In the Press

In Charley Grant, CFA’s recent The Wall Street Journal piece, Max Wasserman shared his thoughts on Tech’s ‘Magnificent 7’ stocks, the concentration risk people are starting to take again, and whether or not the trade is losing steam.

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.

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.

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.