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2nd Qtr 2017 Market Update Call for Investors

July 2017

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Berman Capital Advisors Named to 2017 Financial Times 300 Top Registered Investment Advisors

June 2017

We are pleased to announce that BCA has been chosen once again by the Financial Times as one of the top 300 Registered Investment Advisors in the U.S. We could not have accomplished this without the support of the families we work with, our incredible team, and all of BCA’s friends. Thank you all very much for your continued support.

Read the press release See the full list of winners here

1st Quarter 2017 Market Update

April 2017

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Berman Capital Advisors Q1 2017 Review and Outlook

April 2017

You have often heard us comment that quarter-end index returns masked market swings in the meantime. Not in the first quarter, when stocks set a record for days without a 1% move. Volatility stayed consistently low despite the new President's spate of executive orders, Congress' failure to repeal and replace Obamacare, the Fed's third interest rate hike and a sharp reversal in crude oil.

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4th Qtr 2016 Market Update Call for Investors

October 2016

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3rd Qtr 2016 Market Update Call for Investors

July 2016

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"Brexit" and the Financial Markets

June 2016

Markets have fallen sharply over the past week as investors have begun to worry about “Brexit” in earnest. Brexit (the amalgamation of British + Exit) refers to the possibility that U.K. citizens may vote to leave the Eurozone in an upcoming referendum. The referendum is actually not legally binding upon Parliament. However, it would create great uncertainty and throw European politics into turmoil.

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Berman Capital Advisors Named to 2016 Financial Times 300 Top Registered Investment Advisors

June 2016

We are pleased to announce that Berman Capital has been chosen once again by the Financial Times as one of the top 300 Registered Investment Advisors in the U.S. We could not have accomplished this without the support of the families we work with, the wonderful team we have here, and all of our friends of the firm. Thank you all very much for your continued support.

Read the press release See the full list of winners here

2nd Quarter 2016 Market Update Call for Investors

April 2016

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New Year Volatility

January 2016

Markets are volatile in the new year - how should clients cope?

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Energy and MLP Turmoil – Follow-Up

December 2015

2015 has been the annus horribilis for MLP investors, with the principal Alerian MLP Index down just over 40% through November. Price drops like this certainly prompt a reassessment of the thesis – is the market in an unjustified panic, or did our analysis take a very wrong turn? Compared to the recent past, fundamentals have turned more negative for MLPs – yet we believe the market reaction is far in excess of the facts on the ground.

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Replay: 3rd Quarter 2015 Market Update Call for Investors

November 2015

Berman Capital Advisors’ Chief Investment Officer, Russ Allen, discusses the current market environment and asset allocation given our market outlook.

See full presentation here Hear the full discussion here under "Meeting Resources"

Justin Berman Serves as Mentor

November 2015

Justin Berman helps foster care child, Lorenzo Mauldin, achieve his dream.

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3rd Quarter 2015 Market Update Call for Investors on Tuesday, October 27th, 2015

October 2015

Berman Capital Advisors’ Chief Investment Officer, Russ Allen, will discuss the current market environment and asset allocation given our market outlook. A question and answer session will follow.

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Update on MLP Investments

October 2015

In August, we wrote to you about falling oil prices and the consequent impact on MLPs / energy infrastructure. Since the time of our writing, oil has remained quite volatile but is actually about flat point to point. MLPs, on the other hand, have lately come under even more pressure, falling over 8% September 28-29 alone. Given that MLPs are generally considered safer than their associated commodities, investors want to know, "what is going on?"

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Recent Oil Market Tumult and MLP Investments

August 2015

Oil prices have taken investors on a wild and unpleasant ride as of late. Since last August, WTI (West Texas Intermediate) Oil has dropped by just over 50% as of the time of this writing. The initial round of selling took place in the second half of 2014, rebounded significantly, only to collapse again. Oil has now retraced to the old January lows below $45 a barrel.

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Berman Capital Advisors Q2 2015 Review

July 2015

As the second quarter began, investors worried about an apparent slowdown in the U.S. economy. However, it turns out the soft growth data was the result of bad weather, a port strike and a negative seasonal adjustment which was later reversed.

Despite the continuation of higher volatility that was experienced in 2013 and 2014, stocks have managed to stay in positive territory for the year. Equities have been aided by mildly improving economic data, continued easy monetary policy from global central banks, and high levels of merger and acquisition (M&A) activity. The S&P 500 has gone 914 days without a 10% correction, its third-longest run on record. European stocks have been able to push past renewed worries over Greece on the back of low valuations, improving data, and belief that the worst case scenario of a “Grexit” wouldn’t result in financial contagion.

Bond investors fared worse, with the Barclays Capital Long-Term Treasury Index dropping 4.7%. 2015 represents the first year in almost a hundred in which both the Dow Jones Industrials and long-term Treasuries fell during the first six months of a pre-election year (typically they are quite strong).

Read the full review here

Recent Market Turmoil

July 2015

Markets have been volatile the past couple of weeks as worries regarding Greece’s potential exit from the Eurozone and a bursting bubble in China’s stock market have come to the fore. After starting the second quarter in positive territory, the major indexes have all turned lower. The U.S., partly due to its status as a safer haven without an immediate negative catalyst, is only down 0.75% as of July 8th. Europe is lower by almost 3% (in USD), and the more volatile emerging markets are lower by almost 7%. These worries have been worsened by the trading halt the NYSE endured Wednesday. Let’s take each of these events in turn.

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The Greek Endgame

July 2015

Global markets are in turmoil today as the long-running Greek financial crisis is finally coming to a head. Despite the recent turmoil, for investors the negative impact of this seemingly never-ending crisis will likely be limited. Crucially, and unlike the 2011 crisis, Europe has likely done enough to prevent a broader financial contagion if there is a default. Contagion has always been the real issue, as Greece itself is a tiny part of the global economy.

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Berman Capital Advisors Named to 2015 Financial Times 300 Top Registered Investment Advisers

June 2015

We are pleased to announce that Berman Capital has been chosen by the Financial Times as one of the top 300 Registered Investment Advisors in the U.S. We could not have accomplished this without the support of the families we work with, the wonderful team we have here, and all of our friends of the firm. Thank you all very much for your continued support.

Read the press release See the full list of winners here

India Investment Thesis

May 2015

Russ Allen gives an update on Berman Capital’s India Investment Thesis.

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Berman Capital Advisors Q1 2015 Review

April 2015

As expected, volatility picked up in the equity markets in Q1. This increases the odds that hedged managers have a better relative performance in 2015. However, we still see equity exposure as favored overall. International developed markets such as Europe and Japan performed well in the quarter, and we are actively exploring increasing exposure to those markets which have lagged far behind the U.S. recovery. As we noted last quarter, while Europe and Japan are suffering from weak economies, we think their shared commitment to tackle deflation is a very significant positive.

Global growth remains slow and inflation is tightly controlled, so we stick by our stance that bonds will perform adequately in 2015, but beyond that, returns for interest-rate sensitive investments will likely be poor. We continue to see opportunities in niche credit opportunities where large banks have retrenched, leaving borrowers looking for an alternative.

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QE in Europe: Implications for Investors

February 2015

CIO Russ Allen discusses the European QE program recently announced by the ECB and its implications for investors.

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Justin Berman Serves as Mentor

September 2014

Justin Berman serves as mentor to Lorenzo Mauldin, foster care child and respected football player in the ACC.

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Justin Berman quoted in Bloomberg

August 2014

Justin Berman was recently quoted in Bloomberg. Read his thoughts about investing in non-performing loans

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Berman Capital Advisors Receives 2014 Best of Atlanta Award

April 2014

ATLANTA April 23, 2014 -- Berman Capital Advisors has been selected for the 2014 Best of Atlanta Award in the Financial Consultant category by the Atlanta Award Program.

Each year, the Atlanta Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and our community. These exceptional companies help make the Atlanta area a great place to live, work and play.

Various sources of information were gathered and analyzed to choose the winners in each category. The 2014 Atlanta Award Program focuses on quality, not quantity. Winners are determined based on the information gathered both internally by the Atlanta Award Program and data provided by third parties.

Best of Best

April 2014

Jill Asrael, Principal at Berman Capital Advisors attended the fifth-annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at the JW Marriott Desert Ridge, March 19 - 21 in Phoenix, AZ.

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Cybercrime Email

April 2014

Dear Clients: In an effort to assist in the fight against cybercrime, and keep your private information safe, we want to share some interesting information with you.

Many sites, including Gmail, were exposed to a bug called "Heartbleed". The Heartbleed bug allows information leaks from a key safety feature that is typically known to keep your online communication private when emailing, banking, shopping etc. As an example, one of our partners received an email from an impersonator of American Express with a hyperlink to a malware site.

Please be on high alert of suspicious emails from any source. It has also been advised that we all change passwords to sites listed in the CNN story in the link found below. Please do not change passwords to any sites that have not been cleared, or your new password will also be compromised. It is generally advised that passwords be at least nine characters and that they include a mix of upper- and lower-case letters and numbers.

We are happy to say that the "client login" link from www.bermancapital.com was not compromised, nor were the sites of our most common client custodians, Pershing and Schwab.

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Summer Update 2013

June 2013

As the heat of summer rolls in, we would like to update you on some happenings at Berman Capital. This fall, we will celebrate the third anniversary of our firm and thus far, we are proud of our efforts to live up to the ideals Justin had when he started BCA: independence, objectivity, transparency, and a best in class experience for all our clients. We are looking forward to moving even closer towards those ideals with some exciting changes in the firm.

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Goldman Backs Mullen in Rentals After Subprime Short

April 2013

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Featured Articles

February 2013

Berman was recently honored by having several articles featured in Worth's 2012 Leading Wealth Advisors, a special section in every edition of Worth. Worth is a publication serving high net individuals passionate about the stewardship of their wealth; its focus is on wealth creation and management, including entrepreneurship and investing as well as philanthropy, lifestyle and passion investing.

Worth Magazine - Setting up My Own Family Foundation

Worth Magazine - Higher-Yielding Investments

Worth Magazine - Changes in Tax Law

Defying Gravity

April 2011

While there are significant headwinds to the market, we remain constructively optimistic on the state of the equity markets for the next several years and recommend adding new money to the equity markets through actively managed long only managers.

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