September 1, 2021

What Is Driving The Market?

What Is Driving The Market?

Important Disclosure Information

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Marcum Wealth, or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Marcum Wealth. Please remember to contact Marcum Wealth, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Marcum Wealth is neither a law Firm, nor a certified public accounting Firm, and no portion of the commentary content should be construed as legal or accounting advice. A copy of the Marcum Wealth’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request. Please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your Marcum account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Marcum accounts; and, (3) a description of each comparative benchmark/index is available upon request.

Featured

Michael T. McKeown

Michael T. McKeown

Chief Investment Officer

  • Cleveland, OH
Alexander D. Sterba

Alexander D. Sterba

Financial Advisor

  • Fairlawn, OH
Allison  Bourne

Allison Bourne

Client Service Associate

  • Operational Staff
  • Concord, OH
Alynne D. Zielinski

Alynne D. Zielinski

Manager, Financial Planning

  • Financial Planning
  • Cleveland, OH
Benjamin  Hoffmann

Benjamin Hoffmann

Financial Advisor

  • Philadelphia, PA
Bob  Coode

Bob Coode

Managing Director, Partner

  • Cleveland, OH
Brandon  Dunn

Brandon Dunn

Senior Client Manager

  • Cleveland, OH
Caitlin  Persico

Caitlin Persico

Client Service Associate

  • Operational Staff
  • Philadelphia, PA
Cassandra  Horton

Cassandra Horton

Manager, Client Services

  • Client Services
  • Cleveland, OH
Charles D. Moore

Charles D. Moore

Managing Director, Partner

  • Fairlawn, OH
Charlie  Hoffmann

Charlie Hoffmann

Managing Director, Partner

  • Philadelphia, PA
Christopher D. Bart

Christopher D. Bart

Managing Director, Partner

  • Cleveland, OH
Christopher  Jud

Christopher Jud

Financial Advisor

  • Philadelphia, PA
Constance  Pyles

Constance Pyles

Manager, Client Services

  • Client Services
  • Cleveland, OH
David  Rome

David Rome

Financial Advisor

  • Cleveland, OH
Diane  Graham

Diane Graham

Administrative Support

  • Akron, OH
Ellen  Spathis

Ellen Spathis

Manager, Client Services

  • Melville, NY
Eric  Wulff

Eric Wulff

Chief Executive Officer

  • Cleveland, OH
Gerald A. Shantzer

Gerald A. Shantzer

Financial Advisor

  • Philadelphia, PA
Griffin  Vehar

Griffin Vehar

Financial Advisor

  • Cleveland, OH
Jack  Rohde

Jack Rohde

Investment Analyst

  • Operational Staff
  • Cleveland, OH
Kenneth  Mears

Kenneth Mears

Financial Advisor

  • Concord, OH
Kevin  Pietrzyk

Kevin Pietrzyk

Trading Specialist

  • Cleveland, OH
Leeann L. Schultz

Leeann L. Schultz

Chief Compliance Officer, Director of Operations

  • Operations
  • Cleveland, OH
Louis  Trivisonno

Louis Trivisonno

Financial Advisor

  • Cleveland, OH
Marquis  Lewis

Marquis Lewis

Operations Associate

  • Cleveland, OH
Matthew  Harris

Matthew Harris

Financial Advisor

  • Melville, NY
Matthew J. Reghetti

Matthew J. Reghetti

Managing Director, Partner

  • Akron, OH
Matthew S. Wisz II

Matthew S. Wisz II

Operations Associate

  • Cleveland, OH
Melissa A. Metzger

Melissa A. Metzger

Director, Client Services

  • Client Services
  • Akron, OH
Michael  Granito

Michael Granito

Manager, Data Analytics

  • Data Analytics
  • Cleveland, OH
Michael  Van Himbergen

Michael Van Himbergen

Financial Advisor

  • Cleveland, OH
Molly A. Halpin

Molly A. Halpin

Operations Associate

  • Akron, OH
Nikea  Stathopoulos

Nikea Stathopoulos

Client Service Associate

  • Cleveland, OH
Patricia E. Small

Patricia E. Small

Financial Advisor

  • Hartford, CT
Perry D. Reghetti

Perry D. Reghetti

Managing Director, Partner

  • Akron, OH
Peter  Hoffmann

Peter Hoffmann

Managing Director, Partner

  • Philadelphia, PA
Robert  Coode

Robert Coode

Managing Director, Partner

  • Cleveland, OH
Shaun  Cox

Shaun Cox

Senior Client Manager, Investment Specialist

  • Client Manager
  • Cleveland, OH
Steven  Brett

Steven Brett

Managing Director, Partner

  • Melville, NY
Thomas  Filomeno

Thomas Filomeno

Financial Advisor

  • Hartford, CT
Ty  Brown

Ty Brown

Client Service Associate

  • Melville, NY
Wendy L. Eldridge

Wendy L. Eldridge

Managing Director, Partner

  • Retirement Plan Services
  • Cleveland, OH
Zachary G. Williams

Zachary G. Williams

Financial Advisor, Education Specialist

  • Cleveland, OH