By CIO, Stuart Katz March 13, 2023 - During the April 2020 COVID market meltdown, there was an increasing number of questions regarding money market funds. It seems we are “back to the future.” Below is the Investment Office’s summary of several
Office New York - Deutsch
Catalysts, Consequences, Contagion (Triple CCC)
By Stuart Katz, CIO March 10, 2023 What Yesterday, bank stocks declined, triggered partly by an item on the list of SEC disclosures by SVB Financial (stock declined 63%), owner of Silicon Valley bank (the 16th largest bank in the US with
Financial Planning For Couples Who Totally Disagree
March 1, 2023 - Principal and Managing Director, Rick Polenske was featured in Financial Advisor Magazine discussing ‘Financial Planning For Couples Who Totally Disagree.’ Polenske shares, “They will have to go home and iron out the differences, but
How much ‘Cash’ do you need in 2023?
By Mallon FitzPatrick, CFP February 28, 2023 - The onset of the new year brings new trends and, with them, questions. More and more clients have asked, 'how much should I hold in cash?'. Given 2022's market turbulence and that forecasts of
Managing Your Online Presence Before You Pass Away
By Karen McClintock, CFA February 22, 2023 - Just as you set up a living trust, it’s a good idea to set up your online accounts so that someone else can access them after you’ve passed away. It’s no fun to think about a day when we’re no
Expiring and Pending Tax Legislation
February 21, 2023 - Below you'll find a recap of expiring and pending tax legislation.
Money Life with Chuck Jaffe feat. Jeanette Garretty
February 8, 2023 - Chief Economist and Managing Director, Jeanette Garretty appeared on Money Life to discuss the current economic outlook including ‘The odds of a soft-landing keep increasing.’ “A soft landing is certainly not going to feel like
How to Help Your Clients Avoid An IRS Audit
February 7, 2023 - Head of Wealth Planning, Mallon FitzPatrick spoke with Jeff Stimpson from FA Magazine on a recent piece discussing ‘How to Help Your Clients Avoid An IRS Audit.’ “Audits on ultra- and high-net-worth clients are likely to increase,
Why Tax Refunds May Be Smaller in 2023
January 31, 2023 - Principal and Managing Director, Frank J. Corrado was featured in U.S. News & World Report to discuss ‘Why Tax Refunds May Be Smaller in 2023.’ Extra money might have an unwelcome side effect: “More Social Security income might
2023 Outlook Webinar
January 26, 2023 - Chief Economist, Jeanette Garretty, hosts Chief Investment Officer, Stuart Katz, and Head of Wealth Planning, Mallon FitzPatrick as they share their 2023 outlook. Disclosures Investment advisory services offered through
