- Is a Family CFO the Right Solution for Your Complex Wealth Management Needs?
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written on December 01, 2011
by Frank Fantozzi
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Investment Management
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Do you find that you never seem to have all of the information and advice you want, when you want it? Is your financial information in multiple locations and never easily accessible to you?
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- Is it Time to Sell? Knowing when to get rid of a security requires strategy
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written on October 28, 2011
by Frank Fantozzi
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Investment Management
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Selling is essentially a negative decision — in a sense, it’s turning our backs on an investment we formerly liked. So if an investment is doing well, the tendency is to want to stick with it to see if it does even better.
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- The 2012 Election Could Bear Heavily for Investors
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written on October 13, 2011
by Frank Fantozzi
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Investment Management
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Early in September, seeking to avoid a government shutdown, the House Appropriations Committee introduced a continuing resolution (CR) for fiscal year 2012. It begins on October 1st, 2011 and would fund government agencies through November 18th, 2011.
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- 2011 Mid-Year Economic Outlook A Mix of Clouds and Sun: On Track
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written on July 13, 2011
by Frank Fantozzi
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Investment Management
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In the first half of 2011, the investing climate has been favorable — producing modest single-digit gains for the major asset classes. Two years after the green shoots of economic growth were first evident in mid-2009, they have blossomed and taken root.
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- Are We in a Stock Market Pullback?
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written on June 22, 2011
by Frank Fantozzi
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Investment Management
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The attraction of a summer day at the ballpark endures, but it is no longer the most common topic of conversation during these early days of summer. Instead, the six week decline in the U.S. stock market seems to be the topic on everyone's lips.
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- Fight or Flight... Should I Stay in the Market or Run and Hide?
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written on March 15, 2011
by Frank Fantozzi
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Investment Management
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As history attests, the reason man still exists today is due to our great survival skills. There is a part of our brain that tells us when to fight and when to run.
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- Keep Emotions in Check When Making Investment Decisions
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written on March 04, 2011
by Frank Fantozzi
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Investment Management
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The recession and the continuing sluggish economy have pushed investors’ emotions to the extreme. Deciding what to do with your investments during tough times can be difficult, and emotions sometimes get in the way of making sound choices.
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- 2011 Economic Outlook- A Mix of Clouds and Sun
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written on January 12, 2011
by Frank Fantozzi
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Investment Management
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Neither the bulls nor bears are expected to take a significant lead in the New Year as we expect the economy and the markets will be range-bound throughout 2011. Bound by economic and fiscal forces that will restrain and not reverse growth, we believe the markets will provide modest single-digit rates of return.
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- Politics and Taxes
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written on October 16, 2009
by Frank Fantozzi
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Investment Management
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Gain insight on where the government and economy may be heading so you can better plan for your financial well being.
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- Market Update July 2 2009
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written on July 16, 2009
by Frank Fantozzi
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Investment Management
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We are now waiting for the quarterly earnings reports and that has left markets free to fret about all sorts of things - economic reports, government policy announcements and actions, bankruptcy filings, various scandals, etc., etc. Right now it appears that we are "climbing the wall of worry".
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- Private Foundations and Donor Advised FundsThey are not just for the rich and famous
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written on January 12, 2009
by Frank Fantozzi
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Investment Management
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You may think that private foundations are only for families like the Rockefellers, Fords and Gateses - those who contribute millions of dollars to charity. But private foundations can be an effective strategy for creating a family legacy of giving. In fact, there is no official minimum and you may be able to effectively establish a foundation with an initial contribution as low as $250,000.
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- Planned Financial Services Market Update 12222008
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written on December 22, 2008
by Frank Fantozzi
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Investment Management
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The economy is now officially in a recession, and will continue to produce dismal statistics for some time. We were done in by the combination of oil prices that went way too high last spring and summer and by some absolutely irresponsible risk taking on Wall Street. That said, there are some lights at the end of this dark tunnel.
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- Market Update 1212008
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written on December 04, 2008
by Frank Fantozzi
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Investment Management
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While we think the economy will continue to produce ugly statistics in the months ahead, some things do appear to be getting better for financial markets over the last few days. Importantly, President-elect Obama has been putting his team of advisors and Cabinet officers together, and we think he has made good choices of seasoned people. He has designated the current head of the New York Federal Reserve, Timothy Geithner, as his Secretary of the Treasury.
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