Why Investing for the Future Benefits You Today
Last month we discussed how thinking for the next generation of investors early can help them (read our last letter on the right accounts for young investors here). This month…
Another Katz Joins the Team
We are very pleased to announce that Zoë Wenick Katz has joined Katz Family Financial to lead business development and enhance the client experience. Though she has been with us…
Building Wealth for the Next Generation
The Katz ScanWith new child savings incentives on the horizon, it seemed timely to review our favorite accounts available for helping the next generation build long-term, generational wealth. There are many…
Checking Accounts are Expensive: A Note on Opportunity Cost
The Katz ScanUninvested dollars miss the chance to earn a return. Continuously missing out on that chance is costly. You may read the title and think, “But my checking account doesn’t have…
The United States Credit Rating
The Katz ScanLast month, Moody’s, one of the 'big three' credit rating agencies, downgraded the United States’ sovereign credit rating to Aa1. While still considered high quality, this is one notch below…
Tariffs and the U.S. Economy — Lessons from History
The Katz ScanA crucial aspect of investing is understanding history and how it repeats itself. Tariffs built the United States – but not in the way you might think. It was the…
Retirement Accounts
The Katz ScanPlease see the attachment for this edition of The KATZ Scan. We put together a practical, walk-through guide to help you make smart use of retirement accounts, whether you're saving…
Timing the Market
The Katz ScanWhat are your thoughts on timing the market? How do you know when to reduce or increase your investment level and/or change philosophy? As Larry first heard in a 1968…
Presidential Elect
The Katz ScanIn less than two years there will be congressional elections. Some priorities of the President may be hard to fulfill when the congress starts thinking about their reelection. Other priorities,…
Income Investments
What’s the best way to increase the cashflow from my portfolio? First, we must ask why? There are generally three reasons. I need funds for Required Minimum Distributions. (RMDs) I…
Warren Vs Warren
Elizabeth Warren vs. Warren Buffett Sounds like a divorce. In a sense it is. Elizabeth Warren wants to divorce investors from the opportunities available when companies repurchase shares. Warren Buffet…
Multifactor Security Funds
Questions with Katz QUESTION: A few months ago, we discussed what gives us confidence in selecting individual stocks over ETFs and mutual funds (multifactor security funds). What is it that…