Insights

By Jeanette Garretty, Chief Economist March 15, 2023 – My career in finance is almost exactly coincident with the deregulation of the banking industry. The Deregulation and Monetary Control Act of 1980 allowed depository institutions a freer hand in setting depository account interest rates, partly in response […]

By CIO, Stuart Katz March 13, 2023 – During the April 2020 COVID market meltdown, there was an increasing number of questions regarding money market funds. It seems we are “back to the future.” Below is the Investment Office’s summary of several key issues to consider in […]

By Stuart Katz, CIO March 10, 2023 What Yesterday, bank stocks declined, triggered partly by an item on the list of SEC disclosures by SVB Financial (stock declined 63%), owner of Silicon Valley bank (the 16th largest bank in the US with $210 billion in assets). These […]

By Mallon FitzPatrick, CFP February 28, 2023 – The onset of the new year brings new trends and, with them, questions. More and more clients have asked, ‘how much should I hold in cash?’. Given 2022’s market turbulence and that forecasts of 2023 will share similar characteristics, it’s […]