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Market Commentary
Altman's Insights
Capital Spending Discipline in the Age of AI
Amy Weigand, CFA®, Director of Asset Management Group
15/12/2025
Four Market Signals Hidden in the 10-Year Treasury
Michael Santarelli, MBA, CIMA®, Managing Partner & Sr. Portfolio Manager, Director of Asset Management Group
13/11/2025
Don’t Be Afraid of Heights: Navigating Market Highs with Confidence
Amy Weigand, CFA®, Director of Asset Management Group
31/10/2025
What’s Driving Tight Credit Spreads in Today’s Bond Market?
George Rudawski, MSFE, MBA, CFA®, Partner & Senior Portfolio Manager
15/10/2025
Why Small Caps Can Thrive in a Rate-Cutting Environment
Sheldon “Shelly” Altman, BSME, MBA, CIMA®
30/09/2025
The Strategic Case for Borrowing Against Investable Assets
Ethan Goff, Managing Partner, Director of Operations, Director of Marketing and Sales
15/09/2025
401(k) Alternative Investments: New Options Require Evaluation
Amy Weigand, CFA®, Director of Asset Management Group
30/08/2025
Europe’s Bull Run: What's Fueling It and Will It Last?
Michael Santarelli, MBA, CIMA®, Managing Partner & Sr. Portfolio Manager, Director of Asset Management Group
15/08/2025
Mega Backdoor Roth: A Powerful Retirement Strategy for High Earners
Benjamin Altman, CFP® ,CEO & Chief Investment Officer
31/07/2025
Municipal Bonds: What’s Behind the Recent Weakness
George Rudawski, MSFE, MBA, CFA®, Partner & Senior Portfolio Manager
15/07/2025
The Big Beautiful Bill: Key Takeaways for Investors and Taxpayers
Ryan Safko, CFP®, CIMA®, AWMA®, Advisor & Family Office Planner, Family Office Group
30/06/2025
Understanding Fiduciaries vs. Brokers
Benjamin Altman, CFP®, CEO & Chief Investment Officer
15/06/2025
