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 April 27, 2026 — Strong March retail data, bolstered by low unemployment and tax refunds, suggests US consumers are absorbing the energy price shock from the Iran war without significantly pulling back on broader spending.
Individuals and Families Financial Planning for DINK (Dual Income, No Kids) Households April 21, 2026 — Without the high costs of raising children, DINK couples have more disposable income to spend on discretionary items, travel, and hobbies. As a result, financial planning must reflect their needs and, in some cases, provide creative solutions.
Economic and Market Outlooks What’s on Our Minds April 20, 2026 — Despite conflicting reports on the Strait of Hormuz’s status, its effective closure is disrupting global energy flows, driving up demand for US oil exports and pushing domestic energy prices higher.
Economic and Market Outlooks What’s on Our Minds April 13, 2026 — Surging gas prices drove a hot CPI print, and while the downstream economic impacts of inflation—from shipping to airfare—are mounting, offsetting factors like strong employment and higher tax refunds may help cushion consumers.
Economic and Market Outlooks First Quarter 2026 Review and Second Quarter 2026 Economic and Market Outlook April 6, 2026 — The Iran conflict has upended a relatively stable start to 2026, triggering energy-driven inflation, financial market volatility, and a more cautious stance from central banks. As higher commodity prices ripple through the global economy, growth expectations have softened, policy flexibility has narrowed, and asset performance—from equities to bonds and currencies—remains highly sensitive to prolonged geopolitical instability.
Individuals and Families Don’t Let Tax Penalties Catch You by Surprise April 6, 2026 — Whether you file your return by April 15 or choose to extend it, one thing does not change: Your tax liability is still due on April 15. Failing to understand that distinction is one of the most common and costly mistakes taxpayers make.
Economic and Market Outlooks Video: April 2026 Economic and Market Outlook April 1, 2026 — In his April outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the war in Iran as the dominant concern for financial markets and the global economy. He addresses two key topics: the importance of clients communicating with their advisors about risk management and the long-term need to reduce global dependence on Persian Gulf energy supplies.
Economic and Market Outlooks What’s on Our Minds March 30, 2026 — Rising inflation, fiscal deficits, and geopolitical pressures have driven stocks and bonds into positive correlation, potentially undermining their long-standing role as mutual portfolio hedges.
Individuals and Families 10 Things Business Owners Should Know Before Getting a Divorce March 26, 2026 — Divorce is always a major life transition, but for business owners it can be especially complex. Your company is not just a source of income: It may also be your largest asset, your identity, and your long-term financial plan.
Economic and Market Outlooks Webinar Recording: Economic Outlook Amid Global Uncertainty March 25, 2026 — Join members of the Investment Office for a timely discussion on market volatility, private credit, and artificial intelligence.
Individuals and Families Don’t Let Tax Penalties Catch You by Surprise April 6, 2026 - Whether you file your return by April 15 or choose to extend it, one thing does not change: Your tax liability is still due on…
Economic and Market Outlooks First Quarter 2026 Review and Second Quarter 2026 Economic and Market Outlook April 6, 2026 - The Iran conflict has upended a relatively stable start to 2026, triggering energy-driven inflation, financial market volatility, and a more cautious stance from central banks.…
Individuals and Families Financial Planning for DINK (Dual Income, No Kids) Households April 21, 2026 - Without the high costs of raising children, DINK couples have more disposable income to spend on discretionary items, travel, and hobbies. As a result, financial planning must reflect their needs and,…