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February 11, 2022

Equity Markets dipped in January as the Omicron variant and the news of increasing interest rates stirred uncertainty in investors. Equities, real estate, and fixed income fell while commodities and natural resources rose. Value has been outperforming growth in U.S. equities and large cap outperformed small cap across U.S. and Global equities. U.S. inflation rose at its fastest pace in nearly 40 years but month-over-month inflation slowed from previous period. Inflation worries drove U.S. Consumer Sentiment to settle near 10-year lows.

February 10, 2022

Pathstone recently held a panel discussion on the outlook for private real estate investment in 2022 as major metropolitan areas look beyond pandemic-related slowdowns. Pathstone’s Dave Freudenberg, director of private markets research, was joined by executives from Savanna, a New York City-based real estate manager.

While our conversation focused on the New York City market, our panelists highlighted several notable trends relevant to private real estate investors in other major markets. Below is a brief summary of the key takeaways; please click here to access the full replay.

January 26, 2022

Our experts in tax, client advisory, and research have analyzed the three phases (planning, implementing, and maintaining) and summarized the 10 core concepts we use and teach every day to empower thoughtful management of our clients’ financial health. Read on to learn how to navigate your financial future and take control of your finances through these 10 financial planning fundamentals.

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