2022 Economic and Investment Outlook Webinar
January 20, 2022 – The beginning of 2022 conjures memories of Yogi Berra’s quote “It’s déjà vu all over again” in several respects, such as rising Covid counts, rising interest rate expectations, and persistent dysfunction in Washington D.C. Our Chief Economist, Jeanette Garretty and Chief Investment Officer, Stuart Katz, discuss their economic and investment outlooks […]
Why I Need a Wyoming Trust!
By Mallon FitzPatrick, CFP® January 27, 2022 – Ever fear you might be missing out on a good opportunity to save on income taxes by transferring assets to a trust in another state? You’re not alone. I’ve counseled more than a few clients suffering from a case of “trust FOMO (Fear Of Missing Out).” Some […]