Charles Kantor, Senior Portfolio Manager, Marc Regenbaum, Portfolio Manager, and Frank Bisk, Senior Research Analyst, provided their team’s first quarter review in their inaugural quarterly roundtable discussion. During this session, the team discussed the first quarter's market performance, the Federal Reserve's policies, and the possible second-order effects of both the impending presidential election and the capital investment necessary to support the growth in Artificial Intelligence.
Accolades
Our Teams Ranked in Barron’s 2024 “Top 250 Private Wealth Management Teams”
Accolades
Our Advisors Ranked in Barron’s “Top 100 Financial Advisors” for 2024
MARKET COMMENTARY
Digesting the Data as Inflation Reshapes Dynamics
INSIGHTS
CIO Notebook: April Payrolls Supportive of Soft Landing Narrative
INSIGHTS
CIO Notebook: Fed Cautious as Economic Data Points to Patience
INSIGHTS
Time to Make Your Money Move
INSIGHTS
Private Credit Is Gaining Steam
INSIGHTS
Trust Planning: Crossing the Generational Frontier
INSIGHTS
U.S. Election: Age, Cash and Conflict
REPLAY
Private Wealth Investment Outlook 2Q24
MUNICIPAL BASIS POINTS
Tailwinds for Municipal Investors
VIDEO
Holly Newman Kroft on CNBC Discussing Current Geopolitical Risks
VIDEO
Sam Petrucci Featured on CNBC’s “Last Call”
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