intended by the summer.

Read more of the latest Market Update by Michael McKeown, CFA®, CPA, Chief Investment Officer: https://hubs.li/Q03kfSKB0

📰 Take a snapshot look at the economy in Marcum Wealth’s Strategy Newsletter. We provide a high-level analysis of key fa...
04/22/2025

📰 Take a snapshot look at the economy in Marcum Wealth’s Strategy Newsletter. We provide a high-level analysis of key factors affecting markets including equity, fixed income, and real estate.

In this edition:
- Tariffs are the focus while the labor market data deserves attention.
- International stocks turn the corner.
- Bonds provide ballast as more interest rate cuts get priced into markets.
- Housing supply begins to rise while affordability remains a challenge.

Read now: https://hubs.li/Q03jgxWF0

After a whirlwind week that began with the announced ‘reciprocal tariffs’ on April 2nd, a Truth Social post on Wednesday...
04/11/2025

After a whirlwind week that began with the announced ‘reciprocal tariffs’ on April 2nd, a Truth Social post on Wednesday announced the executive order that lowered tariffs for 75 countries, outside of China. President Trump declared many countries are coming to the table to offer concessions, lower tariff levels for US imports, and reducing non-trade barriers.

Read more, written by Michael McKeown, CFA®, CPA, Chief Investment Officer: https://hubs.li/Q03g_CXQ0

Creating well-paying jobs in the US should be the goal of any policy maker. Protecting industries such as defense are cr...
04/03/2025

Creating well-paying jobs in the US should be the goal of any policy maker. Protecting industries such as defense are critical for all nations. The problem is that using tariffs a blunt tool to achieve these objectives may have unintended consequences.

Read more, written by Michael McKeown, CFA®, CPA, Chief Investment Officer: https://hubs.li/Q03fS9_l0

The last month has seen large daily moves in the price index. We take note of this when more days over 1% are moving mar...
03/19/2025

The last month has seen large daily moves in the price index. We take note of this when more days over 1% are moving markets.

Read more of the latest Market Update by Michael McKeown, CFA®, CPA, Chief Investment Officer: https://hubs.li/Q03cw-Vs0

The Trump 2.0 administration is less focused on the stock market than the first term. Back then, the President said the ...
03/12/2025

The Trump 2.0 administration is less focused on the stock market than the first term. Back then, the President said the four-year term should be measured by how well stocks do – which provided a tailwind to the market.

It seems the tune is changing this time. On two separate occasions this past week, President Trump said the economy is in “a period of transition” and warned Americans to expect “a little disturbance.” Social media posts implied he is not concerned about the recent market volatility.

Read more, written by Michael McKeown, CFA®, CPA, Chief Investment Officer: https://hubs.li/Q03bvFh00

Happy Employee Appreciation Day to our incredible team! We celebrate the hard work, enthusiasm, and passion our team mem...
03/07/2025

Happy Employee Appreciation Day to our incredible team! We celebrate the hard work, enthusiasm, and passion our team members bring to the Firm every day. Cheers to you! 🏆👏

As website and messaging app scams are increasing in frequency and complexity, we share some ways to help protect yourse...
03/05/2025

As website and messaging app scams are increasing in frequency and complexity, we share some ways to help protect yourself from these types of scams below ⬇️

For any questions or to report suspicious activity, contact Marcum Wealth immediately at 866-605-1901 and visit our website for the latest updates at https://hubs.ly/Q039q8d90.

Disclosure: Marcum Wealth, LLC is an investment adviser registered with the United States Securities and Exchange Commission. Registration as an investment adviser does not imply a specific level of skill or training.

The global events of the past month are moving fast. It might be surprising that financial markets are taking all of it ...
02/25/2025

The global events of the past month are moving fast. It might be surprising that financial markets are taking all of it in stride, so far.

The stock markets outside of the US have struggled over the past few decades. Too much debt, poor demographics, slow policy responses, and less innovation are all culprits. But a change in leadership just happened.

Read more, written by Michael McKeown, CFA®, CPA, Chief Investment Officer: https://hubs.ly/Q038ccHg0

Inflation peaked in the summer of 2022 around the world. The annual rate of change in the US at the time was 9%. By the ...
02/11/2025

Inflation peaked in the summer of 2022 around the world. The annual rate of change in the US at the time was 9%. By the summer of 2023, the consumer price index in the US fell to the 3% range while it remained stubbornly high in Germany and the UK.

Since then, prices fell rapidly closer to trend and below 2% in many countries. This week we will see January’s CPI report. Unfortunately, US inflation has not fallen much over the past 18 months.

Read more of the latest Market Update by Michael McKeown, CFA®, CPA, Chief Investment Officer: https://hubs.li/Q0369nMY0

With so much on the line for economies and markets around global trading, it is necessary to explore factors that might ...
01/28/2025

With so much on the line for economies and markets around global trading, it is necessary to explore factors that might affect portfolios in the years ahead.

Read more, written by Michael McKeown, CFA®, CPA, Chief Investment Officer: https://hubs.li/Q034kZ8x0

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