Model Investing
By Michael Tierney, September 27, 2021 Using a mathematical model to guide one’s portfolio investment decisions has a record of success and a gain in popularity that correlates almost perfectly with the growth of the computational capacity we have at our fingertips. As computers have been able to handle exponentially growing amounts of data across […]
How the Wealthy are Preparing for Higher Taxes
By Annie Nova, CNBC September 25, 2021 – Mallon FitzPatrick, Principal and Managing Director was featured in a piece for CNBC by Annie Nova discussing “how the wealthy are preparing for higher taxes.” Mallon shared several insights including gifting an income-producing asset like real estate to a family member who falls in a lower bracket or […]
Mallon FitzPatrick on TD Ameritrade
September 23, 2021 – Mallon FitzPatrick, CFP® rejoined TD Ameritrade Network ‘Market Overtime’ with Nicole Petallides to discuss who the most recent taxproposal is going to impact the most and which strategies should be considered before the enactment date or prior to 2022: https://bit.ly/3CJTC6Y
American Families Plan Tax Proposals Published September 13, 2021 – Actions to Consider
By Mallon FitzPatrick September 20, 2021 – On September 13, 2021, the House Ways and Means Committee released a draft legislation that proposes tax increases and tax cuts. It is important to keep in mind that this draft legislation is subject to change as the bill passes through committee markup and as it goes to […]
Robertson Stephens Deepens Pacific Northwest Presence
Wealth managers Rick Polenske and Steve Devejian join to establish Boise office SAN FRANCISCO, Sept. 21, 2021 /PRNewswire/ — Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) further grows its national presence by opening an office in Boise, Idaho. Wealth managers, Rick Polenske and Steve Devejian, join as Managing Directors and Principals, specializing in comprehensive wealth management solutions for individuals, families and institutions. Rick and […]
After Exxon: Seeing ESG Investing Through a New Lens
By Christopher Knapp, Robertson Stephens, and William Page, Essex Investment Management September 16, 2021 – If there’s one thing the recent boardroom showdown over Exxon Mobil Corp’s stance on renewable energy has demonstrated to the world, it’s that environmental, social and corporate governance (ESG) investing is no longer child’s play. In that clash, BlackRock and Vanguard, […]
17 Defensive Steps For Avoiding Possible Biden Tax Increases
Investor’s Business Daily September 15, 2021 – Mallon FitzPatrick, CFP® was featured in an Investor’s Business Daily piece by Paul Katzeff “17 Defensive Steps For Avoiding Possible Biden Tax Increases”. Mallon shared “Maximize charitable giving next year. The deduction saves you more money in a higher-rate year.” Read the full piece here: https://lnkd.in/edq_mdqT
An Expensive Surprise for Rich Heirs Lurks Inside the Democrats’ Tax Plan
Bloomberg September 14, 2021 – Mallon FitzPatrick was featured in Bloomberg’s article “An Expensive Surprise for Rich Heirs Lurks Inside the Democrats’ Tax Plan”, which discusses the proposal that aims to upend how the wealthiest 0.1% of Americans pass on their fortunes tax-free. Read his insights here: https://www.bloomberg.com/news/articles/2021-09-14/democrats-target-grantor-trusts-the-rich-use-to-pass-on-fortune-tax-free?sref=dcitGkK3
Alts may provide the lift 60-40 portfolios need
InvestmentNews September 13, 2021 – CIO Stuart Katz was featured in an InvestmentNews cover story by Jeff Benjamin “Alts may provide the lift 60-40 portfolios need” – Stuart says, “Alternative investments should be assembled by understanding how they work together with a traditional portfolio. The current environment of low yields, elevated valuations, excess liquidity in the marketplace and uncertainty regarding COVID […]
Bombshell tax draft throws curveball at retirement plans, inheritances, levies on the rich
Financial Planning September 13, 2021 – Mallon FitzPatrick talks to Lynnley Browning from Financial Planning discusses the latest tax proposals, throwing a curveball for retirement plans, inheritances and levies on the rich. Read Mallon’s insights here: https://www.financial-planning.com/news/bombshell-tax-draft-throws-curve-ball-at-retirement-accounts-levies-on-the-rich-and-inheritances
The Human Side of Tech Matters Most
Wealthmanagement.com September 9, 2021 – COO Vikram Chugh spoke at WealthManagement.com’s industry awards about what happens when technology meets human advice. Read his insights here: https://lnkd.in/emUJM9EN
Tax Changes, Court Backlogs May Complicate Your Clients’ Divorces
September 7, 2021 – Pam Friedman was featured in Financial Advisor Magazine discussing “Tax Changes, Court Backlogs May Complicate Your Clients’ Divorces”- read the full piece here: https://bit.ly/3yNgcJf