By Karen McClintock, CFA August 8, 2022 #1 - Keeping Things in Perspective 2022 has been a uniquely volatile year - stocks and bonds are both down for only the second time in current history. I want to share some historical content about
Insights
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
Wealth Planning Doesn’t Require Rules of Thumb
By Mallon FitzPatrick, CFP® July 29, 2022 - Generally speaking, rules of thumb exist to simplify life. There’s no sense in trying to reinvent the wheel after someone already went through the process of trial and error that spawned the rule in the
Hierarchy of Tax Deferral Strategies
By Mallon FitzPatrick, CFP As published in Rethinking65 June 30, 2022 - You cannot control market behavior, but you do hold sway over how you manage taxes, which reduce investment returns on portfolios and are often compounded by state taxes.
Managing Financial Conflict in Divorce
By Pam Friedman, CFP®, CDFA® June 28, 2022 - Managing conflict is more important than resolution in divorce. We don’t resolve conflict at first; we handle it with a mix of vulnerability and wisdom with the goal of resolution. Furthermore, in
Rental Properties and Aging
By Mallon FitzPatrick, CFP Seasoned investors who are approaching advanced years may hold significant rental real estate assets as part of their investment portfolio. Given the stock market’s recent volatility, their strategy can make sense, as
Now What?
By Jeanette Garretty, Chief Economist April 29, 2022 - First Quarter US GDP growth has landed with a resounding thud. Yes, consumer spending and business investment grew strongly, preventing the GDP growth number from being far worse than -1.4%.
Converting to a ROTH? You May Want to Think Twice
By Mallon FitzPatrick, CFP April 27, 2022 - If clients know one thing about the difference between a traditional individual retirement account (IRA) and a Roth IRA, it’s typically that the former enables “tax-deferred” contributions while the
P&C rates have soared: Here’s what you need to know
By Mallon FitzPatrick, CFP March 30, 2022 - Property and casualty (P&C) policies in high-risk areas popular among wealthy property owners have become unusually expensive and increasingly hard to get. That’s because a spike in major loss events
2022 Wealth Tech Trends and Opportunities
March 24, 2022 - Prior to the pandemic, the wealth management industry faced many challenges arising from the digital disruption and shifting competitive dynamics. The pandemic has helped accelerate the adoption of technology to combat these
