June 13, 2023 - Chief Investment Officer, Stuart Katz was featured in The Wall Street Journalto discuss ‘When Will Gas Prices Go Down? Don't expect cheap Covid-era gas prices to return any time soon.’ "A large share of retail gas prices is crude oil
Office New York - Deutsch
Due Diligence Report
June 7, 2023 - Chief Investment Officer, Stuart Katz was presented in Citywire Due Diligence Report to discuss ‘Betting On: Dividend Growth.’ “Political risks [both] domestic and abroad are also elevated,’ Katz says. ‘As a result, we intentionally
HSAs Offer Untapped Retirement Benefits For Wealthy, Advisors Say
June 5, 2023 - Head of Wealth Planning, Mallon FitzPatrick was featured in Financial Advisor Magazine to discuss ‘HSAs Offer Untapped Retirement Benefits For Wealthy.’ “Contributing $7,500 today will allow the taxpayer to deduct this amount from
Dr. Copper’s weak performance suggests more economic woes ahead
June 1, 2023 - Chief Investment Officer, Stuart Katz was featured in MarketWatch to discuss ‘Dr. Copper’s weak performance suggests more economic woes ahead.’ Forecasts suggest "growing demand for copper from the power and construction sectors, and
Best Investments For A Debt Ceiling Deal
June 1, 2023 - Chief Investment Officer, Stuart Katz was featured in Forbes to discuss ‘Best Investments For A Debt Ceiling.’ Katz is urging clients to keep eyes peeled for small-cap investment opportunities. “During periods of higher inflation,
Can The Performance of Large-Cap Tech Hold up in the Longer-Term?
May 31, 2023 - Chief Investment Officer, Stuart Katz appears on Nasdaq TradeTalks discussing ‘Can The Performance of Large-Cap Tech Hold up in the Longer-Term?’ “All risk markets are priced relative to the risk-free rate of US treasuries, however,
The Cost of Raising a Child in America
By Mallon FitzPatrick and Alicia Denton May 30, 2023 - Less and less Americans are choosing to have children. The U.S. birth rate fell 13% from 2002 to 2019, according to a recent CDC national survey. One of the reasons more Americans are deciding
EPA Plan to Green Up US Power Plants ‘Not a Silver Bullet’
May 25 - 2023 Principal and Managing Director, Christopher Knapp was featured in ESG Clarity discussing “EPA plan to green up US power plants ‘not a silver bullet.’” “It is not a silver bullet for emissions reductions and is still far too expensive,
What to Do if You Are Laid Off: Tips From Pros on Everything From Budgeting to Finding Another Job
May 24, 2023 - Principal and Managing Director, Frank Corrado was featured in Barron’s discussing ‘What to Do if You Are Laid Off: Tips From Pros on Everything From Budgeting to Finding Another Job.’ “Assessing the quality of a client's job status is
3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Disability Insurance
May 23, 2023 - Head of Wealth Planning, Mallon FitzPatrick, joins Chief Marketing Officer, Louis Calabrese, to discuss disability insurance for high income earners. Disclosures Investment advisory services offered through Robertson Stephens
