Innovation in the Time of COVID-19

Innovation in the Time of COVID-19

This article from CNBC.com highlights the innovation at work as technological solutions to help many aspects of the pandemic are quickly coming to market and having important real-time impact. From using artificial intelligence to track the spread of the virus to...

read more
Some Things Don’t Change – Scammers and COVID-19

Some Things Don’t Change – Scammers and COVID-19

In times of uncertainty, there’s a comfort to the familiar and expected.  The smell of coffee in the morning, your favorite shirt or pair of pants, the view out your window.  Unfortunately, the familiar scammers trying to take advantage of current events is continuing...

read more
First Quarter 2020 Market Overview

First Quarter 2020 Market Overview

The beginning of the year feels like so long ago that it may be hard to remember investors entered January with a sense of optimism. The US and China had made real progress in resolving trade disputes and many hoped that we had seen an end to “headline-driven” market...

read more
A Brief Update on the Markets

A Brief Update on the Markets

This has been an eventful week. We had big new developments from the government, including the Fed's announcement this morning of a multi-trillion dollar buying program to support fixed income markets. The latest projections on the spread of the virus have improved...

read more
The CARES Act **Updated**

The CARES Act **Updated**

Listen to a related podcast featuring Karl Schwartz here as he talks about the SECURE and CARES Acts.   The recently-passed $2.2 trillion CARES Act is packed with provisions aimed at providing much-needed relief to individuals and small businesses who have been...

read more
Two Crises and Long-Term Changes

Two Crises and Long-Term Changes

Our friend Mohamed El-Erian¹ has been writing, tweeting and appearing on business shows at a record pace lately, for obvious reasons.  As our readers know, we have followed him since his days running the PIMCO Emerging Markets Bond Fund in the 1990s.  Without...

read more
Wellness Tips for a Stressful Time

Wellness Tips for a Stressful Time

During this volatile time in the markets, I found this message, sent to patients at Stanford to be really helpful.  It also has some practical ideas. Stay healthy and I hope you find this useful. Clari Mindfulness Platforms like Calm and Headspace have made content...

read more
The End of the Beginning?

The End of the Beginning?

This Coronavirus crisis has been compared to war, and rightfully so.  Our people are under attack, and how well we fight may in large measure determine how long it takes to achieve victory and how many casualties we will suffer.  We had some important developments in...

read more
We Have a Deal…Now What?

We Have a Deal…Now What?

As we face the most brutal phases of the COVID-19 outbreak in New York and throughout the country, we are concerned for your health, safety and how you are coping with the situation.   Of course, we are fully engaged with the economic and financial market fallout of...

read more
Hydroxychloroquine? What would Dilbert do?

Hydroxychloroquine? What would Dilbert do?

And will we get a bill passed? Another eventful day.  I have to admit I reached for my phone at zero dark thirty to see how the overseas markets were doing and found little comfort.  The S&P 500 futures market had also traded to the limit and received a “time out”...

read more
Innovation in the Time of COVID-19

Innovation in the Time of COVID-19

This article from CNBC.com highlights the innovation at work as technological solutions to help many aspects of the pandemic are quickly coming to market and having important real-time impact. From using artificial intelligence to track the spread of the virus to...

read more
Some Things Don’t Change – Scammers and COVID-19

Some Things Don’t Change – Scammers and COVID-19

In times of uncertainty, there’s a comfort to the familiar and expected.  The smell of coffee in the morning, your favorite shirt or pair of pants, the view out your window.  Unfortunately, the familiar scammers trying to take advantage of current events is continuing...

read more
First Quarter 2020 Market Overview

First Quarter 2020 Market Overview

The beginning of the year feels like so long ago that it may be hard to remember investors entered January with a sense of optimism. The US and China had made real progress in resolving trade disputes and many hoped that we had seen an end to “headline-driven” market...

read more
A Brief Update on the Markets

A Brief Update on the Markets

This has been an eventful week. We had big new developments from the government, including the Fed's announcement this morning of a multi-trillion dollar buying program to support fixed income markets. The latest projections on the spread of the virus have improved...

read more
The CARES Act **Updated**

The CARES Act **Updated**

Listen to a related podcast featuring Karl Schwartz here as he talks about the SECURE and CARES Acts.   The recently-passed $2.2 trillion CARES Act is packed with provisions aimed at providing much-needed relief to individuals and small businesses who have been...

read more
Two Crises and Long-Term Changes

Two Crises and Long-Term Changes

Our friend Mohamed El-Erian¹ has been writing, tweeting and appearing on business shows at a record pace lately, for obvious reasons.  As our readers know, we have followed him since his days running the PIMCO Emerging Markets Bond Fund in the 1990s.  Without...

read more
Wellness Tips for a Stressful Time

Wellness Tips for a Stressful Time

During this volatile time in the markets, I found this message, sent to patients at Stanford to be really helpful.  It also has some practical ideas. Stay healthy and I hope you find this useful. Clari Mindfulness Platforms like Calm and Headspace have made content...

read more
The End of the Beginning?

The End of the Beginning?

This Coronavirus crisis has been compared to war, and rightfully so.  Our people are under attack, and how well we fight may in large measure determine how long it takes to achieve victory and how many casualties we will suffer.  We had some important developments in...

read more
We Have a Deal…Now What?

We Have a Deal…Now What?

As we face the most brutal phases of the COVID-19 outbreak in New York and throughout the country, we are concerned for your health, safety and how you are coping with the situation.   Of course, we are fully engaged with the economic and financial market fallout of...

read more
Hydroxychloroquine? What would Dilbert do?

Hydroxychloroquine? What would Dilbert do?

And will we get a bill passed? Another eventful day.  I have to admit I reached for my phone at zero dark thirty to see how the overseas markets were doing and found little comfort.  The S&P 500 futures market had also traded to the limit and received a “time out”...

read more
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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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