January 25, 2024 - Chief Economist Jeanette Garretty hosted Chief Investment Officer Stuart Katz and Head of Wealth Planning Mallon FitzPatrick as they discussed the end of 2023 and their outlook for 2024. Disclosures Investment advisory
Office Burlingame, CA
Q4 2023 Economic Commentary
By Jeanette Garretty, Chief Economist The fourth and final quarter of 2023 saw a resolution of a number of important questions: Would inflation decelerate as hoped? Would the US economy falter? Would the Federal Reserve ever stop raising interest
Wealth-Planning Moves for 2024
As published in Rethinking65 Tax Cut and Jobs Act (TCJA) provisions are set to expire in less than two years. Making changes to position clients may take a lot of time. By Mallon FitzPatrick and Alicia Denton January 26, 2024 - Last year
Mallon FitzPatrick on FA Magazine
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
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
AI Enthusiasm and Rate Cut Expectations Power Stocks Higher in 2023
By John Lau January 2, 2024 - What a difference a year makes. At this time last year, the S&P 500 had just logged its worst annual performance since the financial crisis, the Fed was in the midst of the most aggressive rate hike campaign in
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
