News & Insights

As part of our differentiated service, we share with our clients commentary about the markets and other matters that impact wealth management, as well as news about our firm and the industry.

Podcasts

2024

January 25

Sunset of the Tax Cuts and Jobs Act (TCJA): Part 2, Income Tax

By Rick Simonetti & Chris Tate

January 25, 2024

2023

December 19

Sunset of the Tax Cuts and Jobs Act (TCJA): Part 1, Estate Tax

By Rick Simonetti & Chris Tate

December 19, 2023

2023

November 14

Bonds are Back! Introducing Our Tax-Aware Fixed Income (TAFI) Strategy

By Chris Gunster & Matt Michaels

November 14, 2023

2023

October 26

Life Insurance: Benefits & Possibilities

By Barry Flagg, Rick Simonetti & Matt Ellis

October 26, 2023

2023

September 20

Why You Should Care About Tax-Optimized Beta

By Matt Michaels & Neale Ellis

September 20, 2023

2023

June 28

Dramatic Changes in the Tax Landscape

By Matt Ellis & Rick Simonetti

June 28, 2023

2023

June 21

Nobody Likes to Talk About Life Insurance... You Ought to Be.

By Barry Flagg & Matt Ellis

June 21, 2023

2023

May 25

P&C Insurance - Rising Rates, How to Be Proactive

By Jessica Green & Rick Simonetti

May 25, 2023

2023

March 16

Addiction and Mental Health & the Impact on Family

By Dr. Barry Reiman & Matt Michaels

March 16, 2023

2023

February 17

Appreciating and Onboarding In-laws

By Dave Specht & Paul Ayotte

February 17, 2023

2023

February 01

Raising Children with Batteries Included

By Dave Specht & Paul Ayotte

February 01, 2023

2023

January 27

Determining Content & Conducting Effective Family Meetings

By Dave Specht & Paul Ayotte

January 27, 2023

2022

November 01

Health Insurance Individual Enrollment

By Josiah Allis & Rick Simonetti

November 01, 2022

2022

November 01

Medicare Open Enrollment

By Josiah Allis & Rick Simonetti

November 01, 2022

In The News

February 20, 2024

Financial Advisor Magazine

Advisors Recommend Buying Bonds Now, Before Rate Cuts

January 05, 2024

Yahoo! Finance

TREASURIES-Yields whipsaw following 'dismal' ISM report; 10-year dips below 4%

January 05, 2024

Nasdaq

TREASURIES-Yields rise following strong jobs report, 10-year moves past 4%

January 05, 2024

MarketScreener

TREASURIES-Yields whipsaw following 'dismal' ISM report; 10-year dips below 4%

January 05, 2024

XM

Yields rise following strong jobs report, 10-year moves past 4%

January 04, 2024

Nasdaq

TradeTalks with Jill Malandrino

December 19, 2023

Tampa Bay Business Journal

Tampa's Fidelis Capital CEO lays out route to $2B in assets under management

December 11, 2023

Dallas Business Journal

Fidelis Capital CEO expects firm to double AUM to $2B next year

December 07, 2023

Dallas Business Journal

Fidelis Capital, specializing in suddenly 'sexy' bonds, approaches $1B in assets

December 01, 2023

Schwab Network

"The Watch List" with Nicole Petallides

November 17, 2023

Microsoft Start

TREASURIES - 10-year Treasury yield briefly hits 2-month low; curve inversion deepens

November 17, 2023

Yahoo! Finance

TREASURIES - 10-year Treasury yield briefly hits 2-month low; curve inversion deepens

November 17, 2023

Nasdaq

TREASURIES - 10-year Treasury yield briefly hits 2-month low; curve inversion deepens

November 17, 2023

Japan Reuters

TREASURIES - 10-year Treasury yield briefly hits 2-month low; curve inversion deepens

November 16, 2023

Forbes Advisor

About To Inherit A Big Sum? Here Are Some Steps to Prepare

November 01, 2023

CNBC Your Money

Op-ed: Fixed income is back in the spotlight. Here’s how investors can take advantage

October 12, 2023

Barron's

30-Year Treasuries Had an Ugly Auction. What’s Behind the Weak Demand.

