Investment Perspectives

Fieldpoint Private Launches Advisor Banking Services Platform

First-of-its-kind platform provides full suite of private banking offerings to independent advisory community GREENWICH, CT – December 7, 2022 – Fieldpoint Private announces the launch of Fieldpoint Private Advisor Banking Services, a boutique private banking solution for select RIAs and their clients. This platform enables independent registered investment advisor (RIA)…

Nick Bertha Shares Key Insights on Trust Planning with Family Wealth Report

Fieldpoint Private’s Nick Bertha, President of Fieldpoint Trust provides insights and actionable strategies families might want to consider in a new article for Family Wealth Report. Bertha notes that some of the most powerful trust planning techniques are often overlooked or misunderstood by those who can benefit from them the…

In Focus: The U.S. Housing Market Outlook for 2022 – An Economic Cornerstone

The U.S. housing market is the cornerstone of economic growth and prosperity. With total housing spending contributing over 15% to annual GDP since the mid 1980’s (Chart 1), the market is a key contributor to economic output, household wealth, consumer spending, fixed investment, and employment. Reference note: “Residential fixed investment”…

Tax Alert: Here We Go Again?

As readers of these Tax Alerts are aware, many tax proposals and “scares” emanate from Washington which cause much consternation, sometimes prophylactic, proactive tax planning, and yet in the end do not come to fruition. The current poster child being last year’s tax law legislation that continues to flounder on…

March Market Update: Are We There Yet? Not Quite

March’s Market Update explores current sentiment and capitulation trends within the S&P 500 and NASDAQ, and provides a guide to assessing current recession risks amidst soaring prices, a tightening Fed and continued geopolitical strife. Read the full March Market Update report here.   IMPORTANT LEGAL INFORMATION This material is for…

Wobegon Contrarians: Markets Post Geopolitical Shocks

There is a simple and popular investment narrative that has emerged from the fog of the Russian invasion of Ukraine: geopolitical events are good buying opportunities for risk assets because the hit to sentiment is short-lived and the domestic (U.S.) economic impacts of these events have proven to be limited….

February Market Update: Geopolitical Events’ Effect on the Markets

February’s Market Update examines the impact Russia and Ukraine have on markets as several themes emerge: commodities soar, flight to safe haven assets, exacerbation of inflation and challenges to the monetary policy. The status and subsequent valuations of the current equity market sell off, along with the current outlook for…

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