On December 15th, the Wall Street journal released excerpts of their recent interview with Joel Isaacson and two other fee only advisors. The goal was to get their input on the investment climate today and for the year ahead. As we know from our own experiences with our chief investment officer, Joel’s steady and pragmatic advise is based in the long term approach of dealing with volatility and changing market conditions. Read More.
A Message from Joel Isaacson
“We have a special relationship with our clients where they look at us as their Family CFO.”
Winter 2020 (707.3 KiB)
Fall 2019 (849.8 KiB)
Summer 2019 (1.3 MiB)
Fall 2018 (513.9 KiB)
Joel Isaacson & Co., LLC named Top Firm by AUM as published in Accounting Today, June 2020
Economic Discussion with Liz Ann Sonders, hosted by Joel Isaacson & Co. – Webinar recording available!
We hope you enjoyed our webinar held on June 24th with Liz Ann Sonders, Senior Vice President & Chief Investment Strategist at Charles Schwab & Co., Inc.
Liz Ann addressed the state of the current market and economy, recent actions taken by the Federal Reserve and Congress, as well as overall investor sentiment.
For those of you who may have missed it or would like to view it again, please contact your advisor or send email to JICO_Admins@joelisaacson.com for a link to the webinar recording.