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Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 5:30pm

Hub Wealth Strategies

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Needham, MA
Hub Wealth Strategies

Confidence
Empowerment
Freedom Yan Katz and Brian McGrath Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS).

Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. HUB WEALTH STRATEGIES LLC is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of

The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. CA Insurance License Number - 0G82761. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. DG 2/18/25
/COMPLIANCE:2024-132/

05/29/2026

Building wealth is important. Protecting it is equally important.

A thoughtful financial plan brings together savings, insurance, and investments into a coordinated strategy designed to support both today’s goals and tomorrow’s opportunities.

05/28/2026

𝗠𝘆 𝗳𝗮𝘁𝗵𝗲𝗿 𝗰𝗮𝗺𝗲 𝘁𝗼 𝘁𝗵𝗶𝘀 𝗰𝗼𝘂𝗻𝘁𝗿𝘆 𝘄𝗶𝘁𝗵 𝗻𝗼𝘁𝗵𝗶𝗻𝗴.

He was an immigrant who built a business, sold it, and joined me at the fund we started together in 2007.

When he passed in late 2008, around the Lehman collapse, our last conversation had been about nothing important. There was no business succession plan. There was no personal estate plan after he remarried. He left this country the same way he arrived in it, with nothing.

What he did leave was the seed of a story. I want that story to be a lesson so that my clients never have to learn the hard way.

05/27/2026

Inflation accelerated in April, with the Consumer Price Index (CPI) rising 0.6% for the month and 3.8% over the past 12 months, according to the U.S. Bureau of Labor Statistics. Core inflation, which excludes food and energy, rose 0.4% in April and 2.8% over the past year.

Much of the increase was driven by higher energy costs, as the energy index climbed 3.8% in April alone and is now up 17.9% year-over-year. Shelter costs also remained elevated, rising 0.6% for the month, while food prices increased 0.5%, reflecting ongoing pressure on household budgets.

The recent surge in inflation has been heavily influenced by rising oil prices tied to the ongoing conflict involving Iran. Brent crude oil prices jumped from roughly $70 per barrel before the conflict to as high as $118 in April, driving up gasoline, airfare, and transportation-related costs across the economy. Gasoline prices have risen about 28.4% over the past year, while airline fares increased 20.7%, illustrating how higher energy prices continue to ripple through many areas of consumer spending.

Economists warn that inflationary pressures may persist if global energy markets remain unstable. Continued disruptions in the Strait of Hormuz - a key shipping route for global oil supplies - have kept fuel prices elevated, creating additional strain for consumers already dealing with higher everyday expenses.

Sources:
https://www.bls.gov/news.release/cpi.nr0.htm
https://www.cnbc.com/2026/05/12/inflation-breakdown-for-

05/26/2026

🧭 Entrepreneurs crave flexibility - but structure is what delivers it.

When business, personal, and estate plans align, every decision reinforces the next.
Clarity turns ambition into actionable progress.

💬 Let's talk about a framework that supports both business growth and personal independence for you.

- 𝗬𝗮𝗻 𝗝. 𝗞𝗮𝘁𝘇
𝘔𝘢𝘯𝘢𝘨𝘪𝘯𝘨 𝘗𝘢𝘳𝘵𝘯𝘦𝘳 | 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘈𝘥𝘷𝘪𝘴𝘰𝘳
HUB Wealth Strategies
📍160 Gould Street | Suite 310 | Needham, MA
📲 781.292.3282
💻 www.HUBwealthstrategies.com
👉 Schedule: bit.ly/42DWFwQ

05/21/2026

Why I left the hedge fund world.

I was running a fund with my father in 2008 when he passed away unexpectedly.

There was no business succession plan. There was no estate plan. The six months that followed were the hardest stretch of my professional life.

I decided I wanted to do something bigger than raising money. I wanted to protect families from going through what mine went through.

That is what brought me to financial planning.

05/19/2026

The U.S. labor market continued to show resilience in April as nonfarm payrolls increased by 115,000 jobs, beating economist expectations, while the unemployment rate held steady at 4.3%. Job growth was led by gains in healthcare, transportation and warehousing, and retail trade, although federal government employment continued to decline.

Despite concerns surrounding rising energy costs and global uncertainty tied to the Iran conflict, the labor market has so far remained stable. Economists noted that the latest report showed “no signs of a downturn just yet,” with the economy continuing to add jobs at a modest but steady pace. However, some warning signs remain, including weak consumer sentiment and fears that higher inflation and slowing demand could eventually pressure hiring activity later this year.

Sources:
https://www.bls.gov/news.release/pdf/empsit.pdf
https://www.ft.com/content/245e5c30-0a0b-43cd-b4b5-13f023c0b42d?syn-25a6b1a6=1

05/18/2026

💡 For successful business owners, taxes are often the largest recurring expense.

For that reason, proactive planning - not year-end reactions - creates more flexibility.

Integrating business structure with personal strategy can uncover meaningful opportunities.

Let’s bring clarity and structure to your financial future.

- 𝗬𝗮𝗻 𝗝. 𝗞𝗮𝘁𝘇
𝘔𝘢𝘯𝘢𝘨𝘪𝘯𝘨 𝘗𝘢𝘳𝘵𝘯𝘦𝘳 | 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘈𝘥𝘷𝘪𝘴𝘰𝘳
HUB Wealth Strategies
📍160 Gould Street | Suite 310 | Needham, MA
📲 781.292.3282
💻 www.HUBwealthstrategies.com
👉 Schedule: bit.ly/42DWFwQ

05/14/2026

In this short clip, Yan J. Katz shares his personal experiences of business loss and the lessons learned from his father about perseverance and hard work, ultimately leading to a well-planned retirement.

View the complete video here: https://youtu.be/Wz2J6S6V934

05/12/2026

Markets will always surprise us.

Not because they’re irrational - but because they’re complex, dynamic, and influenced by forces no one can fully control or consistently forecast.

That’s why real financial planning isn’t about prediction. It’s about preparation.

A thoughtful strategy accounts for uncertainty. It builds in flexibility. It prioritizes resilience over guesswork- so that when conditions change, your plan doesn’t.

The goal isn’t to be right about the future.
It’s to be ready for it.
***

05/11/2026

🕒 The difference between a good business exit and a great one often comes down to preparation.

Understanding valuation drivers, tax implications, and buyer readiness takes time.

A proactive plan helps position your business - and your wealth - for future success.

Let's connect to explore your next step.

- 𝗬𝗮𝗻 𝗝. 𝗞𝗮𝘁𝘇
𝘔𝘢𝘯𝘢𝘨𝘪𝘯𝘨 𝘗𝘢𝘳𝘵𝘯𝘦𝘳 | 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘈𝘥𝘷𝘪𝘴𝘰𝘳
HUB Wealth Strategies
📍160 Gould Street | Suite 310 | Needham, MA
📲 781.292.3282
💻 www.HUBwealthstrategies.com
👉 Schedule: bit.ly/42DWFwQ

Address

160 Gould Street, Suite 310
Needham, MA
02494

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm

Website

http://www.hubwealthstrategies.com/

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