Wealth Strategies for All Market Conditions
When a widow inherited $5 million, she thought it was prudent to let a life insurance representative determine how to invest her money. Disappointed with the results, she turned to New York-based Cozzene Advisors for fresh ideas.
“We analyzed her portfolio and found the insurance salesman had put her in too many high-risk investments,” says Lewis Gelbman, MBA, RIA, RCB, principal of Cozzene Advisors. “We diversified the portfolio with an emphasis on managed futures. Now she is getting solid, consistent returns, with lower risk.” …Read More
Opportunistic Investing: Finding the
Intersection of Favorable Macro Conditions
and Attractive Valuations
Steven Kaczmarek is, to put it gently, unimpressed with the state of today’s economy. Slow economic growth is with us to stay, and that makes equities a less valuable investment than at any time in the past generation, Kaczmarek and his team believe. To them, it is essential in this environment to think outside the (style) box and invest opportunistically wherever favorable macro conditions and attractive valuations intersect. …Read More
Clients’ Core Values Guide Planning Process
When a financial plan is personally meaningful, clients are more motivated to succeed. So says Graef Financial Group founder Robert E. Graef, CFP®, ChFC®, CRPC®, whose mission is to help clients identify what they care about most and plan accordingly. Prior to establishing his own financial services firm in 2000, Graef spent nearly 20 years in the investment world; with his career move came an equally important transition. As skilled as Graef was at leveraging assets, the people who had worked hard for them—successful business owners, executives, professionals and retirees—would now be his principal focus. …Read More
Siller & Cohen Family Wealth Advisors
For the 10th consecutive year, a member of Siller & Cohen has been recognized by Barron’s as one of the top independent investment advisors in the country.
Helping our clients to identify and crystallize their financial goals and objectives – and then doing everything in our power to help them achieve those goals – is how we measure success. We are a boutique family wealth advisory firm that has been providing comprehensive financial solutions to high-net-worth families and business owners for 25 years. …Read More
International Planning Group Serves Life Insurance Needs of Ultra-High-Net-Worth Marketplace
Some companies thrive in their areas of operation. Others shape and even redefine entire professions. International Planning Group is in the second category.
With a sales staff of only 26, IPG is a world leader in life insurance-based wealth planning. The company creates customized solutions for ultra-high-net-worth individuals and large, closely held or multinational corporations the world over.
This is not the usual insurance sales and distribution company; far from it. The firm has a solutions …Read More
Business-Savvy, Concierge Service in
It’s 6:18 p.m. the day before the holiday. Everyone has gone. You’re about to run the last report, log off and leave. The network freezes.
You sigh. You dial IT service. You settle in for the wait. A few minutes later the phone rings. Coretelligent calling back: We’re on it.
Chances are, Coretelligent was on it even before your call connected. This information technology services firm proactively monitors clients’ systems to keep them running smoothly and to respond quickly if something needs attention. “We have established …Read More
Legal Solutions to Complex Matrimonial Disputes Galasso, Langione, Catterson & LoFrumento, LLP
Divorce is never easy. Emotions can run high, especially when children, large sums of money, homes or businesses are at stake. The law firm of Galasso, Langione, Catterson & LoFrumento (GLCL) leaves no stone unturned when preparing cases for clients who include business owners, corporate executives and other high-profile individuals. While representing celebrities like P. Diddy, Nas and D.J. Clue has drawn GLCL understandable notoriety, the work that excites them most normally involves complex business …Read More
New York’s Go-To Real Estate Tax Law Firm Podell, Schwartz, Schechter & Banfield
Not everyone is cut out for a career in the review and reduction of real property tax assessments. In fact, to the casual observer, it may seem to be an indecipherably complex and convoluted discipline. Fortunately for those who need legal representation in property taxation, Podell, Schwartz, Schechter & Banfield has an enduring interest and expertise in this area. While prior results do not guarantee a similar outcome, the firm’s determination to seek out and solve new challenges enables it to consistently achieve the best results for its clients. …Read More
You’re Never a Number at Constellation Financial &
Wealth Management Services
Only yesterday, or so it seemed, the young woman was a newborn, her parents’ newest tax dependent. But here she was, 22 years old, with financial concerns of her own.
“I remember clearly her dad coming into my office and dropping her Social Security card on my desk and saying, ‘I have another tax deduction this year,’” says Stephen P. Piotte, E.A., CEO of Constellation Financial & Wealth Management Services. “In fact, the plan I worked out with him helped her get through college, while allowing him to continue to save for his and his wife’s retirement. …Read More
Private Wealth Management Since 1838
Managing investments is a lot like steering a ship. It is easy to stay on course in good weather, but when the sea is rough, there is nothing so reassuring as having an experienced captain at the wheel.
For nearly 175 years, Welch & Forbes has been at the helm, helping New Englanders protect their assets through all types of market conditions. Founded in 1838—before the stock market existed—this revered Boston firm originally oversaw the personal business affairs for the families of sea captains and ship owners while they traveled the world. Much …Read More