On April 17, Shannon Saccocia, CFA, Chief Investment Officer - Wealth, hosted a conversation with Jamie Iselin, Senior Portfolio Manager and Head of Municipal Fixed Income, and Elias Cohen, Head of the International Equity Team, where they reflected on the key developments of 2025 so far and discussed strategic portfolio positioning as we approach the second half of the year. The panelists touched on global fiscal and monetary policy changes, tariffs, equity volatility and inflation as they articulated our views on risks and opportunities in the markets for the remainder of the year.
MARKET COMMENTARY
Concerns Shift from Obsolescence to Oil
VIDEO
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
INSIGHTS
CIO Notebook: Fed Holds Steady as Inflation Fears Grow
INSIGHTS
CIO Notebook: Investors Look Past February CPI as Energy Prices Skyrocket
VIDEO
Holly Newman Kroft Featured on CNBC’s Money Movers March 9
INSIGHTS
CIO Notebook: Stagflation Concerns Mount as Oil Prices and Unemployment Rise
MARKET COMMENTARY
Sentiment Sours on AI Substitution
INSIGHTS
Stephanie Luedke featured in Crain Currency: “Why surviving spouses are redefining the future of wealth advice”
INSIGHTS
CIO Notebook: Conflict in the Middle East Expands as U.S. Launches Operation Epic Fury
Accolades
Forbes | SHOOK 2026 Top Women Wealth Advisors
INSIGHTS
CIO Notebook: January CPI In Line as Investors Focus on AI
VIDEO
Holly Newman Kroft Featured on CNBC’s Money Movers February 10th
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