Affluence is complicated.
How do we help Benchmark clients worry about their money less and enjoy it more?
Why Benchmark?
We’re a boutique advisory firm serving a select group of clients, typically with complex financial situations, through our commitment to careful and efficient growth while preserving principal.
Sure, we’ve earned designations and recognition. More importantly, we’ve devoted our professional lives to acquiring the knowledge, learning the technology, attracting the right clients, and building lasting relationships.
Over the years, we’ve refined a clear, structured process, rooted in research, and designed to deliver appropriate risk-adjusted returns matching each client’s financial—and lifestyle—objectives.
About Our Firm
Though most prefer to leave the details to us, Benchmark clients have 24/7/365 access to comprehensive account and performance data. We leverage best-in-class third-party platforms to ensure a clear, secure, and reliable experience.
Our Insights
U.S. Recession Fears Prompt Global Market Sell-Off
3Q24 Market Outlook: The Fed is Navigating a Soft-to-No Landing
2Q24 Market Outlook: Navigating the New Interest Rate Regime
2023: Extraordinary & 2024: A Return to Normal Monetary Policy
Your 2023 Year-end Planning Checklist
4Q23 Mid-Quarter Update
4Q23 Market Outlook
3Q23 Market Outlook
2Q23 Market Outlook
1Q23 Market Outlook
4Q22 Market Outlook
Portfolio Construction in a Slowing Economy
1Q22 Market Outlook
Inflation & Employment Concerns
2Q21 Market Outlook
Revenge of the Bond Nerds
The Case for Equities
Captivated by GameStop & Other Corporate Zombies
2021 Market Outlook
2020 Year End Tax & Wealth Planning
It’s Always Darkest Before the Dawn
The Enduring Market & Patient Investors
The Age of Volatility
The Fear of High-Tech Valuations
The Fed and Inflation
On Covid and Fiscal Stimulus
Introducing the Red vs Blue Portfolio Election Tracker
Investing in a Bifurcated World
Personal Financial Website Webinar
Answering Investor’s Most Pressing Questions
We’ve Got High Hopes
Market Outlook & Pandemic Payback
What Banking Stocks are Saying about Economic Recovery
Unemployment & Market Valuations
The Way Forward: Separating the Winners & Losers
A Bridge Over Troubled Water
How Will We Know We are Winning?
The Benefit of Patience & Time
COVID 19 Containment – A Necessary Hit to our Economy & Investment Implications
Managing During a Period of Unprecedented Uncertainty
The Way Forward
What Successful Investors Do During Periods of Extreme Market Volatility
Q4: 2019 Market Outlook
Q3: 2019 Market Outlook
Q2: 2019 Market Outlook
Q1 2019: 2018 Review & 2019 Investment Outlook
Q4 2018: Climbing a Wall of Worry, Part 2
Q3 2018: U.S. Economy Climbing a Wall of Worry
Q2 2018: Market Outlook
Q1 2018: The Year in Review—2017
Q4 2017: Can It Keep Going? Powerful Forces & More
Q3 2017: Bull Markets, Politics, Threats…And Growth
Q2 2017: Post-Inauguration Market Surges Beyond Most Expectations
Q4 2016: Market Update
Union Jack-Knifed
’15 Review/’16 Preview
More about Benchmark’s approach & experience