Back to Estate Planning Insights What You Need To Know About the “For the 99.5% Act” Paul McGloin April 14, 2021
Meet The Author Paul McGloin Partner Paul is the Chief Planning Officer and a Partner based in Texas. He has over twenty-five years of experience in helping families create and optimize... Learn More
Economic and Market Outlooks What’s on Our Minds This Week? April 28, 2025 - Diversification has long helped manage portfolio risk, but recent inflation and fiscal challenges reveal the limitations of the traditional 60/40 stock-bond portfolio and the need…
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.
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…