April 21, 2021 During our Investing in ESG webinar, our CEO, Raj Bhattacharyya sat down with Chief Investment Officer, Stuart Katz, and Head of ESG and Impact Investing, Christopher Knapp, to discuss our philosophy, approach to ESG and how we
Insights
Real Estate ‘Redefined’ – Spotting Opportunity in a Changing Landscape
By Stuart Katz, Chief Investment Officer, April 27, 2021 As investors veer from traditional stock and bond portfolio allocations in search of income, one alternative shows signs of penetrating new sectors, generating opportunities in the
Entropy and Safeguarding Wealth
By Michael Tierney, April 16, 2021 “…I required a great deal of boldness and a great deal of caution to make a great fortune; and when you have got it, it requires ten times as much wit to keep
Answering an Age-Old Investor Question: Do I Live in the Wrong State?
By Mallon FitzPatrick, April 9, 2021 One of the perennial worries that seem to nag at investors is whether they are hemorrhaging money by living in the wrong state. Some believe, rightly or wrongly, that the tax structures of their home state cost
Is Bitcoin the “Team Player” Your Portfolio Needs?
By Stuart Katz, March 29, 2021 With Bitcoin recently reaching record highs—in excess of $60,000 according to Bloomberg—investors may be conflicted over whether this more than $1 trillion market1 is too enticing to ignore or too volatile to
An Economic Forecast for 2021 (No M.D. Required)
by Jeanette Garretty, March 15, 2021 It is close to impossible to find an economic forecast these days that does not begin and end with a discussion of the medical research around the coronavirus, COVID-19 vaccines, virus variants and population
A Look at the Economy Post-Pandemic
by Jeanette Garretty, March 11, 2021 What will the economy look like in a post-pandemic world? Will it look like it did pre-pandemic? Good question. Some parts of the US economy will look very different post-pandemic, but they won’t feel that
Executive Compensation Series: Other Types of Compensation
March 5, 2021 - Frankie Corrado discusses other types of compensation plans like non-qualified deferred compensation and employee stock purchase plans and financial planning considerations to keep in mind. Disclosures Financial
How COVID Has Redefined How We Use Technology: An Evolution in Three Acts
By Vikram Chugh March 5, 2021 - When the pandemic hit early in 2020, it seemed everything in our lives was turned upside down overnight. No aspect of our professional lives was more impacted – and, frankly, suddenly more indispensable – than
Letting Go of Assets is Hard—Paying Millions More in Taxes, Even Harder
By Mallon FitzPatrick, CFP® March 3, 2021 - Giving up control is hard. As financial planners, we hear it in clients’ voices and see it on their faces: parting with money that took a lifetime to acquire can feel like a wrenching, identity-erasing
