For a Seventh Year In a Row, Eskin and Blumenthal are Named to Barron's Top 1,200 Financial Advisors List

Edward Blumenthal and Mark Eskin have been named Forbes 2021 Best-In-State Wealth Advisors

Although the summer doldrums have settled in, the bulk of 2020 has proven to be anything but boring for financial markets.

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.

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.

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.

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.

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.

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.