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Q1 2021 commentary

2021 1st Quarter Commentary: “Modern is the Setting, Not the Theory”

In this letter: A discussion of Modern Monetary Theory. While interest rates are back up, the rebound in risk-assets continues ...

fixed income investing rising rate

Fixed Income Investing in a Rising Rate Environment

Expected future returns for the prototypical equity/fixed income portfolio have been coming down for the last few years as valuations ...

2021 tax law proposals

The Shape of Things to Come: 2021 Tax Law Proposals

Although I am writing this in early April, I promise you, this is no April Fools’ Day joke. There are ...

womens history

Why Do We Need A Women’s History Month?

For many young girls today, this may be a valid question. But for many of us, we grew up with ...

gamestop

Trading vs. Investing: What We Can Learn from the GameStop Saga

I was recently quoted in an article for Long Island Newsday, and mentioned that there are big differences between investing ...

market recap

Winter 2021 Market Recap

As 2020 has finally come to an end, our Investment Team shares their insights on the year’s investment trends and ...

Paycheck Protection Program (PPP) and Employee Retention Credit (ERC) Updates

There has been an almost constant buzz over the past few weeks concerning various stimulus packages and potential tax code ...