Economic and Market Outlooks What’s On Our Minds October 6, 2025 - With federal employment data sources dark during the government shutdown, estimates from ADP and Revelio suggest modest September payroll gains of roughly 38,000, consistent with… Joseph Matus, Principal
Individuals and Families How High-Net-Worth Families Pay for College October 6, 2025 - High-net-worth families can often afford college outright, but thoughtful planning turns tuition into a strategic opportunity. From 529 plans and trusts to insurance and gifting… Dan Donofrio, Partner
Estate Planning The Power of Substitution October 2, 2025 - The grantor trust is a popular estate planning tool that allows assets to be removed from an estate while still being taxed to the grantor.… Paul Chmielewski, Partner
Economic and Market Outlooks Video: October 2025 Economic & Market Outlook October 1, 2025 - “Giddy” isn’t a word we usually associate with Partner and Chief Equity Strategist Jim Lebenthal. However, in this Monthly Outlook, he shares some of the signs…
Family Office Webinar Recording: Tax Optimization and Thoughtful Wealth Planning for Liquidity Events September 23, 2025 - A liquidity event—whether from a business sale, IPO, merger, or other transaction—creates a unique opportunity to design plans that minimize tax exposure and shape a…
Estate Planning Estate Planning Tax Strategies with the One Big Beautiful Bill Act September 22, 2025 - The One Big Beautiful Bill Act extended the 2017 tax cuts set to expire at the end of 2025, but several new tax provisions were… Paul Chmielewski, Partner
Corporations Fixing 401(k) Failures: The Benefits of NQDC Plans September 17, 2025 - Nonqualified deferred compensation plans are often thought of as a “nice to have” for executives, but in the right situation they can play a key… Angie Morrison, Partner
Economic and Market Outlooks Video: September 2025 Economic & Market Outlook September 5, 2025 - The numbers for this month indicate that above-average economic growth and below-average unemployment may continue. However, there might still be cause for concern: Hear why…
Individuals and Families How AI Is Affecting the Global Economy September 2, 2025 - Artificial intelligence (AI) is designed to replicate and augment human intelligence by training machines to think and learn like humans. The concept has been around… Ben Pace, Partner & Chief Investment Officer
Individuals and Families Tax-Aware Investing with Long-Short Equity Strategies August 26, 2025 - Once the domain of hedge funds, long-short equity strategies have gained traction among a wider range of investors thanks to their growing availability through separately… Chase Norcini, Senior Associate
Individuals and Families Opportunity Zones Under the One Big Beautiful Bill Act August 25, 2025 - Originally enacted as part of the Tax Cuts and Jobs Act of 2017, Opportunity Zones (OZs) were created to channel private capital into economically distressed… Joseph Matus, Principal
Estate Planning How to Manage Financial Matters After the Death of a Loved One August 18, 2025 - When a loved one passes, it can feel like the world has caved in around you. If you are overwhelmed, it may be of some…
Individuals and Families The Vintage Advantage: Collecting Luxury Goods August 13, 2025 - Vintage, or pre-owned, luxury goods—including rare watches, handbags, and couture clothing—are surging in popularity. Natalia Tchetchoulina, Partner
Corporations How Business Owners Can Profit From Qualified Small Business Stock August 5, 2025 - Qualified Small Business Stock (QSBS) offers one of the most powerful tax incentives for entrepreneurs, investors, and employees in the United States and has been… Joshua Norman and Michael Bryan
Economic and Market Outlooks Video: August 2025 Economic & Market Outlook August 1, 2025 - We’ve reached the second half of 2025. Will the drama that attended the first half of the year be worth it? Here’s why Jim Lebenthal…
Individuals and Families How High-Net-Worth Families Pay for College October 6, 2025 - High-net-worth families can often afford college outright, but thoughtful planning turns tuition into a strategic opportunity. From 529 plans and trusts to insurance and gifting…
Economic and Market Outlooks Video: October 2025 Economic & Market Outlook October 1, 2025 - “Giddy” isn’t a word we usually associate with Partner and Chief Equity Strategist Jim Lebenthal. However, in this Monthly Outlook, he shares some of the signs…
Estate Planning The Power of Substitution October 2, 2025 - The grantor trust is a popular estate planning tool that allows assets to be removed from an estate while still being taxed to the grantor.…
