When Annuities Came To 401(k)s
November 2, 2022 – Principal and Managing Director, Rick Tasker was featured in Financial Advisor Magazine to discuss ‘When Annuities Came To 401(k)s.’ “Plan sponsors must follow guidelines and rules to qualify for the safe harbor,” says Tasker. He goes on to explain that to that end, the plan sponsor has to file annual benefit […]
Is Financial Advising an Art Or A Science?
November 2, 2022 – Principal and Managing Directors, Rick Polenske and Frank Corrado were featured in Financial Advisor Magazine discussing ‘Is Financial Advising an Art Or A Science?’ Read the full piece and what they both have to say on the matter here: https://bit.ly/3DUhpo8
Are China Stocks Toxic Now? Wealth Management Pros Weigh In
November 2, 2022 – Chief Investment Officer, Stuart Katz was featured in Barron’s ‘Are China Stocks Toxic Now? Wealth Management Pros Weigh In.’ “Our assessment at this point is that China is a challenging environment to invest in, and if one were to have an interest in emerging markets, India and Brazil may be providing […]
Here’s What You Need to Know About Year-End Planning Heading Into 2023
By Mallon FitzPatrick October 31, 2022 – There is little any individual can do about 2022’s market volatility or high inflation, escalating geopolitical conflicts, and rising interest rates adding fuel to the fire. However, you can strive to improve your long-term wealth plan’s prognosis by taking full stock of the current environment and what it […]
Bringing on New Advisor Teams
September 2022 – CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia and discusses what criteria is important when it comes to bringing on new advisor teams. To listen to the full podcast, click here
How to Lose an NFL team
By Alicia Denton and Mallon FitzPatrick October 27, 2022 – The National Football League (NFL) is a ubiquitous part of American culture and an extremely profitable sport league. According to Statista, the 32 teams in the NFL generated revenue of $17.29 billion in 2021. Acquiring an NFL team is seen as one of the ultimate […]
Where Could the S&P 500 Bottom?
By John Lau October 20, 2022 – This morning, U.K. PM Truss resigned after less than a month in office, deepening the political and fiscal debacle in the U.K.—a debacle that pressured U.S. stocks to fresh lows less than a week ago! But it’s not just what’s happening in the U.K. that’s adding to this […]
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 […]