Dear Clients: We’re glad to put Q3-2023 in the rearview mirror, as the third quarter lived up to its historical billing as the weakest quarter of the year. As we’ll discuss, interest rates surged, which proved to be a headwind too strong for stocks to overcome. Nobody knows what lies ahead. On [...]
Quick Takes: Health Savings Accounts In our latest episode of Quick Takes, Kirr, Marbach’s Associate Directors of Client Service Zach Greiner, CFP® and Maggie Kamman, CFP® cover Health Savings Accounts (HSAs), the tax-advantaged accounts used to save for qualified medical expenses for individuals covered under high-deductible health plans. Learn more about all [...]
Not so shocking truth: Investors are own worst enemy Mickey Kim / September 15, 2023 In “Just think: The challenges of the disengaged mind” (Science--July 2014), Timothy Wilson, a social psychologist at the University of Virginia and colleagues studied whether participants were capable of sitting alone (and without [...]
Fitch downgrade a warning U.S. approaching a financial reckoning Mickey Kim and Roger Lee / August 18, 2023 A credit rating is used to predict the likelihood a borrower will repay its debts, on time and in full. Whether you’re an individual, company or a sovereign nation, a [...]
2023 Q2 Market Recap - Podcast Associate Director of Client Service Zach Greiner and Chief Investment Officer Mark Foster, CFA recap the second quarter of 2023 and dive into some of the economic drivers behind the mixed market results. Mark shares several charts illustrating why the market advance was not as strong [...]
Dear Clients: What a difference a year makes, thank goodness! The S&P 500 had a total return of 8.7% in the second quarter (Q2-2023) and 16.9% in the first-half of 2023. Client equity portfolios also staged a solid comeback in the first-half of 2023, which we think was an impressive result given [...]
Federal Reserve’s FedNowSM Service set to revolutionize, disrupt instant payments Mickey Kim and Roger Lee / June 23, 2023 As a society, we not only crave, but demand instant gratification. Whether it’s “One-Click” ordering on Amazon Prime for delivery to our doorstep tomorrow (or even today), streaming the [...]
Quick Takes: 529 College Savings Plans Welcome to our first edition of Quick Takes, where Kirr, Marbach’s Associate Directors of Client Service Zach Greiner, CFP® and Maggie Kamman, CFP® simplify some hard-to-understand topics. We hope with these short, easy-to-digest podcasts increase financial literacy and help you make smart decisions with your money. [...]
Debt ceiling brinksmanship the ‘Sword of Damocles’ for investors Mickey Kim and Roger Lee / May 19, 2023 In an ancient moral parable, the Roman philosopher Cicero told the tale of Dionysius II, a tyrannical king, and his court jester Damocles who commented on the blissful, carefree [...]
Behavioral finance biases can destroy NFL Draft, investor returns Mickey Kim and Roger Lee / April 28, 2023 The NFL Draft and securities markets both provide researchers with huge amounts of data for analyzing “judgement under uncertainty” and “decision under risk.” Research leads to understanding how NFL [...]
 |
Associate Director of Client Service |
|
Current Board Member and Vice President of Sans Souci. Past president of Sans Souci and Columbus Young Professionals. Finance Mentor for Turning Point’s Dance Marathon. Leadership Bartholomew County – 2014 and Coalition for Collaborative Learning – 2015. Zach was previously a Credit Analyst and Commercial Lender for MainSource Bank and, most recently, Financial Advisor for Raymond James. Zach joined KM in 2018. |
 |
Associate Director of Client Service |
|
Current member of Heritage Fund Bartholomew County Grants Committee and First Presbyterian Preschool Policy Board. Before joining KM in 2018, Maggie was a financial analyst at Cummins, Inc. |
 |
Roger Lee, CFA, CPA
Senior Research Analyst |
|
Roger joined KM as a Senior Research Analyst in 2016. Prior to joining KM, he sharpened his research skills while on the investment teams of Pacific View Asset Management, the Artisan Partners Global Equity Fund, and Tradewinds Global Investors, a subsidiary of Nuveen Investments. He began his career in assurance services at Ernst & Young. Roger has been a licensed Certified Public Accountant in the State of New York since 2010. |
 |
Collin Foster, CFA
Research Analyst and Fixed Income Portfolio Manager |
|
Collin joined KM as an Equity Analyst in 2015. Prior to joining KM, he worked as a credit analyst and credit manager at MainSource Bank. |
 |
Mickey Kim, CFA
Managing Partner, Chief Operating/Compliance Officer |
|
Mickey was Senior Research Analyst at Driehaus Capital Management, a Chicago investment management firm, from 1982 to 1985. Mickey joined KM in 1986 and has been the firm’s Chief Operating Officer since 1996 and Chief Compliance Officer since 2004. |
 |
Mark D. Foster, CFA
View Profile
Managing Partner, Chief Investment Officer, Portfolio Manager |
|
Mark was formerly associated with American Fletcher National Bank (now JP Morgan Chase, Indiana, NA) as a research analyst from 1980 to 1982 and with Merchants National Bank as a portfolio manager/research analyst from 1982 to 1984. From 1984 to 1987 he was associated with Merchants Investment Counseling Inc. as Director of Equity Strategy, directly responsible for managing approximately $200 million of equity assets. Mark joined KM in 1987 and has been the firm’s Chief Investment Officer since 1997. |
 |
Matt Kirr
Partner, Director of Client Service |
|
Current Board Member of Heritage Fund Bartholomew County and Foundation for Youth. Past president of Foundation for Youth, the Day Nursery Foundation Board, and past vice-chairman of the Make-a-Wish Foundation of Indiana. Matt was previously a Vice President and Private Banker for Bank One, N.A. and, most recently, McDonald Financial Group. Matt joined KM in 2005. |
 |
Darrell H. “Kip” Wright, CFA
Partner, Portfolio Manager, Senior Research Analyst |
|
Kip was a Trust Investment Manager for various banks in Iowa from 1982 through 1995, most recently with Brenton Bank, N.A., with responsibilities of overall strategy and equity selection. Kip joined KM in 1995 and is a portfolio manager and senior research analyst. |
 |
Colin King, CFA
Senior Research Analyst |
|
Colin joined KM as an Equity Analyst in 2012. Prior to joining KM, he worked in assurance services with Ernst & Young and in business valuation with Blue & Co., both CPA firms. Colin has been a licensed Certified Public Accountant in the State of Indiana since 2012. |
