Estate Planning Why State Taxes Matter in Estate Planning November 11, 2024 - On January 1, 2026, the federal estate tax exemption amount is scheduled to automatically decrease from $13.99 million per person (in 2025) to approximately $7 million per person in 2026.
Economic & Market Update November 2024 Economic & Market Outlook Ben Pace James Lebenthal Amy Lange Joseph Matus | November 8, 2024
Family Office Family Charters: A Guiding Light for Managing Family Businesses and Other Property October 11, 2024 - Jointly-owned family property, like a business or vacation home, can create family tension. To keep the peace, Partner Pierre duPont suggests creating a family charter.
Economic & Market Update Fourth Quarter 2024 Outlook October 10, 2024 - Entering the fourth quarter, markets are digesting the Fed’s first rate cut in four years, labor market supply and demand are returning to equilibrium, inflation is resuming its downward trend, and solid consumption is continuing to power economic growth. Amid this new phase of the economic cycle, equity markets are poised to continue their strong performance even as they broaden out into previously unloved sectors.
Behavioral Finance Don’t Panic About the Election! (Do This Instead) October 4, 2024 - Instead of worrying about the election results, our investment, taxation, and estate planning specialists offer constructive steps you may want to consider.
Weekly Investment Insights - Friday Briefing Who’s Talking Now? September 27, 2024 — An end-of-week digest exploring the latest headline-making events, offering forecasts on how they may influence financial markets.
Economic & Market Update September 2024 Economic & Market Outlook September 6, 2024 — Our September Outlook analyzes the latest trends in labor markets, inflation, and equity performance. With the Federal Reserve’s policy shifts and evolving market conditions, we explore what these developments mean for investors and their portfolios.
Economic & Market Update Economic Slowdown Not Likely the Beginning of a Recession August 5, 2024 — Explore our latest commentary on the recent economic slowdown and its implications. Despite weaker employment reports and market volatility, we analyze why this may not signal the start of a recession. Learn about the Federal Reserve’s potential rate cuts and other contributing factors.
Economic & Market Update August 2024 Economic & Market Outlook August 2, 2024 — The August Outlook examines the U.S. economy’s steady growth amid still strong, but slowing job and wage increases. The outlook also covers global economic developments, including European growth challenges, Japan’s domestic demand rise, and China’s ongoing economic adjustments, with a focus on how these factors influence monetary policies and market trends.
Economic & Market Update Second Quarter 2024 Review and Forecast July 3, 2024 — The soft-landing scenario is showing signs of becoming a reality as the U.S. economy appears to be slowing just enough to revive dormant disinflationary forces but not enough to provoke fears of recession. While headline inflation has resumed its march toward the 2% target, the Federal Reserve awaits further confirmation of progress, especially in the stickier shelter and services components, before initiating rate cuts.
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Individuals and Families 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Estate Planning A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…
