This week the Investment Office expects the Federal Reserve to continue raising policy rates towards 4.0% pushing the U.S. economy towards a demand recession to bring inflation under control and potentially higher downside risks to markets. Our base
Investment Office Insights
Robertson Stephens Weekly Commentary – August 29, 2022
This week the Investment Office evaluates the equity and credit markets and their reactions to the Fed’s remarks last Friday. The Investment Office continues to watch for the possibility of a recession and how this new macro backdrop will impact
Understanding the Inflation Reduction Act from a Wealth Planning and Investment Perspective
By Mallon FitzPatrick, CFP®, Head of Wealth Planning, and Stuart Katz, Chief Investment Officer August 29, 2022 - After considerable back and forth between lawmakers and the White House, President Joe Biden signed the Inflation Reduction Act
The Nuts And Bolts Of The Inflation Reduction Act For Clients
August 23, 2022 - Chief Investment Officer, Stuart Katz, and Head of Wealth Planning, Mallon FitzPatrick were featured in Financial Advisor Magazine to discuss ‘The Nuts And Bolts Of The Inflation Reduction Act For Clients.’ Read the full piece here:
We’re Only Human – Navigating the Markets with Biases in Mind
By Chief Investment Officer, Stuart Katz As published in Wealthmanagement.com August 22, 2022 - From 1979 through 2019, the S&P 500 Index had an average annual return of 12%, prompting many investors to operate with that rate in mind for
2022 Mid Year Outlook Webinar
July 21, 2022 - With the 1st half of 2022 behind us, our Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz discuss their economic and market outlooks for the 2nd half of the year. Head of Wealth Planning Mallon FitzPatrick
Artwork, Anybody? The Case for Investing in Offbeat Alts
June 30, 2022 - Chief Investment Officer, Stuart Katz was featured in Chief Investment Officer Magazine to discuss ‘Artwork, Anybody? The Case for Investing in Offbeat Alts.’ “The underlying theme here is investors want alpha in their assets that are
Stuart Katz featured in Citywire
May 4, 2022 - Our Chief Investment Officer, Stuart Katz, was featured in Citywire's Due Diligence Report discussing "Investors Edge East for Opportunity." Stuart commented: “While the near-term issues are clear, we believe China’s ties to Russia have
Inflation & The Federal Reserve: Four Experts Weigh-In
April 18, 2022 - As Federal Reserve attempts to tame inflation, investors face a complex macro setup with unprecedented policy risks that may impact all asset classes. Gravity Exists spoke with four investment experts about these and other
What to Do About Today’s “Wall of Worry”
March 31, 2022 - Stuart Katz was interviewed by Think Advisor, discussing portfolio construction for the long-term, what advisors are most worried about, digital assets and alternative investment options, the recent growth at Robertson Stephens, and
