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 .   

 

 

Isaacson Update & Special Reports

Market Update - Fall 2016

Despite uncertainties, including a U.S. presidential campaign that has unfolded as the most unconventional in recent memory, the S&P 500 Index rose almost 4% in the third quarter. Volatility remained at low levels through July and August. In September, stock investors registered high anxiety, with markets rising and falling sharply in response to any oil-related headlines and any suggestion of interest rate hikes. European stocks outperformed the S&P 500 for the third quarter. They still trail U.S. stocks for the year. Emerging-markets have been particularly striking, up 17% for the year. Yields on U.S. 10-year Treasuries rose to as high as 1.75% during the quarter on worries over central bank policies, but the Federal Reserve’s decision not to raise interest rates in September soothed markets. A December rate rise is still on the table, and markets remain attuned to this possibility.

Successful investing requires the discipline to resist trading on emotion, focusing instead on long-term drivers. Even in an economy such as the U.S., equities have fallen at least 10% every 16 months on average since 1950. Bear markets (20% or greater declines) in the U.S. have happened about every seven years on average. In most cases you can’t predict what the cause of the volatility will be or exactly when it will hit. Even if you could successfully call it, you’d need to also successfully time your re-entry so as not to miss out on the subsequent gains—and do so consistently and repeatedly over an investment lifetime. That is not realistic, which is why our investment approach is based on a range of potential outcomes and a longer-term time frame.