Posts you may be interested in
After seeing relief brought forth by the CARES Act and the current rapid increase of new COVID-19 cases, why is Congress hesitant to pass another aid package? Listen now as @Shannon Saccocia, Chief Investment Officer, discusses why Congress’s actions are tepid due to a rapidly approaching election season.
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Tensions rise between the U.S. and China, creating the possibility of continued disruption and diversion in areas such as technology, foreign policy, and global trade. What are some of the longer term challenges investors should consider? Listen Now as Shannon Saccocia, Chief Investment Officer, provides our analysis.
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In this week’s Family Office Connections podcast, we discuss the art, wine and spirits, and collectibles spaces and how family offices can engage with these industries, risk management considerations and engaging next-gen in collections. Listen now.
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In this week’s CIO Update podcast, Shannon Saccocia discusses how investors should evaluate stocks which have benefited from the pandemic, but may face challenging comparisons in a more normal environment. Listen Now.
iTunes Read PostA discussion with professionals from Ernst & Young for an overview of the loan forgiveness process. The discussion will also include details on the concepts, calculations and application steps necessary for loan forgiveness.
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In this week’s Family Office Connections podcast, we are joined by consolidated reporting professionals who specialize in supporting family offices. Our discussion includes the history of consolidated reporting, innovations on the horizon, best practices and risk management considerations. Listen now.
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At a time when the world is changing fast, taking a look at how we teach kids about money can ensure that their financial future remains in educated hands.
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As Covid-19 causes the U.S. economic train to careen into the “third rail”, companies, states, and towns have turned to the primary markets to bridge financing gaps.
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While we’re seeing evidence of economic rebound, what could dampen optimism this earnings season? This week’s CIO podcast covers three factors Shannon is watching. Listen now.
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Following one of the quickest and sharpest drops from February’s all-time high to a bear market, U.S. equities staged an impressive run with the S&P 500 logging its best quarterly gain since the fourth quarter of 1998.
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