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Forbes Lists

#25
New Jersey
Source: Forbes.com (Awarded July 2024). Data compiled by SHOOK Research LLC based on time period from 12/31/22 - 12/31/23.
#13
New Jersey - South
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#95
Source: Forbes.com (Awarded July 2023). Data compiled by SHOOK Research LLC based on time period from 12/31/21 - 12/31/22.
#34
New Jersey
Source: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.

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Sep 15, 2024

Fed Rate Cut This Week: How Deep?

A Fed rate cut is a virtual certainty, but the size of the cut is still uncertain. Most easing cycles have ended in recession, but there are reasons for optimism.
Asset Summary
$567M
Total Value of Policies
As of Dec, 2023
$50K-10M
Typical Net Worth Of Relationships
As of Dec, 2023
$0
Min Account Size For New Business
As of Jun, 2023
$589M
Team Assets (Custodied)
As of Jun, 2023
$500K-20M
Typical Size Of Households
As of Jun, 2023