October 09, 2023

Wealth Management

Top RIAs on The Current Investing Climate: Fidelis Capital Partners

September 15, 2023

Buy Side from WSJ

What’s Better: CDs, Money-Market Funds or Treasury Bills?

September 11, 2023

Bloomberg

Wealth Manager Fidelis Hires Bank of America Exec to Oversee Bond Investing

September 19, 2023

Citywire RIA

BofA Private Bank fixed income head exits for indie RIA

September 11, 2023

Wealth Management

Wealth Manager Fidelis Hires Bank of America Exec to Oversee Bond Investing

September 12, 2023

Florida's Business Observer

Tampa wealth management firm lures Bank of America executive

September 12, 2023

FundFire

Indie Wealth Advisor Adds Another BofA Exec as Partner

September 12, 2023

Family Wealth Report

Who's Moving Where In Wealth Management – Ameriprise, Fidelis

September 05, 2023

Barron's

$4.5 Billion Private Banker Team Joins RIA Founded by Wells, BofA Alums

September 08, 2023

Washington Business Journal

Local Bank of America wealth managers defect to upstart boutique firm, set up D.C. office

September 06, 2023

Tampa Bay Business Journal

Tampa's Fidelis Capital raises $10M, recruits $4.5B adviser team from Bank of America

September 05, 2023

InvestmentNews

$4.5B team from Bank of America Private Bank joins RIA

September 06, 2023

Citywire RIA

$4.5bn BofA Private Bank team goes indie with advisor-owned RIA

September 05, 2023

WealthManagement.com

$4.5B Bank of America Private Bank Team Joins Fidelis Capital

September 05, 2023

Financial Planning

Citing high turnover, $4.5B Bank of America team decamps for RIA

September 05, 2023

Financial Advisor Magazine

Fidelis Lures $4.5B Team From Bank Of America For D.C. Office

September 06, 2023

Financial Advisor IQ

$4.5B BofA Private Bank Team Joins Fidelis to Escape 'Constant Turnover’

September 06, 2023

FundFire

Fidelis Capital Brings In $4.5 Billion Breakaway Team

September 06, 2023

FAMILY WEALTH REPORT

Fidelis Capital Brings In $4.5 Billion Breakaway Team

August 10, 2023

Wealth Management

How Advisors Can Manage Portfolio Risk in a Frothy Market

July 03, 2023

CNBC

As banks fail and yields stagnate, here are safe places for investors to store cash

June 12, 2023

Investment News

New bull market doesn’t take recession off the table

June 12, 2023

Partnership Annoucement

Fidelis Capital Partners with Domain Capital Group to Add Timber Assets to Alternative Investment Portfolio

May 10, 2023

Barrons

The Impact of the Regional Bank Crisis Isn’t Over, Finance Pros Say. What to Watch Next.

March 25, 2023

CNBC

Thinking of moving your primary residence to a tax-advantaged state? Take these steps

March 28, 2023

nasdaq

Direct Indexing: Effective at Taking Advantage of Volatility

December 08, 2022

BARRON'S

Is Starting an RIA in a Qualified Opportunity Zone Right for You?

October 27, 2022

Barron's

Feeling Squeezed by a Shrinking Portfolio and Rising Debt Costs? Financial Pros Share Advice.

September 28, 2022

WealthManagement.com

Florida Firms Brace for Hurricane Ian

August 22, 2022

Barron's Weekly Roundup

Double breakaway. It’s not every day that teams from rival wirehouses exit to launch an independent wealth management firm

August 16, 2022

Dallas Business Journal

Former private bankers from Wells Fargo, Bank of America form Fidelis Capital

August 16, 2022

Tampa Bay Business Journal

Former 'big bank' competitors team-up to launch Tampa firm

August 16, 2022

ThinkAdvisor

BofA, Wells Fargo Veterans Launch RIA

August 16, 2022

Financial Advisor IQ

Wells, BofA Private Bankers Set Up Fidelis Capital

August 16, 2022

GLOBAL FINTECH SERIES

Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America

August 15, 2022

Barron's

Advisors With $6 Billion Exit Wells, BofA to Open Independent Wealth Firm

August 15, 2022

PR Newswire

Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America

August 15, 2022

WealthManagement.com

Two Teams From Rival Private Banks Overseeing $6B Launch RIA

August 15, 2022

Investment News

Private bankers from Wells Fargo, BofA form RIA

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