We’re Only Human – Navigating the Markets with Biases in Mind
By Chief Investment Officer, Stuart Katz As published in Wealthmanagement.com August 22, 2022 – From 1979 through 2019, the S&P 500 Index had an average annual return of 12%, prompting many investors to operate with that rate in mind for any given year. However, looking closer, the Index only returned between 9% and 12% three […]
2022 Mid Year Outlook Webinar
July 21, 2022 – With the 1st half of 2022 behind us, our Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz discuss their economic and market outlooks for the 2nd half of the year. Head of Wealth Planning Mallon FitzPatrick will also share financial planning advice to keep in mind for the remainder […]
Artwork, Anybody? The Case for Investing in Offbeat Alts
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 full piece here: https://bit.ly/3nqSuPQ
Stuart Katz featured in Citywire
May 4, 2022 – Our Chief Investment Officer, Stuart Katz, was featured in Citywire’s Due Diligence Report discussing “Investors Edge East for Opportunity.” Stuart commented: “While the near-term issues are clear, we believe China’s ties to Russia have created a new concern that requires more compensation for holding its securities.” Read the full article here: […]
Inflation & The Federal Reserve: Four Experts Weigh-In
April 18, 2022 – As Federal Reserve attempts to tame inflation, investors face a complex macro setup with unprecedented policy risks that may impact all asset classes. Gravity Exists spoke with four investment experts about these and other challenges that allocators will be forced to navigate in the coming quarters: Robertson Stephens CIO Stuart Katz, RBC […]
What to Do About Today’s “Wall of Worry”
March 31, 2022 – Stuart Katz was interviewed by Think Advisor, discussing portfolio construction for the long-term, what advisors are most worried about, digital assets and alternative investment options, the recent growth at Robertson Stephens, and the benefits of having a financial plan. https://bit.ly/3DqDLLS
The Russian Bear Hugs Markets
By Stuart Katz, Chief Investment Officer March 15, 2022 – First, we want to recognize that any discussion of investments pales in comparison to the beyond tragic devastation and loss of Ukrainian life. Since the Russian invasion of Ukraine on February 24th, the investment backdrop has changed considerably, with an escalation in geopolitical tensions putting […]
Biden’s Digital Asset Order Could Bring Clarity on Crypto for Advisors
March 14, 2022 – Stuart Katz was featured in Barron’s Advisor News piece about Biden’s Executive Order on digital assets saying, “All of this is an encouraging step forward for the consideration of digital currencies as a protentional asset class in diversified investment portfolios.” Read the full piece here: https://bit.ly/3taP8Es
S&P 500 Index and Geopolitical Events
Given the alarming developments in Ukraine, we want to offer some perspective on how geopolitical events have historically impacted the S&P 500 Index. What history tells us is that stocks usually take geopolitical events in stride.
Investment Office Commentary regarding Recent Ukraine-Russia Events
By Stuart Katz, Chief Investment Officer February 24, 2022 – Global equity markets continue to be influenced by two primary macro factors of rising geopolitical risk and changing central bank policies. Investors have been trying to answer two key questions which are intertwined with each other. In the last 24 hours, Russia provided the markets certainty […]
2022 Economic and Investment Outlook Webinar
January 20, 2022 – The beginning of 2022 conjures memories of Yogi Berra’s quote “It’s déjà vu all over again” in several respects, such as rising Covid counts, rising interest rate expectations, and persistent dysfunction in Washington D.C. Our Chief Economist, Jeanette Garretty and Chief Investment Officer, Stuart Katz, discuss their economic and investment outlooks […]
Digital Assets Demand ‘Pick-and-Shovel’ Investment Approach
As published on Wealthmanagement.com, by CIO, Stuart Katz December 31, 2021 – We have witnessed bitcoin’s historic trajectory, emerging from cryptographic obscurity to spawn a generation of newly-minted millionaires with shattering highs in little over a decade. But investors looking to gain from bitcoin’s success and the ensuing explosion of cryptocurrency trading should not make […]