Fed Has Never Stopped Hiking Before Interest Rates Surpassed CPI
October 19, 2022 – Chief Investment Officer, Stuart Katz appeared on TD Ameritrade to discuss how the ‘Fed Has Never Stopped Hiking Before Interest Rates Surpassed CPI.’ “Look we believe in error of low inflation, low interest rates in support of fiscal and monetary policies in the rearview mirror. So let’s not drive that way […]
How Wealth Managers Approach Thematic Investing
October 4, 2022 – Chief Investment Officer, Stuart Katz was featured in Family Wealth Report discussing ‘How Wealth Managers Approach Thematic Investing.’ “The general partner has the structural flexibility to deploy capital in a disciplined way, add operational value [through] a control investor and thoughtfully decide to monetize the investments over time.” Read the full […]
As Fed battles inflation, fixed-income investing regains popularity, purpose
October 3, 2022 – Chief Investment Officer, Stuart Katz was featured in InvestmentNews discussing ‘As Fed battles inflation, fixed-income investing regains popularity, purpose.’ “Historically, once inflation goes above 5%, it’s never come down until the Fed funds rate has risen above CPI,” Katz said, “We think the inflation journey from 8% to 5% will be much easier than from […]
Fixed income now: How to manage rising rates and increased risk
September 29, 2022 – CIO, Stuart Katz, joined Jeff Benjamin from InvestmentNews in discussing the fixed income markets and how one can manage rising rates as well as increased risk. Webcast summary: The Federal Reserve has changed the interest rate landscape. Yields are on the rise, along with the risks. How should advisers guide clients […]
Private Equity, the Hot Asset Class for Allocators, Faces Headwinds
September 22, 2022 – Chief Investment Officer, Stuart Katz, was featured in Chief Investment Officer Magazine to discuss ‘Private Equity, the Hot Asset Class for Allocators, Faces Headwinds.’ “It seems prudent on the 2022 vintage year,” Katz said, “But historically, that doesn’t make much sense. The heart can interfere with the head.” Read the full […]
As Fed battles inflation, financial advisors brace for recession fallout
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 a bear market,” Katz said, “Investing carries the […]
Tug Of War Between Top-Down Rates and Bottom Up Fundamentals: Rates Are Winning…
By Stuart Katz, Chief Investment Officer September 14, 2022 – Despite the recently reported strong earnings season, the rally from the June lows led to P/E multiple expansion. The key mantra for this cycle has been: “As the two-year yield goes, so go valuation multiples.” The 2 year US Treasury rate of 3.75% is at a […]
Understanding the Inflation Reduction Act from a Wealth Planning and Investment Perspective
By Mallon FitzPatrick, CFP®, Head of Wealth Planning, and Stuart Katz, Chief Investment Officer August 29, 2022 – After considerable back and forth between lawmakers and the White House, President Joe Biden signed the Inflation Reduction Act (IRA) into law on Tuesday, August 16, 2022. The approximately $485 billion spending bill is offset by a forecasted […]
The Nuts And Bolts Of The Inflation Reduction Act For Clients
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
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