Palm Beach

Jonathan Bergman discusses TAG Associates’ expansion in the article, “As Wealthy Clients Head South, Advisors Follow”

Published February 7, 2023

After TAG Associates announced the opening of its office in West Palm Beach, Jonathan Bergman discussed the reasoning behind the expansion. “Even before the pandemic, we had started spending more time in …

Jonathan Bergman and Jeff Tumolo Host

Jonathan Bergman and Jeff Tumolo Host Webinar with JP Morgan’s David Lebovitz to Discuss How to Position for 2023 and Beyond

Published January 30, 2023

JP Morgan market strategist David Lebovitz posits that stock and bond diversification will work better in 2023 compared to 2022. He also notes that hedge funds performed well in 2022. Full webinar …