In the Press

De-Risking Portfolios Means Looking Beyond Mega-Cap Tech Stocks

Bob Kalman he shares why investors need to sift through the hype surrounding the Magnificent 7 and derisk their portfolios by integrating select large and mid-cap dividend paying companies.

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January 23rd, 2024|

Is It Time For Dividend Stocks?

Bob Kalman highlights the opportunity in #dividends in Ben Mattlin’s recent Financial Advisor Magazine’s article below, and shares which sectors he is finding “excellent value in at current levels.

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January 16th, 2024|

A Disciplined Approach: An Interview with Bob Kalman, Founder and Senior Portfolio Manager, Miramar Capital LLC

Bob Kalman was featured in LEADERS Magazine where he provided an overview of Miramar Capital’s mission for our clients, our investment philosophy, and his priorities for the firm as he looks to the future.

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January 5th, 2024|

Max Wasserman on the Markets

On his most recent Bloomberg News ‘Daybreak Asia’ appearance, Max Wasserman shared his economic outlook, thoughts on consumer confidence and where he’s finding opportunity in fixed income and equities outside of Big Tech.

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December 22nd, 2023|

The Big Bond Market Event Wednesday Is at Treasury, Not the Fed

Check out Max Wasserman’s appearance on Bloomberg News Radio, beginning at the 24:08 mark, where he discussed his views on where we are in the market cycle, market expectations on a rate cut and the opportunity he is seeing in stocks like Chevron, General Dynamics and Pepsi.

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November 1st, 2023|

When Cash Is King, Financial Advisors Rule

Max Wasserman recently discussed higher-yielding cash alternatives with Jeff Benjamin of etf.com. Max highlighted that “investors are gaining almost a full percentage point worth of yield by buying one-year Treasurys instead of five-year Treasurys.”

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September 26th, 2023|

The Tech Trade Is Showing Cracks. Higher Rates for Longer Spell More Trouble.

Max Wasserman recently spoke with Karen Langley of The Wall Street Journal regarding why he sees the market as a little rich, but if you remove technology, it’s much more reasonably valued in areas like industrials and financials.

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September 18th, 2023|

Analysis: US healthcare stocks roiled by investor tug of war over economy

In David K. Randall’s recent Reuters piece, Bob Kalman discussed his views on the current state of the healthcare sector, why he believes it’s too early to add to his healthcare allocation, and what continued inflows to the sector may tell us about how investors feel about the economic outlook.

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September 7th, 2023|

30 dividend-paying stocks in solid sectors with upside outside the AI hype, according to a 30-year fund manager

We’re pleased to share that Max Wasserman has been featured in Insider highlighting our dividend investing strategy and the stocks/sectors that we’re bullish on at the moment. Max also shared his view on what to make of the AI hype.

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August 27th, 2023|