Planning For The Impact Of Dementia
This video examines the multifaceted impact of dementia, highlighting the increasing need for awareness, support, and planning for individuals affected. Comments cover medical progress, lifestyle interventions, and the importance of legal and financial preparedness in managing the disease. Key Highlights
Investing Beyond The Public Markets
Stephanie Hackett, a portfolio manager, discusses the value of illiquid alternatives, including private equity, and the importance of rigorous manager selection. She explains how the due diligence process evaluates investment strategy, team strength, historical performance, and fund structure. Key Highlights
Empowering Clients Through Education
Martha Pomerantz, Partner, and Portfolio Manager highlights the firm’s commitment to client education through a range of tailored programs. These events cater to a diverse group of clients, from seasoned investors to individuals navigating new wealth, fostering financial understanding and community learning. Key Highlights
