Published October 2, 2023
Jonathan Bergman was quoted in a recent Family Wealth Report article entitled, “How Advisors Are Cashing In On Cash.” Jonathan offered his pithy perspective on choosing Treasuries as a cash alternative. Read …
Published September 26, 2023
Stacy Haislip will be participating in Opal Group’s Private Markets Investment Forum on September 28th. Stacy will discuss areas of allocator interest, ramifications of write downs in recent vintages, and the outlook …
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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 July 24, 2023
We are pleased to announce that TAG Associates has been named as one of America’s Top RIAs by Financial Advisor Magazine for 2023. Financial Advisor Magazine’s RIA ranking is based on assets …
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Published July 11, 2023
In May, TAG Associates won the 2023 Family Wealth Report Award for Best Private Client Investment Platform. In the recent issue of Acclaim Magazine, which recognizes leaders across the global wealth management …
Published June 20, 2023
TAG Associates today announced that Lane Fraum has joined the firm as Director to lead TAG’s growth efforts in Florida. Mr. Fraum will be based in the firm’s recently opened West Palm …
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Published June 12, 2023
Ted Katramados will be a moderator at the Private Wealth East Spring Forum on June 13th. Ted will be moderating the “Alternatives – Time to Shine” panel. Read more about the Forum …
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Published June 8, 2023
Jonathan Bergman was quoted in a recent Action! Magazine article entitled, “Navigating the Life Cycle of a Financial Advisor.” Jonathan provided insight into the complexities and challenges of a career in an …
Published June 1, 2023
Jonathan Bergman will be a panelist at the Markets Group’s ALTSNY Forum on June 22nd. He will discuss how to invest in emerging managers in the new era of specialized alternatives while …
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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 …