Webinars

James Lebenthal

Partner & Chief Equity Strategist

Economic & Market Updates Webinars

Q3 Economic & Market Outlook Webinar

In this webinar recording, our Investment Office discusses the resiliency of labor markets, earnings and economic growth, cooling inflation, and more.

James Lebenthal

Partner & Chief Equity Strategist

Economic & Market Updates Webinars

Q2 2023 Economic & Market Outlook

In this webinar recording, our Investment Office discusses inflation, economic growth, the banking crisis, and deciphering the signals from equity and fixed income markets.

James Lebenthal

Partner & Chief Equity Strategist

Webinars

Tax Basics: Your Individual Tax Return and Financial Goals

Everyone should feel empowered to learn the language of your individual tax return and how to incorporate this knowledge into your financial goals. Chris Arotin and Andres Terronez discuss how to get your taxes done and define key terms.

James Lebenthal

Partner & Chief Equity Strategist

Economic & Market Updates Webinars

Q1 2023 Economic and Market Outlook

In this webinar recording, our Investment Office discusses the path for inflation going forward, what’s in store for asset markets in 2023, and more.

James Lebenthal

Partner & Chief Equity Strategist

Webinars

What You Need to Know About the “For the 99.5% Act”

Speakers Paul McGloin, Jim Lebenthal, and Dana Foley discuss the “For the 99.5 Percent Act,” a bill introduced to the House in March, and how it will impact the estate and gift tax system in the U.S.

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.