Alts may provide the lift 60-40 portfolios need
InvestmentNews September 13, 2021 – CIO Stuart Katz was featured in an InvestmentNews cover story by Jeff Benjamin “Alts may provide the lift 60-40 portfolios need” – Stuart says, “Alternative investments should be assembled by understanding how they work together with a traditional portfolio. The current environment of low yields, elevated valuations, excess liquidity in the marketplace and uncertainty regarding COVID […]
Bombshell tax draft throws curveball at retirement plans, inheritances, levies on the rich
Financial Planning September 13, 2021 – Mallon FitzPatrick talks to Lynnley Browning from Financial Planning discusses the latest tax proposals, throwing a curveball for retirement plans, inheritances and levies on the rich. Read Mallon’s insights here: https://www.financial-planning.com/news/bombshell-tax-draft-throws-curve-ball-at-retirement-accounts-levies-on-the-rich-and-inheritances
Feel Is Not Real – Part II
September 13, 2021 Good morning, The S&P 500 was down each day last week with Friday’s decline accounting for half of the week’s damages. For the week, the S&P 500 Index was off -1.71% and what I called a pause last week turned into what felt like a grand mal correction on Friday. The feel […]