Has the Industry Done Enough to Benefit the End Investor?
September 2022 – CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia and shares his insights on if the industry is doing enough to benefit the end investor or has it been about profits and multiples. Tune into his insights. To listen to the full podcast, click here
Fed Has Never Stopped Hiking Before Interest Rates Surpassed CPI
October 19, 2022 – Chief Investment Officer, Stuart Katz appeared on TD Ameritrade to discuss how the ‘Fed Has Never Stopped Hiking Before Interest Rates Surpassed CPI.’ “Look we believe in error of low inflation, low interest rates in support of fiscal and monetary policies in the rearview mirror. So let’s not drive that way […]
Mortgage Rates Are Soaring. Here’s What Financial Pros Are Telling Clients to Do.
October 11, 2022 – Principal and Managing Director, Lauren Sigman was featured in Barron’s discussing ‘Mortgage Rates Are Soaring. Here’s What Financial Pros Are Telling Clients to Do.’ “Remember whatever you buy today, you can refinance later, if and when rates go down. I also tell people to get yourself a good mortgage broker to look at a variety of […]
The Future of Wealth Management
September 2022 – CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia to discuss the future of wealth management. Tune into his insights and how at the end of the day the trend of providing higher levels of service will ultimately benefit the clients. To listen to the full podcast, click here
Patagonia’s Founder Executes Masterful Estate Plan
By Alicia Denton, CFP® and Mallon FitzPatrick, CFP® October 10, 2022 – You may have heard about Patagonia’s September giveaway…and we’re not referring to deep discounts on outdoor apparel! Yvon Chouinard, the founder of the company, recently announced a transfer of his company’s shares to two new entities. Patagonia is valued at approximately $3 billion […]
Jeanette Garretty on US Jobs Reports
October 6, 2022 – Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg to discuss “US Jobs Reports.” “Earnings still look attractive and so as a result, I think when it comes down to it the strength of the dollar is inherently also being derived from a very clear monetary policy – a very […]
Changes and Evolutions in the Industry
September 2022 – CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia to discuss the changes and evolutions of the wealth management industry. Listen to what Raj has to say regarding the complexity of addressing client needs through these changes. To listen to the full podcast, click here
Delivering ‘Wealth Planning Alpha’
A holistic approach can help advisors demonstrate the tangible and intangible value of services to clients and prospects. By Mallon FitzPatrick As published in Rethinking65 October 4, 2022 – Alpha is a term typically reserved for investing, and it’s used to describe a strategy’s ability to beat market indices. It may be referred to as […]
How Wealth Managers Approach Thematic Investing
October 4, 2022 – Chief Investment Officer, Stuart Katz was featured in Family Wealth Report discussing ‘How Wealth Managers Approach Thematic Investing.’ “The general partner has the structural flexibility to deploy capital in a disciplined way, add operational value [through] a control investor and thoughtfully decide to monetize the investments over time.” Read the full […]
Why Did Stocks Rebound Yesterday, and What Does It Mean for Markets?
By John Lau October 3, 2022 – Stocks staged a historic rebound yesterday (Thursday), as the S&P 500 went from down nearly 3% pre-market (after the CPI) to up nearly 3% by the close, completing a somewhat unthinkable 6% turnaround. Given this turnaround, I wanted to explain clearly and succinctly 1) Why it happened and […]
As Fed battles inflation, fixed-income investing regains popularity, purpose
October 3, 2022 – Chief Investment Officer, Stuart Katz was featured in InvestmentNews discussing ‘As Fed battles inflation, fixed-income investing regains popularity, purpose.’ “Historically, once inflation goes above 5%, it’s never come down until the Fed funds rate has risen above CPI,” Katz said, “We think the inflation journey from 8% to 5% will be much easier than from […]
Fixed income now: How to manage rising rates and increased risk
September 29, 2022 – CIO, Stuart Katz, joined Jeff Benjamin from InvestmentNews in discussing the fixed income markets and how one can manage rising rates as well as increased risk. Webcast summary: The Federal Reserve has changed the interest rate landscape. Yields are on the rise, along with the risks. How should advisers guide clients […]