Back to Individuals and Families Insights You Just Got a Refund Check from Your Child’s College. Now What? Paul D’Elia April 29, 2020
Meet The Author Paul D’Elia Partner Paul is a Partner in the New York office and has more than ten years of experience in the industry specializing in company benefits, income... Learn More
Estate Planning How to Pass Down Prized Jewelry, Art, and Cars May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures.
Individuals and Families 5 Mistakes Athletes Make with Name, Image, and Likeness Income May 29, 2025 - The Name, Image, and Likeness (NIL) era has transformed collegiate athletics, but that opportunity comes with responsibility. Learn how to avoid five common mistakes.
Economic and Market Outlooks Video: June 2025 Economic & Market Outlook June 2, 2025 - Markets have rebounded, and recession risks have eased—Jim Lebenthal weighs in on what investors should watch in this market outlook.