Is Financial Advising an Art Or A Science?
November 2, 2022 – Principal and Managing Directors, Rick Polenske and Frank Corrado were featured in Financial Advisor Magazine discussing ‘Is Financial Advising an Art Or A Science?’ Read the full piece and what they both have to say on the matter here: https://bit.ly/3DUhpo8
Entering The Testing Zone
November 2, 2022 Good morning, About three weeks ago, while the equity market and its psyche were making new lows, we suggested (here) that if equities could just hold on and possibly stabilize into the end of the month, we might see a few catalysts in early November that could spark a year end rally. The […]
Are China Stocks Toxic Now? Wealth Management Pros Weigh In
November 2, 2022 – Chief Investment Officer, Stuart Katz was featured in Barron’s ‘Are China Stocks Toxic Now? Wealth Management Pros Weigh In.’ “Our assessment at this point is that China is a challenging environment to invest in, and if one were to have an interest in emerging markets, India and Brazil may be providing […]