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.
INSIGHTS
CIO Notebook: July CPI Hits the Mark
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CIO Notebook: Softer Payrolls Ease the Pressure While Inflation Looms Large
MARKET COMMENTARY
Markets Wrestle With AI’s Next Phase
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CIO Notebook: Fed Holds Steady, Sets the Stage for a September Showdown
REPLAY
Neuberger Wealth Investment Outlook 3Q26
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Energy Beyond the Crisis: Seven Themes to Watch
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Private Credit: An Emerging Silver Lining
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Market Outlook: Rallying Through Resistance
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Political Outlook: If You Feel Exhausted Now…
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Clients Are Asking: The Estate and Gift Exemption, Charitable Contribution Limits and More
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Sustaining Effective Stewardship of Family Capital
MUNICIPAL BASIS POINTS
Smart Shopping: Focusing on Yield and Selection in a Mixed Environment
VIDEO
Holly Newman Kroft Featured on CNBC’s Squawk on the Street July 20, 2026
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