Transparent communication now could mean fewer legal headaches in the future. By Alicia Denton, CFP® September 26, 2022 - A recent legal battle over the control of a prominent charitable organization exemplifies the need for proactive estate
Insights
Tug Of War Between Top-Down Rates and Bottom Up Fundamentals: Rates Are Winning…
By Stuart Katz, Chief Investment Officer September 14, 2022 - Despite the recently reported strong earnings season, the rally from the June lows led to P/E multiple expansion. The key mantra for this cycle has been: “As the two-year yield goes, so
Understanding the Inflation Reduction Act from a Wealth Planning and Investment Perspective
By Mallon FitzPatrick, CFP®, Head of Wealth Planning, and Stuart Katz, Chief Investment Officer August 29, 2022 - After considerable back and forth between lawmakers and the White House, President Joe Biden signed the Inflation Reduction Act
We’re Only Human – Navigating the Markets with Biases in Mind
By Chief Investment Officer, Stuart Katz As published in Wealthmanagement.com August 22, 2022 - From 1979 through 2019, the S&P 500 Index had an average annual return of 12%, prompting many investors to operate with that rate in mind for
2022 Mid-Year Outlook: Not Your Father’s Recession
By Chief Economist, Jeanette Garretty As published in Wealthmanagement.com August 22, 2022 - The US economy enters the second half of the year with more questions than answers. Foremost is the tension between extraordinarily robust job growth –
Smishing: What It Is and How to Protect Yourself
By Vikram Chugh, COO August 15, 2022 - Smishing is a form of phishing that uses short messages sent as text messages, or SMS, through smartphones and social media messaging to gain your personal information. Smishing has become popular with
4 Reasons On Why To Stay Invested
By Karen McClintock, CFA August 8, 2022 #1 - Keeping Things in Perspective 2022 has been a uniquely volatile year - stocks and bonds are both down for only the second time in current history. I want to share some historical content about
2022 Mid Year Outlook Webinar
July 21, 2022 - With the 1st half of 2022 behind us, our Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz discuss their economic and market outlooks for the 2nd half of the year. Head of Wealth Planning Mallon FitzPatrick
Wealth Planning Doesn’t Require Rules of Thumb
By Mallon FitzPatrick, CFP® July 29, 2022 - Generally speaking, rules of thumb exist to simplify life. There’s no sense in trying to reinvent the wheel after someone already went through the process of trial and error that spawned the rule in the
Hierarchy of Tax Deferral Strategies
By Mallon FitzPatrick, CFP As published in Rethinking65 June 30, 2022 - You cannot control market behavior, but you do hold sway over how you manage taxes, which reduce investment returns on portfolios and are often compounded by state taxes.
