Published August 24, 2021
TAG Associates President Jonathan Bergman was quoted in a recent Financial Planning Magazine article about how investors can turn their Roth IRAs into mega Roth IRAs. Bergman notes that though wealthy people …
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Published July 9, 2021
David Basner, TAG CEO, hosted a fireside chat with Jordan Arnold on Cybersecurity Threats, Vulnerabilities, and how to protect your digital life.
Published April 23, 2021
Ted Katramados was quoted in a Forbes article on April 22nd focusing on Crypto Investing. “Frankly, if you ask me where the price of Bitcoin will be a year from now, it …
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Published April 19, 2021
Jeff Tumolo, Chief Investment Strategist at TAG, was quoted in a Family Wealth Report article on April 15th examining what US investors should be focused on with regard to investment in Chinese equities. …
Published March 22, 2021
Jonathan Bergman, President of TAG Associates, was quoted in Business Insider on March 20, 2021, in an article about Non-Fungible Tokens, or NFTs, addressing questions about their worth as an investment option. …
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Published February 26, 2021
Stacy Haislip interviewed Chris Smith, Artisan Focus Fund PM, on current equity market risks.
Published February 12, 2021
TAG Associates Managing Director and Senior Adviser in the Family Office Group Neil Shapiro was quoted in New York Times Wealth Matters column Feb. 12 about how private businesses can survive a …
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Published February 9, 2021
Jonathan Bergman interviewed Jeff Tumolo, TAG’s Chief Investment Strategist, on what opportunities he sees in today’s market.
Published January 29, 2021
Ted Katramados said, “As we head into 2021, we are definitely recommending to our clients that they look more closely in increasing allocations to absolute return hedge funds…Hedge fund allocations may go …
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Published October 13, 2020
Ted Katramados said the firm has doubled the number of reference checks to “five or six now” as part of its renewed due diligence process. He said that the firm’s “thorough ODD …
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