Published October 8, 2020
Stacy Haislip will be participating in Portfolio Summits’ Women in Wealth Management Summit on October 22nd. Stacy will be on a panel discussing Current Market Outlooks and Opportunities. https://www.portfoliosummits.com/women-in-wealth-management-rn
Published September 29, 2020
Dr. Luc Marengere, a healthcare expert investor, gave TAG clients an update on the status of COVID-19 vaccine trials, a possible time frame for when one could be available, and how it …
Published September 22, 2020
TAG Associates is pleased to announce we’ve been named one of Barron’s top 100 independent investment advisory firms of 2020. The annual ranking lists independent firms according to a number of criteria, …
Continue reading “TAG Associates is honored to be included in Barron’s top 100 RIA list”
Published September 2, 2020
TAG Associates is honored to be ranked #40 by Financial Advisor Magazine’s 2020 Ranking. The list includes more than 700 RIAs from across the nation. Thank you FA Magazine for including us! …
Published August 20, 2020
Jonathan Bergman explains “We tend to think that distressed and dislocation-type strategies are probably the best way to achieve double-digit returns from this point … From today, where the S&P is near …
Continue reading “Jonathan Bergman quoted in HFM on our use of absolute return and distressed debt”
Published August 19, 2020
Jonathan Bergman, TAG President, was recently interviewed by Fund Intelligence on our current investment approach. “On the traditional long-only equity or fixed income side there’s not much innovation there that would affect …
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”
Published July 20, 2020
Ted Katramados will be participating in Opal’s Family Office Symposium on August 5th and 6th. Ted will be on a panel discussing non-correlated/niche alternative fund strategies and sectors that help with diversification …
Published June 24, 2020
Jonathan M. Bergman, TAG’s President, sat down with Timothy Schuster, CPA and Matthew Kerzner, Ph.D. from EisnerAmper’s Center for Family Business Excellence to discuss TAG’s approach to Family Office Investments. Thank you …
Continue reading “Jonathan Bergman featured in EisnerAmper podcast on Family Office Investments”
Published April 22, 2020
Ted Katramados will be participating in IC Summits Virtual Summit on May 5th discussing the Impact of COVID-19 on Alternative assets. The panel will focus on Private Equity, Venture Capital, Liquid Alts, …
Continue reading “Ted Katramados participating in IC Summits Virtual Summit on May 5th”