Published September 18, 2023
By Jonathan Bergman, CFP®, President TAG has been skeptical of the 2023 equity market rally for some time, and despite the recent flow of good economic news, we have conviction that the …
Continue reading “Economic and Market Red Flags – Investment Strategy for the Remainder of 2023”
Published May 3, 2023
Engage with your team of advisors to ensure the tax benefits of a successful relocation. By Neil Shapiro, TAG Associates Managing Director, Head of Family Office Services We all know clients, friends …
Continue reading “It Takes a Village to Change Your Tax Domicile”
Published September 7, 2022
Always essential but rarely the portfolio star, Absolute Return strategies are outperforming right now (and with much less volatility) By Ted Katramados, Director & Associate Portfolio Manager, TAG Relative Value Fund Sometimes, …
Published September 7, 2022
The paradigm has changed, probably forever, and homeowners are feeling it. By Neil Shapiro, Managing Director & Senior Adviser, Family Office Group A client recently bought a pristine, multi-million, waterfront home in …
Published June 10, 2022
Zero rates and a bull market have been replaced by volatility and rising rates. Where should investors look now? TAG Chief Investment Strategist, Jeff Tumolo, believes markets have entered a transitionary phase. …
Continue reading “Thought Leadership: Managing the Market Transition”
Published April 19, 2021
Jonathan Bergman, President of TAG Associates, authored a piece published in WealthManagement.com on April 9th about successful retirees who have handled all of their financial affairs themselves, including investments, and are resistant …
Published August 4, 2020
Ted Katramados, Portfolio Manager, addresses the current puzzling market environment as risk assets soar despite challenging underlying fundamentals. TAG believes inflation will increase although perhaps not in the short term. Ted includes …
Continue reading “Thought Leadership: Loose Fiscal and Monetary Policy”