By Jeanette Garretty, Chief Economist April 17, 2023 - In the same way that the arrival of Spring is heralded by a myriad of initially almost imperceptible changes – the arrival of robins, the emergence of leaf buds, the disappearance of nearly
Insights
Wealth Transfer: The Clock is Ticking
As published in Rethinking65 By Mallon FitzPatrick and Alicia Denton March 30, 2023 - Now may be one of the best opportunities to transfer a significant amount of wealth to future generations. The present market and legislative landscape have
3 Questions with Robertson Stephens featuring Jeanette Garretty
March 23, 2023 - Chief Economist, Jeanette Garretty, joins Chief Marketing Officer, Louis Calabrese, to discuss the recent FOMC meeting and the economic effects of the Silicon Valley Bank collapse. Disclosures Investment advisory services
Have an overfunded 529? New laws can help
By Vicky Jung, CFP® and Mallon FitzPatrick, CFP® March 22, 2023 - A provision within the recently enacted Secure Act 2.0 may benefit those with an overfunded 529 and provide a new estate planning opportunity. The penalties are high if the funds
Reflections on Banking
By Jeanette Garretty, Chief Economist March 15, 2023 - My career in finance is almost exactly coincident with the deregulation of the banking industry. The Deregulation and Monetary Control Act of 1980 allowed depository institutions a freer hand
Money Market Funds
By CIO, Stuart Katz March 13, 2023 - During the April 2020 COVID market meltdown, there was an increasing number of questions regarding money market funds. It seems we are “back to the future.” Below is the Investment Office’s summary of several
Catalysts, Consequences, Contagion (Triple CCC)
By Stuart Katz, CIO March 10, 2023 What Yesterday, bank stocks declined, triggered partly by an item on the list of SEC disclosures by SVB Financial (stock declined 63%), owner of Silicon Valley bank (the 16th largest bank in the US with
How much ‘Cash’ do you need in 2023?
By Mallon FitzPatrick, CFP February 28, 2023 - The onset of the new year brings new trends and, with them, questions. More and more clients have asked, 'how much should I hold in cash?'. Given 2022's market turbulence and that forecasts of
Managing Your Online Presence Before You Pass Away
By Karen McClintock, CFA February 22, 2023 - Just as you set up a living trust, it’s a good idea to set up your online accounts so that someone else can access them after you’ve passed away. It’s no fun to think about a day when we’re no
Expiring and Pending Tax Legislation
February 21, 2023 - Below you'll find a recap of expiring and pending tax legislation.
