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: December 2025 Economic and Market Outlook December 3, 2025 - There’s been recent volatility in the equity markets, reflecting multiple concerns, including a possible AI bubble. But as Partner and Chief Equity Strategist Jim Lebenthal…
Economic and Market Outlooks Should Investors Fear an AI Bubble? November 20, 2025 - Investment bubbles have formed countless times in the history of financial markets. Their creation is not the primary cause of concern—the manner in which they…
Individuals and Families Is the Stock Market Overvalued? What Investors Can Do December 2, 2025 - The last few years have been a good time for U.S. equity investors. But lately, people are questioning if we’re in another stock market bubble…
