It’s Complicated
March 20, 2023 Good morning, The Swiss government appears to have forced a shotgun sale of Credit Suisse (CS) to UBS (formerly named Union Bank of Switzerland) over the weekend, and while only last week this combination was expected to be an elixir of any approaching European bank crisis, it is this morning nothing of […]
IN the Office with Mallon FitzPatrick
March 20, 2023 – Principal and Managing Director, Mallon FitzPatrick was featured on InvestmentNews “IN the Office” discussing ‘Why current market conditions and regulations make this the ideal time to transfer wealth.’ “There’s two reasons right now that it’s a great time to transfer wealth. One, we have the highest lifetime exclusion at $13 million, […]