Meet The Author James Lebenthal Partner & Chief Market Strategist Jim is the firm’s Chief Market Strategist and a Partner in the New York office. He has over twenty-five years of experience managing investment portfolios... Learn More
Estate Planning Integrating Opportunity Zone Investments and Estate Planning February 20, 2026 - As part of the Opportunity Zone program, Qualified Opportunity Funds can provide significant financial and tax benefits. At the same time, owners of these funds…
Cerity Partners Welcomes Verus Investments, Expanding Its Offering to Institutional and Wealth Clients February 11, 2026 - Cerity Partners announced a merger with Verus Investments, a leading institutional investment consulting firm with approximately $1.2 trillion in client assets. The combined firm will…
Economic and Market Outlooks Video: February 2026 Economic and Market Outlook February 3, 2026 - With January in the rearview mirror, Partner and Chief Markets Strategist Jim Lebenthal weighs the influence of positive market and economic forces, such as stimulus…