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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 planning and responsible communication. Two of the late actor Paul […]
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 go valuation multiples.” The 2 year […]
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 (IRA) into law on Tuesday, August 16, 2022. The approximately $485 […]
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 any given year. However, looking closer, the […]
