In the Press2022-07-06T14:31:37+00:00

In the Press

How to Replace the 60/40 Portfolio (or Not): Advisors’ Advice

ThinkAdvisor asked a number of advisors how they’re positioning portfolios these days. Check out the slideshow above to see how some advisors are addressing the “60/40 is dead or ailing” scenario. Not all agree, by the way.

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May 27th, 2022|

‘Boomerang’ kids putting parents’ retirement at risk

Max Wasserman, founder of Northbrook Illinois-based investment manager Miramar Capital, applauds the fact that parents want to support their children in adulthood, seeing it as a familial responsibility. However, he warns that they shouldn’t tap into their retirement accounts to do so.

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May 26th, 2022|

Market Reversal Boosts Big Dividend Stocks

Cash is king right now. The latest evidence: the market’s embrace of dividend-paying stocks over another longtime favorite, firms that do buybacks.

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May 25th, 2022|

Recession threat takes center stage

Max Wasserman, founder and senior portfolio manager at Miramar Capital, said that with markets down double digits, it’s not too late to “de-risk portfolios.”

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May 23rd, 2022|

Retailers Are Having a Tough Year. Focus on What’s Ahead.

Max Wasserman was quoted by Barron’s in their article “Retailers Are Having a Tough Year. Focus on What’s Ahead.”

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May 2nd, 2022|

Dow, S&P 500 record best day in 7 weeks as tech stocks rally

Max Wasserman was quoted by MarketWatch in their article “Dow, S&P 500 record best day in 7 weeks as tech stocks rally”.

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April 28th, 2022|
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