Kovitz

Wrapping up this quarter's newsletter with the final installment! Jonathan Shapiro, one of our principals and key members of the investment team, delivers an in-depth recap of market movements and portfolio updates. Read More: https://hubs.ly/Q02TX-vQ0

In part two of our quarterly newsletter, Jason Petitte delves into the topic of artificial intelligence—but not with bold predictions. Instead, he emphasizes a timeless principle: whether AI proves to be a revolution or simply an evolution, the key to long-term financial success lies in maintaining discipline and avoiding overreactions. Insights | Kovitz Market Insights 3Q24 https://hubs.la/Q02TlcnK0

The latest edition of our quarterly newsletter has arrived! Kicking things off, Jesse Stumpf, our Director of Fixed Income, offers a fresh perspective on fixed income trends. Stay with us throughout the week for more valuable updates! Insights | Kovitz Fixed Income Commentary 3Q 2024 https://hubs.la/Q02Tlq180

It's award season, and we're thrilled to announce that Kovitz has been named to the Forbes List of Top RIA Firms for 2024! 🎉 For the second consecutive year, we've earned a spot on this prestigious list. This achievement makes us even more grateful to our incredible clients and dedicated teammates. Thank you for your continued trust and support! “We are incredibly honored to once again be recognized by Forbes as one of America’s Top RIA Firms. This recognition highlights our team's dedication, expertise, and the trust our clients place in us. We are thankful to our clients for their continued trust and our dedicated staff whose hard work and commitment have made this achievement possible.” Mitch Kovitz, CEO of Kovitz Read More: https://hubs.la/Q02SLwKk0

Exciting News! Fellow Focus Financial Partners firm, Fort Pitt Capital Group, has agreed to join Kovitz! This strategic combination will enable Fort Pitt to leverage Kovitz’s extensive suite of tools and expanded investment capabilities. By combining the strengths of both firms, we will continue to expand and enhance our capabilities, providing even greater value and expertise to our clients. The merger, expected to close in the fourth quarter of 2024 subject to customary closing conditions, marks the 7th Focus partner firm to join Kovitz this year. “We are thrilled to have this talented team join our firm and look forward to gaining access to even more capabilities and expertise for our own clients.” Mitch Kovitz, Co-Founder & CEO Read the full press release for more details. #Kovitz #FortPitt #Merger #Investment #FinancialPlanning #ClientFirst https://hubs.la/Q02R-4kd0

We are thrilled to announce that Kovitz has been named a Barron's Top 100 RIA for 2024, marking the sixth year in a row! 🎉 A heartfelt thank you to our incredible clients for their trust and support. This achievement wouldn't be possible without you. "We are immensely proud to be recognized by Barron’s for the sixth consecutive year. This achievement is a testament to our team's commitment to delivering outstanding service and investment solutions to our clients. Being included in this prestigious list again underscores the effectiveness and impact of our client-focused approach.” – Mitch Kovitz, Co-Founder & CEO Thank you for being part of our journey! #Kovitz #BarronsTop100 #RIA #ClientFocused https://hubs.la/Q02Q5tyx0

Kovitz is proud to announce its inclusion on Crain’s 2024 Best Places to Work in Chicago list for a third time. Thank you to our incredible team for making this achievement possible. Here’s to continued growth and success together! Check out our LinkedIn hiring page for openings to join this amazing team. Read the full Press Release to learn more about this exciting news. #bestplacestowork #hiring Crain's Chicago Business https://hubs.la/Q02PP-NB0

Celebrating our outstanding Q3 hires at Kovitz! A warm welcome to Mason Butler, Keshav Merchant, CFA, Alyssa Tacconelli, Kristen Remlinger, and Peter Schultz We’re excited to see the great things you'll achieve with us. Welcome to the Kovitz Team! #wealthmanagement #newhires

Reflecting on some of the incredible talent that joined Kovitz in Q2 of 2024! We're thrilled to have Angela Pitzer, Desiree Martinez, Shain Collins, Robert Adorno, and Varun Sanon on board. Your fresh perspectives and dedication are already making a difference. Stay tuned—we’ll be sharing our new Q3 talent next week! #wealthmanagement #newhires

Are you prepared for the sunset of the Tax Cuts and Jobs Act in 2025? The TCJA nearly doubled the gift and estate tax exclusions, presenting a unique opportunity for High Net Worth Individuals (HNWIs) to transfer more wealth. But with the exclusion set to expire soon, now is the time to act! Key questions to consider: 1. How will this impact my long-term goals? 2. What is the appropriate amount to transfer? Working with an advisor ensures you and your loved ones are well-prepared for the future. Get our Estate Planning & Tax Update to learn more now! https://hubs.la/Q02MKfhW0