On July 17, Shannon Saccocia, CFA, Chief Investment Officer - Wealth, hosted a conversation with Jamie Iselin, Senior Portfolio Manager and Head of Municipal Fixed Income, and David Morse, Global Co-Head of Private Equity Co-Investments, where they reviewed the major market and economic developments that have shaped 2025 and discussed strategic portfolio positioning for the remainder of the year. The panel touched on recent shifts in global fiscal and monetary policy, the latest on taxes and trade, heightened geopolitical tensions, and the opportunities in both private and public markets following a volatile second quarter.
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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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I Created a SLAT—Now What?
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Women and Philanthropy: Asserting Leadership in a New Era
MUNICIPAL BASIS POINTS
Quality Opportunities on Sale
VIDEO
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
INSIGHTS
CIO Notebook: Payrolls Surprise as Fed Mulls Next Move
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
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