Economic and Market Outlooks Webinar Recording: Q2 2025 Market & Economic Outlook May 16, 2025 - Watch our Investment Office’s timely assessment of recent market volatility and economic uncertainty. This quarter’s market update assesses the economic landscape before and after the… Tom Cohn, Amita Schultes and James Lebenthal
Business Owner Advisory 5 Ways Small Business Owners Can Help Protect Themselves from Tariffs May 14, 2025 - With headlines dominated by tariffs and trade policy shifts, small & mid-size business owners are on edge. Learn 5 ways to protect your small business… Shannon Jenkins, Partner
Economic and Market Outlooks What’s On Our Minds This Week May 13, 2025 - Falling oil prices amid ongoing trade tensions and recession fears may ease inflation, support consumer confidence, and allow the Fed to prioritize boosting employment through… Ben Pace, Partner & Chief Investment Officer
Estate Planning 10 Ways to Protect the Wealth You Have Built May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to… Paul Chmielewski, Partner
Economic and Market Outlooks Video: May 2025 Economic & Market Outlook May 1, 2025 - Partner and Chief Equity Strategist Jim Lebenthal explores how Trump’s “Liberation Day” tariffs may continue to play out in the markets and their impact on… James Lebenthal, Partner & Chief Equity Strategist
Economic and Market Outlooks On-Demand Webinar: Recession Risks, Tariffs, and Where Opportunity Remains April 29, 2025 - Apollo Global Management Partner and Chief Economist Torsten Slok joins Jim Lebenthal to discuss the economy, tariffs, and where there may still be opportunity in today’s market. James Lebenthal, Partner & Chief Equity Strategist
Individuals and Families Financial Planning Opportunities in a Down Market April 24, 2025 - In times of economic uncertainty, discussing options with your financial advisor is important. Explore planning opportunities from Cerity Partners.
Economic and Market Outlooks First Quarter 2025 Review and Outlook April 7, 2025 - In the first quarter of 2025, global markets were marked by uncertainty due to President Trump’s protectionist tariffs, which led to a significant correction in… Ben Pace and Joseph Matus
Economic and Market Outlooks Is It Time to Panic? (Spoiler Alert: No, It Is Not) April 3, 2025 - Tariffs and policy uncertainty have spooked investors, but good outcomes for the markets and economy are more probable than you might think. James Lebenthal, Partner & Chief Equity Strategist
Cross-Border Planning A Personal Finance Guide for U.S. Expats Living in Germany March 26, 2025 - Living in Germany as a U.S. citizen comes with unique financial challenges. This guide covers key topics, including cross-border planning, investment strategies, retirement accounts, and… Andrejs Pilajevs, Principal
Estate Planning Estate Planning During Times of Market Volatility March 25, 2025 - Market volatility isn’t just a challenge—it’s an opportunity. From gifting strategies and GRATs to Roth conversions and tax-loss harvesting, downturns can create unique financial planning… Paul Chmielewski, Partner
Individuals and Families From Courts to Cash: How Women Athletes and Women’s Sports Are Changing the Game March 20, 2025 - Women’s sports are experiencing unprecedented growth, fueled by rising viewership, increased sponsorships, and expanding financial opportunities for athletes. This article explores the economic shift underway… Kim Curtis, Partner
Individuals and Families How Do Tariffs Impact the Economy? March 18, 2025 - Could tariffs trigger a global trade war or tilt us into a recession? In this Insight, we explore the investment implications of recent tariffs and… Ben Pace, Partner & Chief Investment Officer
Economic and Market Outlooks On Recent Market Volatility: Recession, Tariffs, and DOGE: Where Is the U.S. Headed? March 14, 2025 - You're not alone if you’re concerned about the economy and your finances. News site headlines and chyrons scrolling across cable TV channels probably aren’t helping,…
Estate Planning What Is “One Big, Beautiful Bill” and What Does It Have to Do With Estate Planning? March 12, 2025 - The potential expiration of 2017 tax cuts has created uncertainty around estate tax planning. Our latest Insight explores how the proposed “one big, beautiful bill”… Paul Chmielewski, Partner
Business Owner Advisory 5 Ways Small Business Owners Can Help Protect Themselves from Tariffs May 14, 2025 - With headlines dominated by tariffs and trade policy shifts, small & mid-size business owners are on edge. Learn 5 ways to protect your small business…
Estate Planning 10 Ways to Protect the Wealth You Have Built May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…
Economic and Market Outlooks Webinar Recording: Q2 2025 Market & Economic Outlook May 16, 2025 - Watch our Investment Office’s timely assessment of recent market volatility and economic uncertainty. This quarter’s market update assesses the economic landscape before and after the…
