Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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Noah Doyle & Charles Princiotto named to Forbes' 2018 Top 1,000 Next Generation Wealth Management Advisors List
We are pleased to announce that Noah Doyle and Charles Princiotto, Financial Advisors with Battery Park Financial Partners, have been named to Forbes’ 2018 list of America’s Top 1,000 Next-Generation Wealth Advisors. This prestigious recognition honors young, talented advisors who represent the future of the wealth management industry.
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What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
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January Investment Perspectives
Our Investment Strategy Group offers commentary on reducing national debt, major fixed income themes from last year, and the economic factors weighing most heavily on investors in 2023.
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Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
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Investing in Water
We view water as a long-term investment theme that impacts many industries. This piece reviews the importance of water to life and the economy and highlights major investment implications.
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Don’t Overlook This Hidden Retirement Risk
After working so hard to save for retirement, it’s important to be aware of potential risks that arise when you stop earning and start withdrawing. This article explores some solutions you may consider to help protect your retirement income from sequence of returns risks.
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