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 …
Continue reading “Thought Leadership: No Plan Is an Island”
Published March 8, 2021
On International Women’s Day, we are proud to announce Stacy Haislip was named one of Crain’s 2021 Notable Women on Wall Street. http://www.globenewswire.com/news-release/2021/03/08/2189004/0/en/TAG-S-Stacy-Haislip-Named-One-of-2021-s-Notable-Women-on-Wall-Street.html
Published February 26, 2021
Stacy Haislip interviewed Chris Smith, Artisan Focus Fund PM, on current equity market risks.
Published February 9, 2021
Jonathan Bergman interviewed Jeff Tumolo, TAG’s Chief Investment Strategist, on what opportunities he sees in today’s market.