Insights

Barrett CIO, Amy Kong: US Markets; Talk of Recession – July 28th, 2022

Investment Management Perspective: Geopolitical Impact on Volatility (March 2022)

Amy Kong, Barrett CIO, Offers Approach to Current Treasury Yields and Rebalancing Portfolios – August 31st, 2021

Amy Kong, Barrett CIO, Shares Outlook on Q2 Earnings, Inflation & Market Valuations – August 13th, 2021

Amy Kong, Barrett CIO, Shares Thinking on Micro Cap Stocks and Inflation – June 3rd, 2021

Amy Kong, Barrett CIO, Offers an Outlook on Inflation – May 17th, 2021

Barrett CIO, Amy Kong, Discusses Big Tech Earnings, Valuations and Ecosystem - April 30th, 2021

Barrett CIO, Amy Kong, Shares Perspective on Future of Traditional Banking – April 13th, 2021

Barrett CIO, Amy Kong, Shares View on Biden's Plan, Markets and Opportunities – April 1st, 2021

Barrett CIO, Amy Kong, Discusses Impact of 5G Rollout – March 9th, 2021

Barrett CIO, Amy Kong, Offers Perspective on Policy and Markets – February 24th, 2021

Quoted In The Press – January 2021

Barrett CIO, Amy Kong, Starts to See Growth Outperform Value– January 25th 2021

Quoted In The Press – January 2021

Barrett CIO, Amy Kong, Shares View on Market Valuation and Stimulus – December 21st 2020

Quoted in The Press - December 2020

Quoted in The Press - December 2020

Barrett CIO, Amy Kong, Discusses Markets Reactions to News of Vaccine - November 30th 2020

Barrett CIO, Amy Kong, Shares Thinking on Market Growth As Uncertainty Persists – November 6th 2020

Barrett CIO, Amy Kong, Shares Perspectives on Market Volatility – October 19th 2020

Barrett CIO, Amy Kong, Shares Perspectives on Market Volatility – September 8th 2020

Quoted In The Press – July 2020

Barrett CIO, Amy Kong, Shares Perspectives on Market Valuations – July 20th 2020

Barrett CIO, Amy Kong, Shares Perspectives on Market Volatility — June 19th 2020

Barrett CIO, Amy Kong, Shares Thinking on Powell’s Recent Commentary – May 13th 2020

Barrett CIO, Amy Kong, Shares Perspectives on Market Volatility – March 24th 2020

Quoted In The Press – March 2020

Investment Management Perspective: Coronavirus (Feb 2020)

2018 Tax Law Summary (March 2018)

Bitcoin (January 2018)

Identity Theft: “Stop Thief, Freeze!” (September 2017)

Active vs. Passive Investing (March 2017)

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• 90 Park Avenue, 34th Floor
• New York, NY 10016
• (212) 983-5080
• (212) 953-3240 (Fax)

• Our Founding
• Team
• Investment Philosophy
• Investment Management
• Wealth Management
• Investment Outlook

• Insights
• Industry Recognition
• News
• Contact Us
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• Form CRS
• ADV Part 2

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