New Cycles
By Avi Deutsch December 7, 2023 – Occasionally, economic periods coincide with the annual rhythm of life, and this December appears to mark one of those instances. A feeling of transition is in the air, marked by cooling inflation, a loosening labor market, and the expectation that the Fed is done raising interest rates. While […]
Here’s Why Financial Advisors Loved Charlie Munger
December 7, 2023 – Chief Investment Officer, Stuart Katz was featured in Barron’s ‘Here’s Why Financial Advisors Loved Charlie Munger.’ “I think many of us who are passionate about investing and markets will remember Charlie Munger for his grandfatherly wit and wisdom and what seemed to be an undercurrent of grumpiness,” Katz said. “What impressed me most was his […]