Dear clients and friends, First of all, I want to thank all of you for the incredible outpouring of support for me and my kids these last few weeks. As you know, we changed the name of the company three years ago to reflect our focus on helping our clients’ families. I had no idea […]
Dear Clients and Friends, Happy 2023! Looking out over the next twelve months we are not bullish overall on market prospects, but, rather than a year ago when virtually all markets were overvalued, we believe that there are pockets of opportunities in both the stock and bond markets. In this letter we share an update […]
Dear Clients and Friends, We are excited to let you know that Angelica Ramos recently started working with us in our Summit office. Angie will be working closely with Suzie to continue to provide excellent service to our clients. Angie most recently worked for seven years at the law firm Proskauer Rose, LLP, in Manhattan […]
Dear Clients and Friends, What a difference a year makes! We hope you and your family are happy and healthy as we continue to exit one of the most challenging periods of our lifetimes. In this letter we share an update on BRAVE, some thoughts on potential tax changes and what you may want to […]