How Withdrawal Rates Impact Your Portfolio in Retirement
August 26, 2025 – Many people spend years preparing for retirement by saving and investing, but planning shouldn’t stop once the paychecks do. Transitioning from earning income to withdrawing it from your portfolio is a major shift with a new set of risks and decisions. This period, known as the distribution phase, requires careful thought. […]
Five Charts for the Week That Was: August 22, 2025
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including inflation, the US consumer, the housing market, and job openings.
Five Charts for the Week That Was: August 8, 2025
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including the Fed Rate, GDP estimates, home sales, oil prices, and Chinese exports and imports.
Long-Term Care Planning: An Expert Guide to Protecting Your Independence and Wealth
As published in Kiplinger Planning for long-term care is crucial to protect your independence, family and financial stability against unexpected health events and rising care costs not covered by standard insurance. You’ve worked hard, saved wisely and planned for a fulfilling retirement. But what if the unexpected happens — early-onset Alzheimer’s or another serious health […]
FOMC Commentary – July 30, 2025
The Federal Open Market Committee (FOMC) Interest Rate Meeting concluded with a decision to leave the Fed Funds Target Range at 4.25%-4.5%. This decision was widely expected, as were the dissenting votes of Fed Governors Chris Waller and Michelle Bowman, both of whom voted for a quarter-point interest rate cut.
Why Mid-Wealth Families Need Estate Planning Now Under the OBBBA
As published in Rethinking65 This isn’t about yachts and private jets — it’s about preparing real families for often-overlooked risks and opportunities. The recent enactment of the One Big Beautiful Bill Act (OBBBA) on July 4 marks a pivotal moment in tax and estate planning. While our clients may perceive “estate planning” as reserved for […]
One Big Beautiful Bill Act and Its Impact Webinar
Chief Economist Jeanette Garretty and Head of Wealth Planning Mallon FitzPatrick break down the impact of the One Big Beautiful Bill Act (OBBBA) on your financial plan.
Five Charts for the Week That Was: July 25, 2025
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including the Fed Rate, GDP estimates, home sales, oil prices, and Chinese exports and imports.
2025 Mid-Year Outlook
Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz break down what happened in the first half of 2025 and provide their outlook for the remainder of the year.
Lessons from the ’90s: How AI Is Powering a New Investment Cycle
July 15, 2025 Technology spending is accelerating at the fastest pace in decades. Figure 1 shows investment in information processing equipment and software grew +14% year-over-year (YoY) in Q1 2025, the fastest pace since the late 1990s. During the dot-com era, investment in computers and software grew over +15% YoY before collapsing in the early […]
Five Charts for the Week That Was: July 11, 2025
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including the Fed Rate, GDP estimates, home sales, oil prices, and Chinese exports and imports.
5 Essential Financial Planning Moves for Your 50s: Retirement, Care, and Beyond
June 30, 2025 – Head of Wealth Planning Mallon FitzPatrick, CFP®, AEP®,CLU® was quoted in Investopedia discussing essential financial planning strategies for your 50s, including preparing for retirement and future care needs. “Planning for long-term care isn’t just an expense; it’s peace of mind for future challenges,” said FitzPatrick. Click here to read more.