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.

Joel Isaacson & Co., LLC Named to Forbes Top 50 Wealth Managers
Forbes, citing the continued growth of the RIA market segment, has named Joel Isaacson & Co., LLC to it Top 50 list. Read More

 

 

Isaacson Update & Special Reports

Consistently Unpredictable

More than six years removed from the financial crisis, we remain in an environment defined by big-picture macroeconomic issues (central bank policy, levels of growth, the dynamics of debt, etc.). While the U.S. economy has recovered from its lows, it is not thriving. Other economies are weaker (Europe and Japan) or decelerating (many emerging markets). And while these or other considerations are often important drivers of investment results, at least over the shorter term, they are unknowable—or more precisely, they are consistently unpredictable.

Focusing on what we know (or can reasonably analyze) is particularly important today. Statements and actions of global central bankers, for instance, continue to exert a powerful influence on financial markets. The Federal Reserve, which has been an important driver of U.S. stock market returns during the modest economic recovery, has reached an important turning point as it has recently ended its program of unprecedented monetary stimulus. The key question on investors’ minds now is when will rates inevitably rise? We’d put this and other similar variables in the “unknowable/unpredictable” bucket. That doesn’t mean that we don’t pay attention to big-picture macroeconomic developments—obviously, we do—but we are by no means trying to predict the next Fed move or the next monthly economic data point.

On a microeconomic level, many issues are more predictable and can be addressed strategically. Whether it is analyzing the benefits of using appreciated securities for your charitable intentions, managing your tax bracket efficiently, understanding the benefits of a college savings plan or handling your retirement plan required minimum distributions properly; we hope you find the articles in our fall newsletter of interest.