Best Investments For A Debt Ceiling Deal

June 1, 2023 – Chief Investment Officer, Stuart Katz was featured in Forbes to discuss ‘Best Investments For A Debt Ceiling.’ Katz is urging clients to keep eyes peeled for small-cap investment opportunities. “During periods of higher inflation, small caps have outperformed large caps, and the longer-term trend of reshoring will also provide a tailwind,” […]

The Argument for Caution Grows

June 1, 2023 Good morning, The economy and the markets are inexorably linked, just not perfectly. The imperfection is one of timing where markets move ahead of economies. Let’s talk about both today. When it comes to the U.S. economic outlook, there are plenty of negatives to focus on. Interest rates are much higher than […]