Research & Insights

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

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Mark Eskin and Ed Blumenthal Recognized as Barron's Top 1,200 Financial Advisors
For a Seventh Year In a Row, Eskin and Blumenthal are Named to Barron's Top 1,200 Financial Advisors List
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Forbes Recognizes Edward Blumenthal and Mark Eskin as Best-In-State Wealth Advisors
Edward Blumenthal and Mark Eskin have been named Forbes 2021 Best-In-State Wealth Advisors
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Laddered Bond Investing in a Low Interest Environment
Although the summer doldrums have settled in, the bulk of 2020 has proven to be anything but boring for financial markets.
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Mark Eskin and Ed Blumenthal Named to Forbes' 2020 Best-In-State Wealth Advisors List
Mark Eskin, Executive Vice President/Wealth Management, Financial Advisor and Edward Blumenthal, Executive Vice President/Wealth Management, Financial Advisor have been named to the Forbes 2020 Best-In-State Wealth Advisors list. “Congratulations to Mark and Ed for receiving this prestigious recognition, which is a testament to both of their commitment to offer the highest standard of success in financial relationships. Mark and Ed represent the best of our industry,” said Jerry Lombard, President, Private Client Group.
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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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