Welcome to Joel Isaacson & Co.

Joel Isaacson & Co. LLC is a leading independent wealth management firm in New York City—with the knowledge and resources to plan for our clients’ needs. For over 20 years, we have been providing comprehensive fee-only wealth management services to our clients. Our independence means that our focus is clearly on our clients’ best interests. We are not attached to any big institutional firms and we maintain our objectivity at all times to provide our clients with our best possible advice to help them achieve their personal and business goals.

Our difference: A unique combination of sophisticated planning, investment management and highly integrated tax strategies set Joel Isaacson & Co. apart from our competition.

The benefits to our clients are clear: We provide long-term, innovative wealth management and truly individualized personal service, year after year, from generation to generation.

Joel Isaacson & Co. is registered as an investment adviser with the Securities and Exchange Commission.


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Joel Isaacson & Co., LLC named Leading High Net Worth Advisor in March 2016
Joel Isaacson was recognized as a leading high net worth advisory firm.  Firms that were eligible focus on financial and retirement planning and a great majority of the clientele fall into the high net worth demographic channel.   Important Disclosure Information

 

 

Isaacson Update & Special Reports

Market Update - Summer 2017

2017 has proved to be a very positive one for global stock markets to date, and the second quarter was no exception. Through June 30th, developed foreign stock markets were up 13.8%. Emerging-market and larger-cap U.S. stocks gained 18.4% and 9.3% respectively. Bonds also delivered solid returns in the quarter.

As we look back over the first half of the year, one of the most notable items is how steadily markets have risen, despite ongoing political uncertainty and geopolitical tumult. We believe this serves as a good reminder that over the long term, financial assets are priced and valued based on their underlying economic fundamentals —not on transitory macroeconomic or political events.

Looking ahead, we know there will inevitably be shorter-term market surprises, including negative ones. Given the high level of complacency we’ve witnessed in the markets so far this year, it is reasonable to think stocks could potentially be vulnerable to a negative surprise. This is why it’s more important than ever to take a long-term investment view when it comes to positioning our portfolios. While there has seemed to be little need for diversified portfolios over the past eight years of a U.S. equity bull market, history teaches that this cycle will turn too and the portfolio benefits of diversified strategies  will then be apparent. Moreover, market over-reactions to shorter-term news or outcomes can create compelling longer-term investment opportunities for us, and great stock- and bond-picking opportunities for our managers.

As always, we appreciate your confidence and welcome questions about your individual portfolio or financial situation.