Capital Gains in Your Portfolio
By Lauren Sigman and Sean Powers “In this world nothing can be said to be certain, except death and taxes.” Depending on who you are talking to, and the size of their expected tax bill, these words from Ben Franklin leave some with a hard time deciding which one is worse. Thinking long term when […]
A Low Volume and Probably Not High Volatility Day
July 2, 2021 Good morning, Not much to write about this morning, it will be a low volume Friday ahead of THE holiday weekend in NYC – my gosh, I’d forgotten how the city absolutely clears out this week. Fortunately it’s for good reasons this year. The June employment numbers were released this morning and […]
Will Allocators Ever Embrace Liquid Alts?
CIO Magazine, June 29, 2021 Chief Investment Officer, Stuart Katz, spoke with Lawrence Light to weigh in on the liquidity of alternative investments. Stuart highlights the “mismatch between daily liquidity and the underlying asset.” Read more in Chief Investment Officer Magazine here. Disclosure Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson […]