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
By Topic What’s on Our Minds August 3, 2026 - Following last week's FOMC rate hold—another "hawkish pause" with three dissents—the press conference left investors wanting clearer insight into both forward guidance and the Fed's… Joseph Matus, Principal
By Topic What’s on Our Minds July 27, 2026 - US Strategic Petroleum Reserve withdrawals have helped stabilize oil markets during Strait of Hormuz disruptions, but with over 100 million barrels already drawn and disagreement… Joseph Matus, Principal
By Topic Webinar Recording: Q3 2026 Market & Economic Outlook July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This… James Lebenthal and Amita Schultes
By Topic Startups Should Not Wait to Hire CFOs July 15, 2026 - In our experience having funded more than 200 startups as of the second quarter of 2026, venture-backed businesses often treat the CFO hire as a… Scott Lenet, Partner
By Topic Tax Challenges Every Business Operating in Multiple States Must Navigate July 14, 2026 - Expanding a business across state lines opens new markets and growth opportunities, but it also introduces a complex web of tax obligations that can catch… Carrie A. Grey and Joshua Norman
By Topic The Tax Drag Hiding in Your Long-Term Financial Plan July 9, 2026 - You’ve saved diligently. You have an IRA, a 401(k), and maybe an annuity. But there are decisions embedded in common retirement account structures that many… Darrick Priester, Partner & Director of Risk Management
By Topic Process Over Outcomes: What Plan Fiduciaries Need to Watch in the Second Half of 2026 July 7, 2026 - Plan sponsors are simultaneously confronting heightened cybersecurity and distribution-fraud risk, SECURE 2.0’s Roth catch-up requirements, and an ERISA litigation environment increasingly focused on process and… Ty Parrish, Partner
By Topic Second Quarter 2026 Review and Third Quarter 2026 Economic and Market Outlook July 6, 2026 - Global markets stabilized in the second half of 2026 as easing Middle East tensions, resilient economic growth, and strong AI-driven investment offset lingering inflation concerns. Ben Pace and Joseph Matus
By Topic Trump Accounts: What Every Parent Needs to Know July 2, 2026 - A Trump Account is a new type of tax-advantaged savings account created under the federal tax code meant to give every American child a long-term…
By Topic 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,… James Lebenthal, Partner & Chief Market Strategist
By Topic A Personal Finance Guide for US Expats Living in Canada June 16, 2026 - Canada is an appealing destination for successful Americans: It has a high quality of life, stunning scenery, and a culture that feels familiar yet refreshingly… Elizabeth Dawson, Partner
By Topic How to Be a Board Observer June 12, 2026 - The norms in venture capital have changed over the last several decades. As a result, it’s not abnormal for professional venture capitalists to assume a… Scott Lenet, Partner
By Topic 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…
By Topic Video: June 2026 Economic and Market Outlook June 3, 2026 - In his June outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the contradiction between the stock market hitting record highs amid significant global headwinds like… James Lebenthal, Partner & Chief Market Strategist
Economic and Market Outlooks 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…
Economic and Market Outlooks Webinar Recording: Q3 2026 Market & Economic Outlook July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…
Economic and Market Outlooks Second Quarter 2026 Review and Third Quarter 2026 Economic and Market Outlook July 6, 2026 - Global markets stabilized in the second half of 2026 as easing Middle East tensions, resilient economic growth, and strong AI-driven investment offset lingering inflation concerns.