Possible Secular Changes

June 21, 2022 Good morning, Coming into 2022, the investment base case (at least for me) seemed to be that inflation had spiked, the Fed was behind in taming it, a correction was likely.  As the months passed, the base case shifted to; inflation is higher than anticipated, the Fed must move more aggressively, and […]

Mallon FitzPatrick in FA Magazine

June 21, 2022 Principal and Managing Director, Mallon FitzPatrick was featured in Financial Advisor Magazine discussing how “High- And Ultra-High-Net-Worth Clients Require an Innovative Approach.” Mallon said, “Not all high and ultra-high-net-worth and family office clients are receptive to wealth planning, at least initially.” Read the full piece here: https://bit.ly/3b9LKCZ