Published November 5, 2020
Stacy Haislip, CFA will be participating in Opal Group’s Virtual Family Office Forum. Stacy will be on a panel discussing Fixed Income and Equity Market Allocation Strategies: Where are the Markets Heading …
Published November 2, 2020
Ted Katramados will be participating in IC Summits Virtual Summit on November 11th discussing the Utilization of Alternatives within a client portfolio. The panel will focus on Private Equity, Venture Capital, Liquid …
Published October 13, 2020
Ted Katramados said the firm has doubled the number of reference checks to “five or six now” as part of its renewed due diligence process. He said that the firm’s “thorough ODD …
Continue reading “Ted Katramados Quoted in HFM on Our Virtual Due Diligence Process”
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 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 Barron’s Top 100 RIA Firms of 2020 ranking is based on …
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 …