March Madness – Short-Term Pain for Long-Term Gain?
By Stuart Katz, Chief Investment Officer March 5, 2025 -March Madness and market uncertainty share striking parallels in their unpredictability and high stakes. The NCAA basketball tournament, known for its “Cinderella stories” and upsets, is a single-elimination event where even top-seeded teams can fall unexpectedly. Similarly, financial markets operate under constant uncertainty, with prices influenced […]
Preparing for an Inheritance: Don’t Let Your Blessing Become a Curse
March 5, 2025 A few practical steps, such as establishing your financial independence and asking questions, can help you avoid inheritance pitfalls. As published in Kiplinger By Mallon FitzPatrick Many people look forward to an inheritance — it can provide financial security, opportunities for education and the ability to pursue passions. But there’s a lesser-known, […]
Market Note: Optimism Meets Reality
March 5, 2025 – The wave of economic optimism that prevailed at the end of 2024 has crashed on the shores of a complicated economic and policy landscape. Here’s what’s happening. First, a bevy of economic indicators suggests that the economy could be slowing faster than previously expected. Consumer spending declined in January for the […]