COVID-19.

The COVID-19 global pandemic continues to have a material impact on economies and markets throughout the world.

Importantly, we continue to provide our views on rapidly changing markets and how investors should position their portfolios. Click below to explore our thoughts on how the pandemic has swiftly altered the investment landscape, creating shocking real economic conditions. We’ll keep you informed on what reopening actually means, and how the massive Fed and fiscal interventions affect current conditions.

WHITE PAPERS

January 21st, 2021

2021 Corporate Cash Outlook

January 11th, 2021

2020 Review and 2021 Outlook

November 18th, 2020

Portfolio Tactics: Crossing the (Tax-Exempt) Rubicon?

July 21st, 2020

2020 Mid-Year Review

May 12, 2020

Unprecedented: Guideposts for an Uncertain Time
The Credit Markets:

Outlook and Opportunities in the
New COVID Economy

Richard Saperstein, Barron’s Sixth Ranked

Advisor Nationwide

NEWS THAT’S FIT TO PRINT

Real Simple

How 401(k) Distributions Work

March 01, 2021

Richard Saperstein: The Case for “Overvalued” Stocks

Barron's | July 31, 2020

RICHARD SAPERSTEIN, BARRON’S SIXTH-RANKED advisor nationwide, sees many risks to stocks, from a possible intensification of Covid-19 to disappointing earnings in 2021. But that hasn’t stopped him from crafting portfolios dominated by equities – albeit chosen selectively and with a U.S. heavy growth tilt. “The multiple on equities will be higher when you basically have a zero-interest-rate environment,” says Saperstein, founder and chief investment officer at New York-based Treasury Partners, which manages $9 billion of client assets.

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