GenTrust

@Forbes Disclosure: America’s Top RIA Firms is an independent publication produced by Forbes. Their ranking methodology, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and...

Our #GenTrust head of financial planning, Krysta Dos Santos, spoke with @barronsonline on the topic of #estateplanning and what to keep in mind. 🧠 She says, “families should talk about their values and intentions around money.” Read more here: barrons.com/articles/child…

Our Mimi Duff joins @CNBCWEX this morning to explain why, “now is not the time to be underweight bonds.” They also discuss a few sectors that raise some notable considerations to look at. Watch now: cnb.cx/3QEZAzH

Start off this November with our Mimi Duff @CNBCWEX…the show starts bright and early – tune in at 5:50 a.m. ET to catch Mimi!

Our Jim Colavita discusses resolving spending priorities, money worries, and leaving a legacy in @BarronsOnline. Read barrons.com/articles/money… to see what he recommends when couples retire. #gentrust #investing #wealthmanagement

Our Senior Client Advisor Mimi Duff joined @BloombergTV. She says, “your chance of positive returns are so much greater right now owning bonds, it’s not the time to be massively underweight." bloomberg.com/news/videos/20…

Watch Mimi Duff on today’s @CNBCOvertime. She tells @SullyCNBC that she’s keeping an eye out for regional banks this earnings season & notes that they're big holders of commercial real estate which have significant maturities over the next few years. cnbc.com/video/2023/10/…

Senior relationship manager, David Munoz, spoke with @BarronsOnline and shares his thoughts on this week’s “The Big Q.” barrons.com/advisor/articl…

Check out @wsj – our CIO Jim Besaw comments on the markets’ focus on #AI, “It has shades of what happened during the crypto craze. It also has shades of what happened during previous bull markets where the market was super-focused on one particular thing.” wsj.com/finance/stocks…

Why are we underweight in equities, and what would it take to change our minds? Our Managing Director, Mimi Duff, discusses the matter on @Bloomberg with @RomaineBostickand @kgreifeld. Watch Mimi below at the 1:25:00 minute mark. #GenTrust #Equities bloomberg.com/news/videos/20…

Tune this afternoon to watch our Mimi Duff on @BloombergTV The Close – at 3:50PM ET!

Our Managing Director Mimi Duff joins @CNBCWEX this morning and breaks down how to position a portfolio to stay ahead of sticky inflation by diversifying with TIPS and real assets. cnb.cx/3QUft5W

Start the day early and tune in to @CNBCWEX to watch our very own, Mimi Duff at 5:50AM ET!

Happy to share the latest episode of the @Alpha_Ex_LLC podcast! Mimi Duff also talks about our work in offering institutional-quality, state of the industry insights and practices to the management of individual and family wealth. Take a listen now!

Head of Trading, Nathan Kotler, shares insightful commentary on the previous inflationary episodes in @YahooFinance. Tracking the current cycle, “the biggest risk we see to the market right now is that inflation persists longer than the market expects.” finance.yahoo.com/news/yahoo-fin…

Our Head of Equities Olivier Sarfati shares his thoughts on the S&P 500 falling for a 3rd consecutive day yesterday in @wsj. He asks, “The question is how high will the rates go and what is going to be the impact on equities and on the economy?” wsj.com/articles/globa…

@barronsadvisor asks, “What are your best fixed-income strategies right now?” @gentrustwm Head of Asset Allocation, Matt Kishlansky, answers this week’s “Big Q” with our thoughts on fixed-income investments right now. Read here: barrons.com/advisor/articl…

Our Head of Financial Planning, Krysta Dos Santos, was in @barronsonline this past weekend. She shares a few tips on dividing up unique property & protecting inheritances in blended families. Read the latest on #estateplanning by @DebbieCarlson1 here: barrons.com/articles/will-…

Managing Director Mimi Duff joined @FrankCNBC on @CNBCWEX, to discusshow to position portfolios with more rate hikes in store. She also explains why we’re underweight stocks and continues to like TIPS on the fixed income side. cnb.cx/3Oc52IU #GenTrust #fixedincome

Start the day off early and watch our Mimi Duff tomorrow morning on @CNBCWEX at 5:50 AM EDT!