News

June 30, 2022 – Chief Investment Officer, Stuart Katz was featured in Chief Investment Officer Magazine to discuss ‘Artwork, Anybody? The Case for Investing in Offbeat Alts.’ “The underlying theme here is investors want alpha in their assets that are non-correlated to conventional investment classes.” Read the […]

June 28, 2022 – Principal and Managing Director, Lauren Sigman was featured in Barron’s to discuss ‘Some Key Financial Planning Advice for LGBTQ+ People.’ “If you can’t get married, then have very good estate planning documents, which include financial and medical powers of attorney.” Read the full piece here: https://bit.ly/3nqAEwz

June 26, 2022 – Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg Daybreak Asia to discuss the latest economic news. “The impact on consumers and businesses is evolving. We’re just starting to see in the United States, the impact of past actions by the #Fed in the last few months on #housing markets. […]

June 22, 2022 Chief Economist and Managing Director, Jeanette Garretty appeared on TD Ameritrade Market on Close with host Oliver Renick. She commented, “There is a reasonable risk of a technical recession. Continued strength in employment is a factor to consider. Things are changing in the housing […]