Corporations Is Your Business Sellable? July 6, 2022 - Many owners run their businesses without an exit plan in mind. Then when the time comes to sell, they find out that the way they’ve…
Business Owner Advisory How To Protect Profit Margins Heading into a Recession August 18, 2022 - As economic indicators continue to reinforce signs of recession, business owners should start thinking vertically about operational processes and procedures. This article outlines how business…
Cerity Partners Announces Merger with Covenant Partners April 1, 2026 - Cerity Partners has announced that it has merged with Covenant Partners LLC, a boutique wealth management firm based in Nashville, Tennessee. The partnership marks Cerity…
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…
Individuals and Families What the Iran Conflict Means for Your Portfolio March 2, 2026 - The recent events in Iran introduced considerable uncertainty to the trajectory for global economies and financial markets. As is typical with geopolitical issues in the…