Insights

Question: What are your preliminary thoughts on Artificial Intelligence (A.I.) and its use in the Market Place? Answer: A.I. and the Roaring Twenties. A.I., Artificial Intelligence, is widely used to…

Question: What do you think the impact of the election would be on the market? In your experience how have past elections impacted investing? Answer: “Prediction is difficult, particularly when…

Questions with Katz As a reminder, last month we started a new series of letters where a question is posed for Larry (and the entire Katz Family Financial team) with…

Questions with Katz This is the first installment of a new series of letters where a question is posed for Larry (and the entire Katz Family Financial team). The goal…

Federal Reserve Meeting Keep in mind Milton Friedman’s description that “Inflation is always and everywhere a monetary phenomenon” In their meeting last week, the Fed decided three things. To lower…

What causes inflation? Milton Freidman said, “Inflation is always and everywhere a monetary phenomenon.” This is still true. There are two causes of inflation: Temporary and Permanent. Temporary inflation is…

Experience in evolution is something that matters a lot to us. On an investment level, we look for companies that have proven they can excel through changing business environments while…

Consistency is key In March 2020 we first began suggesting a looming bull market and reiterated this last year. You may recall from the October letter: “As our readers know,…

For over a year we have been writing about the next bull market. A stock market boom based on very positive results by corporations. We see these results as the…

The fixed income market, bonds and preferreds, can provide interesting opportunities at times. We took advantage of these opportunities for the initial thirty-eight years of my career. Gradually, over this…

We are proud of the fact that we advise four generations of families. As the transfer of wealth takes place from one generation to the next, giving to family and…

For our clients who read our monthly letters, the news and the improving markets are no surprise. We believe and have explained that recessions, pandemics, and bear markets are like…