November 11, 2022 - Chief Economist and Managing Director, Jeanette Garretty appeared on Yahoo Finance discussing how “Consumer sentiment ‘doesn’t really track consumer spending,’ she said, “Consumer sentiment doesn't really track consumer spending
News
When Annuities Came To 401(k)s
November 2, 2022 - Principal and Managing Director, Rick Tasker was featured in Financial Advisor Magazine to discuss ‘When Annuities Came To 401(k)s.’ “Plan sponsors must follow guidelines and rules to qualify for the safe harbor,” says Tasker. He
Is Financial Advising an Art Or A Science?
November 2, 2022 - Principal and Managing Directors, Rick Polenske and Frank Corrado were featured in Financial Advisor Magazine discussing ‘Is Financial Advising an Art Or A Science?’ Read the full piece and what they both have to say on the matter
Are China Stocks Toxic Now? Wealth Management Pros Weigh In
November 2, 2022 - Chief Investment Officer, Stuart Katz was featured in Barron’s ‘Are China Stocks Toxic Now? Wealth Management Pros Weigh In.’ “Our assessment at this point is that China is a challenging environment to invest in, and if one were to
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
Mortgage Rates Are Soaring. Here’s What Financial Pros Are Telling Clients to Do.
October 11, 2022 - Principal and Managing Director, Lauren Sigman was featured in Barron's discussing ‘Mortgage Rates Are Soaring. Here’s What Financial Pros Are Telling Clients to Do.’ “Remember whatever you buy today, you can refinance later, if
Jeanette Garretty on US Jobs Reports
October 6, 2022 - Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg to discuss “US Jobs Reports.” “Earnings still look attractive and so as a result, I think when it comes down to it the strength of the dollar is
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
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
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
