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 […]
Inflation Blues
By Avi Deustch September 22, 2022 – The release of the August inflation data this week marks a new and painful phase in the War on Inflation. It’s now obvious that the Fed was not only too late to raise interest rates, but that inflation has spread from supplies and commodities into labor costs. Without […]
As Summer Comes to an End
By David Matias August 26, 2022 – As the summer of 2022 comes to an end, the world looks like it is slowly turning upside down. Drought, war, pandemic, epic heat waves, and inflation are all in the headlines and on our minds. The confluence of these events is not entirely coincidental, nor are some […]
Are We There Yet?
By Avi Deutsch July 29, 2022 – It was only the summer of 2020, two years ago, that going to the supermarket felt like a risky undertaking and flying was reserved for emergencies. The economy shrank by 5% in Q1, and then by 31% in Q2, before bouncing back with 34% growth in Q3. But […]
Big Stick Monetary Policy
By Avi Deustch June 30, 2022 – As the second quarter of 2022 draws to a close, the state of the U.S. economy is, in a word, perplexing. Real concerns around inflation and the Fed’s policy are buffered by low unemployment and a vibrant summer travel season. In the absence of new hard economic data, […]