Team Talk

 
 
 
 
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
The Key to Long-Term Success

The Key to Long-Term Success

At some point in the future, hopefully very soon, the worst of this will be over and we will better understand how serious it was/is/will be.  As we work from home and stay safe, we want to stay in close touch with our clients and our friends and professional...

read more
Facing the Challenge

Facing the Challenge

We would like to tell you the answer.  When will this be over, and what is the market going to do next?  But you know no one knows.  This is a new challenge, and we have to face it and recognize what we are dealing with here. We have faced major health care challenges...

read more
Now It’s Oil

Now It’s Oil

Last week OPEC talks broke down when Russia refused to agree to proposed production cuts.  As we have been saying in our recent letters, the coronavirus slowdown has reduced demand for oil and caused the price to decline.  It just got worse. Over the weekend, Saudi...

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
The Key to Long-Term Success

The Key to Long-Term Success

At some point in the future, hopefully very soon, the worst of this will be over and we will better understand how serious it was/is/will be.  As we work from home and stay safe, we want to stay in close touch with our clients and our friends and professional...

read more
Facing the Challenge

Facing the Challenge

We would like to tell you the answer.  When will this be over, and what is the market going to do next?  But you know no one knows.  This is a new challenge, and we have to face it and recognize what we are dealing with here. We have faced major health care challenges...

read more
Now It’s Oil

Now It’s Oil

Last week OPEC talks broke down when Russia refused to agree to proposed production cuts.  As we have been saying in our recent letters, the coronavirus slowdown has reduced demand for oil and caused the price to decline.  It just got worse. Over the weekend, Saudi...

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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