Principal and Managing Director, Mallon FitzPatrick was featured in Financial Advisor Magazine to discuss ‘Supreme Court Weighs Giving Green Light To Wealth Tax.’ “If the Supreme Court upholds the constitutionality of a tax on accumulated foreign
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Jeanette Garretty on Bloomberg Daybreak Australia
Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg Daybreak Australia to discuss her key takeaways from the US jobs data and outlook for the US economy. “The jobs report was a good jobs report,” says Garretty. “The wage
Jeanette Garretty on Yahoo! Finance
Chief Economist and Managing Director, Jeanette Garretty appeared on Yahoo! Finance to discuss holiday retail sales. “The Trends seen in recent consumer spending patterns and the data that may serve as a ‘check engine light’ in 2024,” says
Jeanette Garretty on Bloomberg Radio
Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg Daybreak Asia to discuss the US economic outlook. “I think it's a point that we have long wanted to be at a point of actually greater certainty about what the outlook is
What Better Bond Yields Mean for the 4% Retirement Withdrawal Rule
December 13, 2023 - Principal and Managing Director, Mallon FitzPatrick, CFP®, CLU® was featured in Barron's to discuss ‘What Better Bond Yields Mean for the 4% Retirement Withdrawal Rule.’ “The 4% rule answers a specific question, which is how much
FOMC Commentary – December 13, 2023
By Chief Economist, Jeanette Garretty The FOMC statement released today confirmed the intention to keep interest rates unchanged—and, somewhat surprisingly—provided subtle, important support for the current discussion in financial markets about
Here’s Why Financial Advisors Loved Charlie Munger
December 7, 2023 - Chief Investment Officer, Stuart Katz was featured in Barron’s ‘Here’s Why Financial Advisors Loved Charlie Munger.’ “I think many of us who are passionate about investing and markets will remember Charlie Munger for his
Retirement Plans for Highly Compensated Individuals
By Victoria Jung, CFP® December 1, 2023 - Retiring comfortably requires careful planning and preparation. Making the most of your post-work years is an exercise in flexibility and deliberation that begins long before you start to settle down and
Chris Knapp on Financial Planning Podcast
December 1, 2023 - Principal and Managing Director, Christopher L. Knapp appeared on Financial Planning podcast to discuss ‘How to have more impactful ESG conversations with clients.’ "If you go into a room of people and start talking about going
Jeanette Garretty on Bloomberg Radio
November 27, 2023 - Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg Daybreak Asia to discuss U.S. eco data/preview Fed. “I just want to highlight, I think it's going to be an interesting meeting and I think there's
