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
Charitable Fundraising: Moving Beyond Cash
INSIGHTS
The ‘Disruptive Ds’ Powering Commodities Markets
INSIGHTS
Expanding Horizons in Fixed Income
INSIGHTS
Year-End Planning: Key Considerations for 2025 and Beyond
INSIGHTS
Naming a Fiduciary: A Practitioner’s Perspective
MUNICIPAL BASIS POINTS
Under the Microscope
VIDEO
The Kantor Group | Q3 Video Podcast
MARKET COMMENTARY
A Storied September
INSIGHTS
CIO Notebook: U.S. Government Shutdown Not Enough to Derail Momentum
INSIGHTS
CIO Notebook: Fed Makes a Move, Adds Fuel for Future Cuts
VIDEO
Holly Newman Kroft Featured on CNBC’s Money Movers September 16
INSIGHTS
CIO Notebook: August Core CPI As Expected but Claims Steal the Spotlight
MARKET COMMENTARY
The Life of a Fed Chair
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