Blog Reflections on our New Name from our Chairman and CEO October 29, 2019Howard Sontag, Chairman As the founder of a firm with my own name on the…
BlogEstate PlanningTax Planning Understanding New York’s Estate Tax “Cliff” – Updated October 2019 October 29, 2019It has been more than five years since some dramatic changes were made to New…
BlogFinancial Planning Year-End Planning Checklist October 24, 2019Before the holiday madness hits, spend a few minutes to focus on year-end planning. You'll…
In the NewsFinancial PlanningIn the NewsInvesting Managing Director Brion Collins quoted in Investor’s Business Daily article about Mutual Funds vs. ETFs November 7, 2019
Guides & WhitepapersImpact InvestingInvestingTrending Topics Impact Investing: Why it Matters for Investors November 11, 2019Impact Investing has continued to gain popularity with investors across the globe. In this whitepaper,…
Guides & WhitepapersFinancial PlanningHealthcare Everything You Always Wanted to Know About Medicare September 23, 2019Medicare: The Basics Medicare is the Federal health insurance program for people ages 65 and…
Guides & WhitepapersFinancial PlanningRetirement PlanningSocial Security Social Security Optimization – What You Should Know August 2, 2019It is no secret that many Americans are ill prepared for retirement (excluding our clients,…
Market CommentaryBehavioral FinanceInvesting 2019 3rd Quarter Commentary: “The Recession is Coming! The Recession is Coming! What is a Recession Anyway?” October 29, 2019Click here to view printable PDF version One of our least favorite things about investing…
Market CommentaryBehavioral FinanceInvesting 2019 2nd Quarter Commentary: “From Fear to FOMO” July 24, 2019Click here to view printable PDF version It was just over six months ago that…
Market CommentaryBehavioral FinanceInvesting 2019 1st Quarter Commentary: “When Hindsight Isn’t 20/20” April 12, 2019Click here to view printable PDF version “Before, You Are Wise; After, You Are Wise.…
VideoInvestingTrending Topics Fall 2019 Market Recap November 5, 2019In our Fall 2019 Market Recap, Deputy Chief Investment Officer Dmitriy Katsnelson and Chief Investment…
VideoInvestingTrending Topics Summer 2019 Market Recap October 29, 2019In our Summer 2019 Market Recap, Dmitriy Katsnelson and Michael Moriarty of our investments team…
VideoChartologyInvesting Chartology: August 2019 August 27, 2019In this month's edition of "Chartology", Deputy Chief Investment Officer Dmitriy Katsnelson provides context around…
