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Ralph Coutant

Senior Principal

By Topic

Diversification Strategies for AI Concentration Across Asset Classes

October 8, 2026 - AI-linked companies now represent roughly half of S&P 500 market capitalization. And the concentration doesn’t stop at the technology sector.

Ralph Coutant, Senior Principal

Ben Pace and Joseph Matus

By Topic

Third Quarter 2026 Review and Fourth Quarter 2026 Economic and Market Outlook

October 7, 2026 - Looking into Q4 and beyond, AI-related capital investment and fiscal support should help sustain global growth, while stubborn inflation, tighter monetary policy, and elevated rates…

Ben Pace and Joseph Matus

Joseph Matus

Principal

By Topic

What’s on Our Minds

October 5, 2026 - Despite a volatile September marked by Middle East conflict driving oil and diesel prices higher, a Fed rate hike, and rising long-term Treasury yields, the…

Joseph Matus, Principal

James Lebenthal

Partner & Chief Market Strategist

By Topic

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

James Lebenthal, Partner & Chief Market Strategist

Andrejs Pilajevs

Senior Principal

By Topic

Frequently Asked Questions About Wealth and Tax Planning for International Entrepreneurs

September 24, 2026 - A growing number of international entrepreneurs are building companies that require a presence in the United States. For these founders, the move brings a distinct…

Andrejs Pilajevs, Senior Principal

Natalia Tchetchoulina

Partner

By Topic

Donor-Advised Funds: A Powerful and Flexible Tool for Charitable Giving

September 23, 2026 - A donor-advised fund is a charitable giving account established with a sponsoring organization that allows individuals and families to support charitable causes they care about…

Natalia Tchetchoulina, Partner

Scott Lenet

Partner

By Topic

Driving High Performance Corporate Venture Investment Committees

September 16, 2026 - Over a decade ago, a friend of our firm became a founding partner of a small corporate venture capital fund (“CVC”) for a company with…

Scott Lenet, Partner

Joshua Norman and Jason Hill

By Topic

Invested in a Qualified Opportunity Zone? A Tax Bill Is Due December 31, 2026

September 15, 2026 - If you deferred gains in a Qualified Opportunity Fund, any you haven’t yet recognized will be treated as income on your 2026 return—regardless of whether…

Joshua Norman and Jason Hill

James Lebenthal

Partner & Chief Market Strategist

By Topic

Video: September 2026 Economic and Market Outlook

September 3, 2026 - Partner and Chief Market Strategist Jim Lebenthal shares our September outlook on the financial markets and economy, expressing optimism for the remainder of the year…

James Lebenthal, Partner & Chief Market Strategist
By Topic

The Difference Between Financial Advisors at Registered Investment Advisers and Broker-Dealers

September 1, 2026 - A key decision when engaging a financial advisor is based on understanding which legal structure they operate under. There are two main types of wealth…

Daniel Nolan

Partner & Vice Chairman

By Topic

How Executives Can Mitigate Single-Stock Risk With Tax Efficiency

August 18, 2026 - For executives of public companies, a large source of wealth is derived from stock options, performance shares, restricted stock, and other stock-based compensation. In these…

Daniel Nolan, Partner & Vice Chairman

By Topic

Frequently Asked Questions About California’s 2026 Billionaire Tax

August 14, 2026 - California’s proposed 2026 Billionaire Tax Act is a one-time wealth tax that voters will decide in November 2026. If you have a net worth at…

Scott Lenet

Partner

By Topic

How Should Corporations Get Paid For Helping Startups?

August 12, 2026 - One of the top myths in entrepreneurship is that startups and large corporations are enemies locked in an endless war. The conventional wisdom is that…

Scott Lenet, Partner

By Topic

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal

Partner & Chief Market Strategist

By Topic

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

James Lebenthal, Partner & Chief Market Strategist

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Dustin Ribergaard

Principal & Client Experience Director

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Ben Pace and Joseph Matus

Economic and Market Outlooks

Third Quarter 2026 Review and Fourth Quarter 2026 Economic and Market Outlook

October 7, 2026 - Looking into Q4 and beyond, AI-related capital investment and fiscal support should help sustain global growth, while stubborn inflation, tighter monetary policy, and elevated rates…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

Ralph Coutant

Senior Principal

Individuals and Families

Diversification Strategies for AI Concentration Across Asset Classes

October 8, 2026 - AI-linked companies now represent roughly half of S&P 500 market capitalization. And the concentration doesn’t stop at the technology sector.

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