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,
Office Seattle, WA
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
Swapping Assets Can Be Tax-Friendly Move For Some Trusts
May 22, 2023 - Principal and Managing Director, Frank Corrado was featured in Financial Advisor Magazine discussing ‘Swapping Assets Can Be Tax-Friendly Move For Some Trusts.’ “The grantor could swap cash or high-basis assets with the trust before
How saving for retirement has changed in 2023
May 17, 2023 - Managing Director, and Principal John Lau CPA,CFP was featured in SFGate discussing ‘How saving for retirement has changed in 2023.’ Lau says this 529-to-IRA conversion provision is helpful to parents and children alike. “That is
7 Strategies to Make Digital Marketing More Effective for Financial Advisors
May 17, 2023 - Chief Marketing Officer Lou Calabrese was featured in Financial Planning discussing ‘7 strategies to make digital marketing more effective for financial advisors.’ “This is your way of getting new businesses in the door other than the
Raj Bhattacharyya talks to Financial Planning about M&A
May 8, 2023 - Chief Executive Officer, Raj Bhattacharyya was featured in Financial Planning offering thoughts on the M&A landscape at a recent roundtable. “There's a tremendous benefit to clients of getting more resources. There's a tremendous
Planning for Retirement AFTER You Have a Plan
By Karen McClintock, CFA May 7, 2023 - We all know the peace of mind a solid financial plan provides. And we’ve all heard about the need to carry friendships and hobbies into retirement while keeping active. People should start focusing on
