Investment Advisory's Lee Gordon and Brian Shevitz quoted in three articles in Crain's June 25 Executive Guide: Wealth Management

Senior Managing Director Lee Gordon discusses equity exposure and the value of investing in U.S. stocks of well-run firms offered at a reasonable price in the article "Stocks Shine for Long-Term." He's also quoted in the article "Cash Tricky to Manage in Low Rate Environment," on how he advises his clients to keep cash equal to about 10%-20% of a portfolio and the importance of not liquidating another investment to get cash. In the article "Real Estate Offers Opportunities, Risks," Senior Managing Director Brian Shevitz talks about the good opportunities available in distressed real estate and how it might be a good time for individual investors to invest in second or third homes that have low overhead costs (such as assessments, club costs or taxes), which may be hard to offload in times of stress. View the full guide here.