Tony Maddalena began working in financial services in 1988 and has spent his entire career in wealth management at Morgan Stanley and its predecessor companies. He provides wealth management solutions to high net worth individuals, family trusts, corporations and not-for-profit entities. Tony is a graduate of Fordham University and holds a BA and master’s degree in international political economy. He has completed the Senior Account Executive program at the University of Pennsylvania’s Wharton School.
Which decides investors’ reactions to financial market questions more: economics or emotion?
In uncertain times, having a reliable investment discipline to rely on can be very comforting to investors. We are firm believers, however, that over time there are characteristics that are consistent with bull markets and bear market conditions. The discipline we ourselves follow can be summed up in three basic rules: Don’t fight the Fed. […]
Is the S&P really the best “default” place in which to invest assets?
With over 60 years of combined experience in the markets, we have surely seen a number of trends come and go. Styles constantly come in and out of favor, but a real investment “discipline” is what endures. Consider that it was only a few years ago when investors of all types, from the largest institutions […]
What matters in the markets today?
After spending much of the past 30 years collaborating to manage client assets, we would like to think that our shared vision of what matters in the markets today is as valid as it was back in the late 1980’s, following the October 1987 stock market crash. Mark Twain is credited with having coined the […]
