At The Mark/Berger Group, we believe every client has different needs and a unique story. Understanding and responding to those needs, while making your financial well-being our priority, is at the heart of all we do. Above all, we pride ourselves on our service. We put personal attention into building and managing a diversified portfolio fully customized to your circumstances, goals and feelings about risk.
We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.
Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.
October 6, 2017
RBC Capital Markets' Strength in the Municipal Bond Market
October 20, 2017
Tax-Exempt Wealth Building With Zero Coupon Municipal Bonds
The Cost of Waiting – Bond Investments
November 4, 2017
Interest rates will … fluctuate; your investment strategy shouldn’t
December 17, 2018
The Perfect Storm