Webinar Recording: Q4 2025 Market & Economic Outlook Tom Cohn James Lebenthal Amita Schultes November 12, 2025
Meet The Author Tom Cohn Partner & Chief Solutions Officer Tom Cohn is the Chief Solutions Officer and a Partner based in the New York office. With over twelve years of experience in investment management,... Learn More
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
Meet The Author Amita Schultes Partner Amita is a Partner in the New York office, managing Cerity Partners OCIO client portfolios. She is also a member of the Cerity Partners OCIO... Learn More
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.
Economic and Market Outlooks 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,…
Individuals and Families 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…