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 Understanding the Current Market Selloff
By Stuart Katz, Chief Investment Officer Recap of Year-to-Date Market Performance Stocks started 2025 trading higher but have since pulled back. The S&P 500 has declined more than -8% from 2025 Rate Cut Outlook: The Fed on Hold – What Will Investors Focus On?
By the Robertson Stephens Investment Office In recent years, the Federal Reserve carried out one of the fastest rate-hiking campaigns in history to bring inflation down from a multi-decade high. Five Near Term Market Themes to Watch
By Stuart Katz, Chief Investment Officer Last week’s inauguration activities in Washington mark Donald Trump’s return to the White House. As the second Trump administration starts, the market is looking Recent Thoughts on the Fed Rate Cut
September 30, 2024 – Chief Investment Officer Stuart Katz and Chief Economist Jeanette Garretty discuss their thoughts on the most recent Fed rate cut. https://vimeo.com/1013625453/f6e0467a54 Disclosures Investment advisory services offered