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Economic and Market Outlooks

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…

Estate Planning

The Sunset is Not Worth Waiting For

April 5, 2024 - Estate Tax Planning Strategies in 2024: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts…

Kim Curtis

Partner

Individuals and Families

How to Become a Snowbird in Retirement – 7 Tips to Help You Prepare

April 10, 2024 - Transitioning into a snowbird lifestyle during retirement requires planning and readiness. Explore invaluable tips to help you prepare.

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Dustin Ribergaard

Principal

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Stephanie Bellisario

Principal

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: June 2026 Economic and Market Outlook

June 3, 2026 - In his June outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the contradiction between the stock market hitting record highs amid significant global headwinds like…

Incentive Stock Options

The Post-IPO Lockup Playbook for Equity Holders

June 12, 2026 - 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…

Incentive Stock Options

Own Stock in a Company Planning an IPO? Here’s Answers to FAQs

May 22, 2026 - Following headlines of imminent IPOs at prominent technology companies, such as SpaceX and OpenAI, employees and private market investors are looking to maximize their potential…

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