Incentive Stock Options Should You Consider Exercising ISOs Now? May 24, 2022 - While tech stocks have had a challenging start to 2022, this environment could present an opportunity for you to take advantage of their incentive equity.
Tax Strategies Biden Green Book Proposals May 26, 2022 - The Green Book contains the Administration’s policy tax and budget policy goals for the coming year. This year’s Green Book proposes significant changes to the current estate tax planning regime.
Corporations Executive Financial Counseling: Planning to Protect Your Life’s Work September 28, 2021 - An engaging look into a corporate benefit that is designed to ease the life of senior executives while helping organizations recruit and retain top talent who will help them thrive.
Estate Planning Four Steps to Take When You Inherit an IRA January 27, 2021 - Whether you inherit an IRA from a spouse or non-spouse, there are important steps to execute as an heir and details to address along the way.
Economic and Market Outlooks What’s on Our Minds July 20, 2026 — June’s Consumer Price Index fell 0.4% as a 23% drop in WTI crude oil prices combined with unusually broad-based cooling in core inflation and encouraging producer price data to dampen 2026 rate-hike expectations, leaving futures markets pricing the Federal Open Market Committee on hold in July with a roughly two-thirds chance of a September hike.
Corporate Venture Capital Startups Should Not Wait to Hire CFOs July 15, 2026 — In our experience having funded more than 200 startups as of the second quarter of 2026, venture-backed businesses often treat the CFO hire as a late-stage milestone — something to tackle after finding product-market fit, upon raising growth stage equity as implied by a Series B or Series C Preferred financing, or once the team scales past a certain headcount.
Individuals and Families Tax Challenges Every Business Operating in Multiple States Must Navigate July 14, 2026 — Expanding a business across state lines opens new markets and growth opportunities, but it also introduces a complex web of tax obligations that can catch even well-run companies off guard.
Economic and Market Outlooks What’s on Our Minds July 13, 2026 — As capital in the AI trade rotates from hyperscalers to the memory-chip makers benefiting from their spending, surging AI-driven demand has sent memory prices and stocks soaring—raising the question of whether this marks a lasting shift for the historically cyclical memory industry or just another boom destined to bust.
Individuals and Families The Tax Drag Hiding in Your Long-Term Financial Plan July 9, 2026 — You’ve saved diligently. You have an IRA, a 401(k), and maybe an annuity. But there are decisions embedded in common retirement account structures that many people don’t realize until it’s too late.
Corporations Process Over Outcomes: What Plan Fiduciaries Need to Watch in the Second Half of 2026 July 7, 2026 — Plan sponsors are simultaneously confronting heightened cybersecurity and distribution-fraud risk, SECURE 2.0’s Roth catch-up requirements, and an ERISA litigation environment increasingly focused on process and meaningful benchmarking.
Economic and Market Outlooks What’s on Our Minds July 6, 2026 — Through the first half of 2026 the S&P 500 rose another 10%, extending a gain of over 100% since late 2022 that has been driven primarily by strong earnings growth rather than valuation expansion—a trend analysts expect to continue and one that suggests the bull market still has momentum.
Economic and Market Outlooks Second Quarter 2026 Review and Third Quarter 2026 Economic and Market Outlook July 6, 2026 — Global markets stabilized in the second half of 2026 as easing Middle East tensions, resilient economic growth, and strong AI-driven investment offset lingering inflation concerns.
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 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.
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, the 10-year Treasury yielding 4.43%, oil down roughly 35% from April highs amid a US–Iran stability deal, and projected second-quarter GDP growth of 3.0%. The main risk to watch will be how markets test new Federal Reserve Chair Kevin Warsh.
Economic and Market Outlooks Second Quarter 2026 Review and Third Quarter 2026 Economic and Market Outlook July 6, 2026 - Global markets stabilized in the second half of 2026 as easing Middle East tensions, resilient economic growth, and strong AI-driven investment offset lingering inflation concerns.
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,…
Individuals and Families Tax Challenges Every Business Operating in Multiple States Must Navigate July 14, 2026 - Expanding a business across state lines opens new markets and growth opportunities, but it also introduces a complex web of tax obligations that can catch…