CIO Stuart Katz on Money Life with Chuck Jaffe
Chief Investment Officer Stuart Katz joined Money Life with Chuck Jaffe to discuss why rate cuts could push investors off the sidelines, the bond sectors best positioned to benefit, and what may lead markets as growth slows. Stuart’s interview begins at the 17:10 minute mark.
Year-End Tax Priorities Before OBBBA Changes Take Effect in 2026
As 2025 draws to a close, this year’s tax review carries added urgency. The One Big Beautiful Bill Act (OBBBA), signed into law in July, made several individual tax rate cuts permanent – averting a reversal of the 2017 Tax Cuts and Jobs Act (TCJA). However, beginning January 1, 2026, a series of new provisions […]
From SNAP to Skies: The Real Economy Feels the Shutdown
There are a lot of under-appreciated economic impacts from the US federal government shutdown. For example, the suspension of SNAP payments not only catastrophically affects poor families and seniors but also the grocers and farmers who supply the food that would be purchased with the SNAP monies. Federal worker incomes are the lifeblood of many […]
Earnings Strength Anchors a Volatile Market
Executive Summary The stock market has stayed resilient with sporadic pullbacks and shots of volatility. We expect this choppiness to continue into year-end. The real story remains the same: The economy has been resilient, the consumer has been resilient, and the Fed has cut rates in an economic expansion due to an increased focus on […]