On January 11 we hosted a virtual event with Shannon Saccocia, CFA, CIMA, Chief Investment Officer – Private Wealth, in conversation with Jamie Iselin, Head of Municipal Fixed Income, and Greg Spiegel, Portfolio Manager, Small Cap, where they discussed their thoughts on potential headwinds and opportunities for portfolios.
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Trump Accounts: A Useful Addition to the Savings Toolbox
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Japan for the Long Haul
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CIO Notebook: Powell Faces Down Dissent as Transition Looms Large
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Mapping the Evergreens: Finding Direction in Private Markets Innovation
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Women and Philanthropy: Asserting Leadership in a New Era
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I Created a SLAT—Now What?
MUNICIPAL BASIS POINTS
Quality Opportunities on Sale
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Holly Newman Kroft Featured on CNBC’s Money Movers April 13, 2026
Accolades
Our Advisors Ranked in Forbes/SHOOK’s America’s Top Wealth Advisors & Top Wealth Advisors Best-In-State for 2026
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CIO Notebook: Payrolls Surprise as Fed Mulls Next Move
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Concerns Shift from Obsolescence to Oil
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The Kantor Group's Q1 2026 Podcast – Drawdowns, Disruption & the Case for Durable Growth
Accolades
Our Advisors Ranked in Barron’s Top 1,500 Financial Advisors for 2026
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