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 - Winter 2017

2016 proved to be tumultuous on many fronts. It began with a double-digit plunge in stock markets and ended with a six-week equity rally. Fears of rising interest rates and the political surprises of the Brexit vote and Donald Trump’s victory spilled over into financial markets during the year. Amid the tumult, global stocks overall performed well. U.S. stocks again took the lead, with larger-cap U.S. stocks gaining 11.8% and smaller-cap U.S. stocks surging 21.6%. Developed international stocks returned just 2.7% in U.S.-dollar terms. European stocks in particular continued to face headwinds, falling 0.4% on the year. In both cases, the strength of the U.S. dollar weighed on returns.

The overall U.S. bond market gained 2.5% for the year. But that hid a 3.2% tumble during the fourth quarter, as rising interest rates resulted in the worst quarterly performance for bonds in 35 years. Expectations for rising inflation, along with the Federal Reserve’s December decision to raise interest rates for the first time since August 2015, further contributed to falling bond prices.

In constructing globally diversified portfolios, there will be periods of time when comparisons to more concentrated portfolios and/or specific assets seem unfavorable as asset classes that are temporarily out of favor weigh on overall results. While some areas of the markets delivered strong performance this year, others faltered. Since no one can predict ahead of time which market sectors will do well, or for how long, it pays to own a wide selection of investments with attractive and differing risk and return drivers.

If you would like to discuss recent market events or have questions specific to your financial situation, please do not hesitate to contact us.