News

September 20, 2022 – Chief Investment Officer, Stuart Katz, was featured in InvestmentNews ‘As Fed battles inflation, financial advisors brace for recession fallout.’ ’ “It’s hard to time the markets, especially when half of the S&P 500 Index’s strongest days over the last 20 years occurred during […]

August 31, 2022 – Managing Director and Principal, Karen McClintock, CFA, CIC was featured in Financial Advisor IQ discussing what books Financial Advisors are reading. “While Trennert is at the helm of an award winning macro-economic research company, he brings a tone of sensibility to our industry, for which we are […]

August 26, 2022 – Chief Economist and Managing Director, Jeanette Garretty appeared on TDAmeritrade Market on Close to discuss ‘No Recession Here, Just A Slowing, Healthy Economy.’ “The view is that even over the longer term when everything is fine, 2.5% is likely to be your fed […]

August 23, 2022 – Chief Investment Officer, Stuart Katz, and Head of Wealth Planning, Mallon FitzPatrick were featured in Financial Advisor Magazine to discuss ‘The Nuts And Bolts Of The Inflation Reduction Act For Clients.’ Read the full piece here: https://bit.ly/3R8WrWk