As we enter the second half of 2024, an election year with all types of volatility, we should continue to think about where we desire our wealth to go, while we are still alive or post-death. Planning here is always advantageous, or we may be giving the state and federal governments a large bulk of […]

I am quite sure you have no idea what I am talking about. Even if you aren’t the shopper in the family or would never purchase frozen peas or corn, why is this relevant to bond accounts? Experts predicted that the Federal Reserve Bank would lower interest rates at least three times this year, beginning […]

In this episode of “Meet the Expert,” host Elliot Kallen sits down with Liz Elting, the visionary co-founder of TransPerfect. Liz shares her incredible journey from starting a business in an NYU dorm room to building the world’s largest language solutions company. She also discusses her philanthropic efforts, the importance of resilience and discipline in […]

What kind of son would I be if I didn’t pen a mushy, heartfelt note this Mother’s Day? Today, and indeed every day, is a perfect opportunity to acknowledge the extraordinary efforts our mothers put into raising us. They endured sleepless nights during our early years, managed countless diaper changes, nursed us through illnesses, constantly […]

Have you noticed the recent increase in fuel prices? They’re up by more than $0.50 per gallon. Copper has risen by 42%, and food prices have soared by 24%. So, what does this inflation mean for you, other than the fact that everything now costs more? Just a month ago, and since January, experts were […]

Welcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen! Ever dreamt of tax-free income? This episode dives deep into the world of municipal investing with Gregory Torretti from American Century Investments. We crack open the secrets of municipal bonds, explore their tax advantages, and discover how they can fit into your […]

We are in the most interesting times. For our personal investment clients and 401(k) clients, there have been many smiles so far this year. We are happy that the markets, broadly, have begun this year on a bullish note. 2023–except for a handful of large AI companies–was a poor year for investors. But today, smiles […]

Why should you care about emerging markets? What are they anyway? Meet the expert, Kevin T. Carter. In this episode, he makes the case for why you should seriously look into placing a chunk of your portfolio into these untapped wells of opportunity. Specifically, he points to India as an especially promising arena for investors […]

I always think of March and April as new flowers, new loves, and new beginnings. In the Estate Planning world, it’s a great time to think about not only the next generation but planning for several generations to come. Let’s do a quick tune-up. Key Elements of Your Estate Plan Do you have a Trust/Will […]

Welcome to Season 4, Episode 3 of Meet the Expert® with Elliot Kallen! In this episode, Elliot is joined by Benjamin Rizzuto from Janus Henderson Investors to discuss estate planning and why no one should hesitate to talk about it. Bravely facing the thoughts of retirement and death, they explore its financial and non-financial aspects, from tax […]