Recent Articles
Intelligent Index Review, First Quarter 2016
An unexpectedly strong March rally allowed the U.S. equity markets to...
Reclaim Your Time: Build Your Advisory Board
Do your thoughts seem to compile and reorganize during your drive home...
The $3 Billion Beer Bet
June 7, 2016. By Matthew Okaty, J.D.: At the beginning of 2016, there was...
Important Social Security Deadline is Quickly Approaching
April 13, 2016. By Olga P. Okaty, CFP®, Director of Financial Planning:...
Intelligent Index Review 4th Qtr 2015
Despite the long anticipated FOMC decision to raise interest rates and...
Fixed Income Review: Fourth Quarter 2015
The fourth quarter saw the Federal Reserve raise interest rates for the...
Outlook on the United States – Lazard Outlook
As we exit 2015, the United States continues to be arguably one of the...
Seasons Greetings and Year-End Reminders
It seems as if just yesterday we were preparing our mid-year update, yet...