By Karen McClintock, CFA October 31, 2022 The role of grandparents has long been to comfort, support, and even spoil their grandchildren. But in a time of rising costs, particularly for education and housing, many grandparents are finding new
Insights
How to Lose an NFL team
By Alicia Denton and Mallon FitzPatrick October 27, 2022 - The National Football League (NFL) is a ubiquitous part of American culture and an extremely profitable sport league. According to Statista, the 32 teams in the NFL generated revenue of
Patagonia’s Founder Executes Masterful Estate Plan
By Alicia Denton, CFP® and Mallon FitzPatrick, CFP® October 10, 2022 - You may have heard about Patagonia’s September giveaway…and we’re not referring to deep discounts on outdoor apparel! Yvon Chouinard, the founder of the company, recently
Delivering ‘Wealth Planning Alpha’
A holistic approach can help advisors demonstrate the tangible and intangible value of services to clients and prospects. By Mallon FitzPatrick As published in Rethinking65 October 4, 2022 - Alpha is a term typically reserved for investing,
Newman’s Own Lawsuit Underscores Pitfalls of Family Foundation Planning
Transparent communication now could mean fewer legal headaches in the future. By Alicia Denton, CFP® September 26, 2022 - A recent legal battle over the control of a prominent charitable organization exemplifies the need for proactive estate
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
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
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
2022 Mid-Year Outlook: Not Your Father’s Recession
By Chief Economist, Jeanette Garretty As published in Wealthmanagement.com August 22, 2022 - The US economy enters the second half of the year with more questions than answers. Foremost is the tension between extraordinarily robust job growth –
Smishing: What It Is and How to Protect Yourself
By Vikram Chugh, COO August 15, 2022 - Smishing is a form of phishing that uses short messages sent as text messages, or SMS, through smartphones and social media messaging to gain your personal information. Smishing has become popular with
