Back to Individuals and Families Insights 5 Things to Do in a Down Market Stephen Klingler March 23, 2023
Meet The Author Stephen Klingler Principal Stephen is a Principal in the Indianapolis office. He partners with individuals to advise and assist on the topics of investment management and financial, tax... Learn More
Estate Planning How to Pass Down Prized Jewelry, Art, and Cars May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures.
Individuals and Families 5 Mistakes Athletes Make with Name, Image, and Likeness Income May 29, 2025 - The Name, Image, and Likeness (NIL) era has transformed collegiate athletics, but that opportunity comes with responsibility. Learn how to avoid five common mistakes.
Economic and Market Outlooks Video: June 2025 Economic & Market Outlook June 2, 2025 - Markets have rebounded, and recession risks have eased—Jim Lebenthal weighs in on what investors should watch in this market outlook.