Estate Planning IPO Windfall: How to Incorporate Charitable Giving Into Your Financial Plan April 25, 2019 - Your lock-up period for selling shares from an IPO is ending and you’re about to receive a significant windfall – how can you incorporate charitable…
Estate Planning Qualified Small Business Stock: A Powerful Tax Planning Opportunity November 9, 2022 - Qualified Small Business Stock is one of the most powerful, but often overlooked, tax planning opportunities. Principal Michael Syer summarizes the requirements and benefits of…
Corporations Small Business Owners: An Agile Approach to Successful Cash Management August 23, 2023 - SMEs, often regarded as the backbone of the U.S. economy, face a pressing concern: cash flow management. This article delves deep into understanding the importance…
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…
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…