GenTrust in the News

We are happy to share media coverage or other news items relevant to GenTrust and the interests of our clients.

CNBC Worldwide Exchange

GenTrust: The AI boom has delivered so far, but we don’t want to be overweight equities

Suzanne Peck Joins GenTrust as First President

Bloomberg: The Close

Dow average touches 40k before pulling back

CNBC Worldwide Exchange

Duff: Inflation is still driving markets, policy, and the economy

Wall Street Journal

Nasdaq Reaches Record to Start Week

Barron’s: The Big Q

That Happy Couple Is Splitting Up. What Financial Advisors Tell Them.

Commercial Observer

Cracks Appear in Once Sturdy Market for Collateralized Loan Obligations

America’s Top 1,200 Financial Advisors by State

What could cause an 'immaculate correction' of rates, inflation

TheStreetPro PODCAST: The Fixed-Income Perspective with GenTrust's Jim Besaw

Barron's Advisor

What Could Go Wrong With Markets in 2024

Wall Street will try to maintain year-end momentum in the final week of 2023

Four Tips to Keep Your Wealth Transfer on Track

Elena Hernández joined Bloomberg News to discuss the effects of rates across various markets.

Some of the trillions parked in cash may trickle back in to stocks now that the market’s rallying

GenTrust recognized as one of America’s Top RIA Firms as published in Forbes

CNBC Squawk Box

GenTrust’s Mimi Duff explains why she’s underweight on stocks

The Wall Street Journal

Investors Head Into Fall With Jitters After Summer Rally

Mimi Duff joins the Alpha Exchange podcast with host, Dean Curnutt.

Fidelity for Wealth Managers

Great being featured in this video that captures how Fidelity for Wealth Managers has helped our multi-family office strike the balance between managing growth and great service to our clients.

CNBC: Closing Bell

The market has not priced in a recession yet

GenTrust's George Perez Recognized Once Again in Barron's 2023 Top Advisor Rankings by State

Financial Times

Beyond 60/40: Balancing risk, not asset classes

Mimi Duff says "Inflation Picture is Priced to Perfection"

GenTrust in the CNBC 2023 Investing Playbook

GenTrust Recognized in Forbes America's Top RIA Firms

The Wall Street Journal

Dow Slips Again After Entering Bear Market

There’s a Talent Shortage. How Advice Firms Are Stretching Their Resources

Dreaming of a Big Inheritance? Just Don’t Build Your Retirement Around It.

GenTrust Adds Kudu Investment Management as Strategic Investor

Financial Planning

Talking about inflation raises prices. Here's how financial advisors can address the "I" word

GenTrust's, George L. Perez, has been named to the list of 2022 Top Financial Advisors in the U.S. by Barron's

The Weekly Journal

2022 economic perspectives: Not out of the woods yet but slowly making way

Big Changes, Big Questions: Handicapping Market Risk in 2022

Puerto Rico's growth potential and its investing opportunity across industries

Hurricane Season Is in Full Swing. It’s Not Too Late for Advisors to Make an Emergency Plan

GenTrust apuesta a crecer de la mano del inversionista del patio

Congratulations to George L. Perez, who was recently named to Barron's Advisor Top 1,200 Financial Advisor list

Urgen las mujeres a tomar control de su bienestar financiero

News is my Business (NIMB)

GenTrust Puerto Rico empowers women to be proactive in financial management

For GenTrust, baseball is just the beginning

The Most Overlooked Clients in Wealth Management

GenTrust's George Perez Recognized in Barron's 2020 Top Financial Advisors by State

$2.4bn Miami RIA opens office in Puerto Rico

News archive