Economic and Market Outlooks What’s on Our Minds At the halfway point of 2026, our Investment Office now sees the Iran war’s energy price spike as slowing progress on inflation, finds its views on strong corporate earnings and growing AI investment holding up well, and is waiting to learn whether new Fed Chair Kevin Warsh leans hawkish or dovish.
Individuals and Families Trump Accounts: What Every Parent Needs to Know A Trump Account is a new type of tax-advantaged savings account created under the federal tax code meant to give every American child a long-term financial foundation. If you have a minor child, it’s worth taking a few minutes to learn how a Trump Account works and decide whether opening one fits your family’s plan.
Estate Planning Integrating Opportunity Zone Investments and Estate Planning As part of the Opportunity Zone program, Qualified Opportunity Funds can provide significant financial and tax benefits. At the same time, owners of these funds must be knowledgeable about the estate-planning aspects of their investment.
Individuals and Families Trump Accounts: What Every Parent Needs to Know A Trump Account is a new type of tax-advantaged savings account created under the federal tax code meant to give every American child a long-term financial foundation. If you have a minor child, it’s worth taking a few minutes to learn how a Trump Account works and decide whether opening one fits your family’s plan.
Individuals and Families Private Placement Life Insurance The concept behind PPLI is simple: by investing inside a life insurance policy, you take advantage of the favorable tax treatment granted to life insurance. Learn more.
Incentive Stock Options The Post-IPO Lockup Playbook for Equity Holders If you’re an employee or equity holder of a company undergoing an IPO, your shares may be your single largest financial asset. With several major IPOs on the horizon at companies like SpaceX, OpenAI, and Anthropic, your decisions over the next six to 18 months could alter the course of your after-tax finances for the rest of your life.
Family Office Webinar Recording: Tax Optimization and Thoughtful Wealth Planning for Liquidity Events A liquidity event—whether from a business sale, IPO, merger, or other transaction—creates a unique opportunity to design plans that minimize tax exposure and shape a lasting legacy. Watch our webinar to learn more.
Corporations Establishing Sound Retirement Plan Governance As a retirement plan sponsor, you are responsible for administering the plan and making all material plan decisions. This basic framework helps you conduct overall plan decision-making in an efficient and procedurally due-diligent manner.
Individuals and Families Splitting Retirement Accounts in Divorce When going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any divorce proceeding, since, after the marital home, they often represent the largest category of marital assets to be divided in a divorce settlement.
Cross-Border Planning A Personal Finance Guide for US Expats Living in Canada Canada is an appealing destination for successful Americans: It has a high quality of life, stunning scenery, and a culture that feels familiar yet refreshingly different. But the financial picture that comes with a move to Canada is genuinely complex in ways that catch even sophisticated people off guard.
Economic and Market Outlooks Video: July 2026 Economic and Market Outlook July 1, 2026 - In our July outlook, Partner and Chief Market Strategist Jim Lebenthal describes broadly healthy financial conditions, including the S&P 500 up 8% year to date,…
Cerity Partners Expands into Oregon After Merger with Cordant Wealth Partners July 1, 2026 - Cerity Partners announced that it has merged with Cordant Wealth Partners, an Oregon-based Registered Investment Adviser specializing in financial planning and investment management. Cordant Wealth…
Individuals and Families Trump Accounts: What Every Parent Needs to Know July 2, 2026 - A Trump Account is a new type of tax-advantaged savings account created under the federal tax code meant to give every American child a long-term…