Published April 7, 2026
The IRS has begun using a new information request in certain cryptocurrency examinations that expands the scope of digital asset disclosures requested from individual taxpayers. As part of an Information Document Request …
Continue reading “IRS Updates Information Requests in Cryptocurrency Examinations”
Published January 28, 2025
By John Pantowich, Managing Director and Portfolio Manager Over the years there has been no shortage of words written about Active versus Passive investing. Active and Passive investing are two diametrically opposed …
Continue reading “Active vs. Passive Investing? It’s Not An Either/Or Answer”
Published January 22, 2025
By Ted Katramados, Director & Associate Portfolio Manager, TAG Relative Value Fund Global macro is an investment strategy that seeks to profit from global trends that impact the overall direction of world markets. …
Continue reading “The Four Tentpoles of Absolute Return Investing Part II: Global Macro Strategies”
Published January 21, 2025
By Stacy Haislip, Managing Director and Portfolio Manager “Wealth does not pass three generations.” – Chinese Proverb If a Chinese Proverb exists to describe a situation, it usually means two things: 1) …
Published September 23, 2024
By Neil Shapiro, TAG Associates Managing Director, Head of Family Office Services See Part I: The Benefits of a Multi-Client Family Office: Efficient Wealth Management See Part II: When to Make the Transition …
Continue reading “Part III: MFO Service Options and Onboarding – Navigating a Seamless Transition”
Published September 13, 2024
By Ted Katramados, Director & Associate Portfolio Manager, TAG Relative Value Fund One of the key cornerstones of TAG’s investment philosophy is Absolute Return investing. As we’ve previously discussed, Absolute Return investing is …
Continue reading “The Four Tentpoles of Absolute Return Investing”
Published June 20, 2024
A Series of Problems Affecting the World’s Second Biggest Economy Make it a Difficult Place to Invest By Jeff Tumolo, Managing Director and Chief Investment Strategist China’s economy represented 18% of global …
Published June 5, 2024
By Neil Shapiro, TAG Associates Managing Director, Head of Family Office Services See Part I: The Benefits of a Multi-Client Family Office: Efficient Wealth Management Transitioning from a Single Family Office to an …
Continue reading “Part II: When to Make the Transition to an MFO – Identifying the Signals”
Published March 12, 2024
By Neil Shapiro, TAG Associates Managing Director, Head of Family Office Services A perception in the world of wealth management is that Single Family Offices are the best solution for the ultra wealthy, …
Continue reading “Part I: Unpacking the Benefits of a Multi-Client Family Office (MFO)”
Published December 11, 2023
By Lane Fraum, Director and Head of Florida Office Often the forgotten asset until it’s in the spotlight, Bitcoin is a polarizing topic in the investing world. The cryptocurrency has nearly tripled …