News

November 22, 2022 – Chief Investment Officer, Stuart Katz appears on Nasdaq Trade Talks to discuss whether interest rate risk or recession risk is a bigger risk for investors. “Inflation is going to be more persistent than history would suggest, and we believe the go forward requires […]

November 16, 2022 – CIO, Stuart Katz was featured in Financial Advisor Magazine discussing ‘What To Do With Clients’ Cash Now That Interest Rates Are Up.’ “I Bonds are government-backed [and] state- and local-income tax free,” says Katz. But “there are liquidity and maximum-investment-size considerations.” Read the full piece here: https://bit.ly/3AkJMK2

November 14, 2022 – Principal and Managing Director, Frank Corrado was highlighted in Financial Advisor Magazine to discuss “How To Take Advantage Of Higher Tax Brackets, Deductions.” “It would be better to take the income in 2023 to take advantage of the broader tax brackets,” Corrado said. […]

November 11, 2022 – Chief Economist and Managing Director, Jeanette Garretty appeared on Yahoo Finance discussing how “Consumer sentiment ‘doesn’t really track consumer spending,’ she said, “Consumer sentiment doesn’t really track consumer spending as much as you would think because what really drives it is income. And […]