The How and Why of Alternative Investments
As an advisor, you’ve likely experienced an uptick in interest among clients seeking exposure to alternative investments (e.g., private equity, venture capital, direct lending, hedge funds, and real estate), and
Our Investment Office – A View on Alternatives
We sat down with Stuart Katz, our Chief Investment Officer, and one of our top Wealth Managers to discuss what our Investment Office brings to the table and how our
Understanding the Difference Between Soft and Hard Economic Data
Soft and hard economic data are back in the news as trade policy changes. Soft data, such as surveys, measures sentiment, expectations, intentions, and how respondents feel about the economy.
Alternative Investments Series, Part 3: How to Educate Clients on Alts
Glossary of Private Equity Terms Structure of a Private Equity Fund Private equity funds are generally structured as Limited Partnerships. Private Equity Fund Timeline The life of typical private equity Alternative Investments Series, Part 2: How to Evaluate Alts for Clients
Key Considerations When Employing Alternatives Investments should be assembled understanding how they can work together in a portfolio Alternatives Investment Rationale Alternative investments can alter the return, diversification and volatility Alternative Investments Series, Part 1: How to Discuss Alts with Clients
Alternative Strategies serve Three Key Purposes Alternative investments should be assembled understanding how they can work together with a traditional portfolio. Defining the Alternatives Landscape Various strategies and structures exist ‘Sell in May and go away’? Wealth advisors say, maybe not
Chief Investment Officer Stuart Katz was featured in InvestmentNews discussing the seasonal investing adage, “Sell in May and go away.” “While seasonality can influence sentiment, long-term fundamentals are what ultimately US stocks nosedive as Trump harangues Powell
Chief Investment Officer Stuart Katz was quoted in Reuters discussing market volatility following President Trump’s comments about Fed Chair Powell. “President Trump’s threat to fire Fed Chair Powell adds a Investment Office Quick Thoughts: April 3, 2025
What Happened? We finally received the details on the scope of the Trump Administration Tariffs, and it’s beyond market consensus. Risk markets currently do not like the announcement, with stock futures