Equities Still Reign as Midyear Sees Expansion Phase
By Stuart Katz, Chief Investment Officer August 31, 2021 – By now it’s clear we are in the throes of a strong economic recovery, one that has shifted into the expansion phase and is on course to gain steam across regions and countries in the second half of the year. The question isn’t whether we […]
Inflation, Productivity, and the American Workforce
By Jeanette Garretty, Chief Economist August 27, 2021 – There is a great deal of attention currently directed to the issue of US inflation. Depending upon the chosen metric— CPI, core CPI, year-over-year, month-over-month– the rate of inflation is somewhere between3.5% and 5.5%, and well above the 2010-2020 average of approximately 2%. Although the FederalReserve […]
Mid-Year Check Up: Does Your Portfolio Pass the Wellness Test?
August 25, 2021 by Mallon FitzPatrick With the mid-year mark in our rearview mirror, there are reasons to be optimistic about our pandemic economic recovery, which has shifted into an expansion phase and could gain steam in the coming months. But that doesn’t mean you can become lax when it comes to financial health. We […]
Mallon FitzPatrick on TD Ameritrade
August 24, 2021 Mallon FitzPatrick joined ‘Market Overtime with Nicole Petallides to discuss to discuss the importance of emergency funds to guard against unforeseen challenges and creating a budget for liquidity. Watch Mallon’s full interview on @TD Ameritrade Network here.
Jeanette Garretty on Bloomberg TV
August 11, 2021 Jeanette Garretty shares on Bloomberg TV her outlook the U.S. CPI being moderated but still elevated. She believes we will see supply chain related upward pressure on prices may be easing slightly. Watch Jeanette beginning at the 37:00 mark: https://bloom.bg/37DhWtu
Heading for Divorce? 3 Financial Planning Steps to Take Now
By Pam Friedman As published in HerMoney July 28, 2021 In my years advising clients as a financial planner, I’ve learned that people tend to think of divorce as a protracted, contentious affair where embittered spouses use unsavory tactics to secure money, property and children. The reality is that divorce can be, and often is, […]
It’s Here
August 6, 2021 Good morning, It is here. The moment of the day, the event of the week for sure, and possibly the entire month – July’s employment numbers. Expectations have been looking for a large number 870,000+… It came in at 943,000 – a beat. The unemployment rate came in below expected too – […]
The Monthly Letter
August 4, 2021 Good morning, The early part of this week has been, so far, a bit of a low volume churn, otherwise known as August. It’s either the summer doldrums or investors are waiting for Friday’s employment data – probably both. Nothing to glean here, let’s move on. As customary, the following is a […]
A Vacation Month?
August 2, 2021 Good morning, Welcome to August. Our new month looks to open with a fresh assault on new all-time highs on many of the major indices including S&P Futures which are up 20pts or half a percent pre-market at the moment. It probably helps that China saw quiet trading in their market overnight […]
Grade A+ Performance or Summer Doldrums
July 29, 2021 Good morning, Apologies for my unannounced miss yesterday. My usual Wednesday Morning Note got stuck on a brutally delayed red-eye back to NY Tuesday night. And while reports of airline companies unpreparedness this summer abound, my delay was infrastructure – the airport’s baggage handling system went down for all airlines for hours […]
5 Questions for divorce planning expert Pam Friedman
July 28, 2021 Pam Friedman, CFP®, CDFA® recently spoke with Tobias Salinger for the Financial Planning Podcast discussing why women are facing more stress than ever during the coronavirus pandemic and how planners can help. Listen here.
2021 Mid Year Economic and Investment Outlook Webinar
July 22, 2021 With the 1st half of 2021 behind us, our Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz share their outlooks for the 2nd half of the year. They will look back at topics such as inflation, supply chains and fiscal stimulus while looking forward to where the economy and markets […]