Published May 12, 2026
On April 23rd, TAG Associates hosted a webinar titled “How AI Is Reshaping Businesses and the Investment Landscape,” featuring Erika Klauer, CIO and Founder of Science and Technology Partners. The conversation explored …
Continue reading “How AI Is Reshaping Businesses and the Investment Landscape”
Published February 2, 2026
On January 21st, TAG Associates welcomed Steve Blitz of TS Lombard for our State of the Markets & Outlook for 2026 webinar. Steve discussed early year growth risks, the path of inflation, …
Published August 12, 2025
On July 16, 2025, TAG Associates hosted a digital assets webinar with Galaxy Asset Management. They discussed recent developments and key milestones in the industry. Here’s a clip of Galaxy’s Mike Giampapa …
Published March 5, 2025
With the stock market correcting following the latest round of tariff announcements, it is timely to revisit a recent client webinar we held with Dario Perkins Global Macro Economist at TS Lombard. …
Continue reading “Tariff Threats and the Return of Volatility”
Published May 6, 2024
In a recent client webinar, Chief Investment Strategist, Jeff Tumolo discusses the decline in Chinese stocks and whether or not this is a good entry point. Full webinar is available to TAG …
Published May 18, 2023
Paul Comeau, Senior Partner of Hodgson Russ LLP, recently joined TAG Associates’ Neil Shapiro and Jonathan Bergman to discuss strategies and pitfalls when changing state residency and reducing your state income tax …
Published January 30, 2023
JP Morgan market strategist David Lebovitz posits that stock and bond diversification will work better in 2023 compared to 2022. He also notes that hedge funds performed well in 2022. Full webinar …
Published December 22, 2022
Judi Galst of Henley & Partners recently joined TAG Associates’ David Basner to discuss how Americans can become dual citizens. In this clip, Judi addresses the four main reasons why Americans seek …
Published August 24, 2022
In this additional clip from a recent client webinar, Dario Perkins, Managing Director, Global Macro of TS Lombard discusses the “messy” current global economy and where he sees the economy going over …
Published August 19, 2022
Dario Perkins, Managing Director, Global Macro of TS Lombard recently joined TAG Associates Jonathan Bergman and Jeff Tumolo to answer the question on many clients’ minds: Are we entering a recession? The …