Back to Investing Insights Q2 2022 Review and July Outlook Ben Pace Tom Cohn James Lebenthal July 14, 2022
Meet The Author Ben Pace Executive Committee Ben is the Chief Investment Officer and a Partner in the New York office. He leads the firm’s Investment Committee and is a member of... Learn More
Meet The Author Tom Cohn Executive Committee Tom is the Chief Solutions Officer and a Partner in the New York office. He has over ten years of experience in various investment management... Learn More
Meet The Author James Lebenthal Client Advisory Jim is the firm’s Chief Equity Strategist and a Partner in the New York office. He has over twenty-five years of experience managing investment portfolios... Learn More
Economic & Market Update Reshoring for Resilience: Building Strength, Stability, and Prosperity in a Multipolar WorldIn an increasingly multipolar world, reshoring has emerged as a vital strategy for businesses seeking to fortify their operations against disruptions and capitalize on localized…
Economic & Market Update The Debt Ceiling: Where We Are, Where We’re HeadedThe U.S. Treasury is approaching the limit of its borrowing capacity, and if the debt ceiling is not raised soon, the government may face a…
Economic & Market Update Weekly Investment PerspectivesEquity markets continue to surprise to the upside as fears of recession subside amid stronger-than-expected manufacturing production, steady consumer demand and positive earnings news.
Financial Planning Cash is Back: Exploring Alternatives to Traditional Bank AccountsWith the recent rise in short-term interest rates, cash has re-emerged as a viable asset class for portfolio construction. In March, 3 Month Treasury Bills…
Investing 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…