Blog


Hey Millennials! This is what you could be doing with your money now.

Retirement is closer than you think–are you preparing for it? As an Investment Advisor Representative, I work with a wide array of clientele. It’s true, value systems tend to differ based on the age and the risk tolerance of my clients. When it comes to setting financial goals, no two households are exactly the same. […]

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The Impact of Your Residence on Your Taxes

When it comes to income and estate taxes, not all states are created equal. Keep reading to learn more. Every once in a while, I have a client come to me for advice on a big move. Where can they go to maximize their money? From a financial standpoint, there are a few considerations to […]

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The Election and Our Economy: What to expect in 2021… and beyond.

As the November presidential election approaches, many investors wonder what effect the outcome will have on the financial markets and our country’s economy. The COVID19 wildcard has many Americans yearning for financial stability. In a year of unknowns, the potential of yet another shift has many wondering if there are ways to invest with confidence […]

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The Traits of a Good Investor and How Women Can Make the Most of Them

Friday, August 24, 2012 Women are increasingly taking responsibility for managing their own money. That includes those who in the past may have left investing to a spouse because they were busy raising a family or had no interest in the subject, but who have since found that divorce, a spouse’s death, or the need […]

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Why You Need a Financial Advisor (historical media appearances)

Thursday, April 12, 2012 Professional financial help goes far beyond picking stocks. Hiring an advisor arms you with expertise and resources with which to approach planning your financial future; especially as you increase your income and take on more responsibilities and investments. This coaching and support can help you to smoothly endure and make the […]

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Midday Movers: Q3 Earnings Breakdown(historical media appearances)

Wednesday, October 26, 2016 | Yahoo! Finance

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Reuters: Mark Martiak on the Fed minutes impact on the Markets

Tuesday, December 6, 2016 Premier Wealth First Allied’s Mark Martiak talks with Bobbi Rebell about the FOMC November meeting minutes and the outlook for U.S. stocks.

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Midday Movers: Stocks set to notch 6-week winning streak

Thursday, December 14, 2017 | Yahoo Finance click to watch Stocks (^DJI, ^GSPC, ^IXIC) push higher as earnings continue to roll in. The financial (XLF) and technology (XLK) sectors are most in the green while the consumer staples (XLP) sector is most in the red. To discuss the big stories of the day, Yahoo Finance’s Alexis Christoforous joined by Myles Udland and Mark Martiak, Senior […]

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Midday Movers: Dow notches fifth consecutive record high as crude oil plunges

Thursday, December 14, 2017 | Yahoo Finance click to watch Today on Midday Movers, we talk about: Under Armour shares plunge after earnings report Mixed US economic data in focus Outlook for US economy and stocks Greenspan: We’re in a bond bubble Ford, GM auto sales disappoint for July Soundcloud’s fall from grace Bitcoin cryptocurrency […]

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Why Private Equity Firms Should Focus On Dealership Income Development

Friday, January 19, 2018 | Mark Martiak, Max Zannan Private equity firms have taken notice of the automotive industry’s success over the past few years in the form of car sales. Having made a huge jump from 10.4 million car sales in 2009 to 17.5 million sales in 2016, the car industry is looking at another […]

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Midday Movers: Stock selloff intensifies as fear begins to grip Wall Street

Thursday, December 14, 2017 | Yahoo Finance click to watch Stocks (^DJI, ^GSPC, ^IXIC) are selling off at the midday mark, with the financial (XLF) sector leading the way down and the utilities (XLU) sector still the least in the red. Alan Valdes, director of floor operations at Silverbear, joins us live from the New York Stock Exchange. To discuss the other big stories of the day, […]

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Game Changer – Trump’s First 200 Days (historical media appearances)

Monday, March 27, 2017 | Mark Martiak “The stock market has reached record levels since Trump’s election in anticipation of pro-growth policies” Trump delivered his address to a joint session of Congress on March 2nd after the market’s close.  The U.S. President appeared to be composed and “presidential” when he asked Congress to approve a […]

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Margin migraine (historical media appearances)

Sunday, December 15, 2013| by John Aidan Byrne of the NY Post. The next stock-market Armageddon is just around the corner. Market bears see today’s ballooning NYSE margin debt — a record $420 billion — as a precursor to a heart-thumping correction. “It’s always been a warning sign,” former NYSE margin regulator Steven Levine told The […]

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Wealth Preservation for Millionaires and Billionaires Still Rules The Day!

Tuesday, June 11, 2013 In one of my recent appearances on CNBC with Maria Bartiromo we discussed whether the wealthy were sitting in cash instead of putting it to work in the equities market. A recent trust company’s survey—polled people worth $3 million or more (one-third of respondents had $10 million or more)—and it showed […]

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Mark Martiak appears on CNBC’s Closing Bell 6/3/2013

Tuesday, June 25, 2013 Mark discusses retirement savings with the author of “Deal With Your Debt”, Liz Weston, on CNBC’s Closing Bell. Weston suggests that you should start saving for retirement in your 20s. Mark indicates that it’s never too late to start saving for retirement if you haven’t already, but you must be more […]

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2018 State Of The Market

Sunday, March 11, 2018 |Mark Martiak Up until February 12th, the stock market during February experienced a wild month. With the recent sell-off and spike in volatility, what does that mean for the rest of the year? U.S. stocks fell sharply on Monday February 5th, as the S&P 500 slumped over 5% for its largest […]

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10 things billionaires won’t tell you : What happens when so few control

Monday, November 25, 2013By Quentin Fottrell of Market Watch/WSJ For original article click here 1.“We just get richer and richer.” In 2013, the wealth of the world’s billionaires reached a record high — helped by 200 newcomers like Facebook founder Mark Zuckerberg. The 2013 Forbes Billionaires List names 1,426 billionaires with an aggregate net worth of […]

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