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James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: September 2026 Economic and Market Outlook

September 3, 2026 - Partner and Chief Market Strategist Jim Lebenthal shares our September outlook on the financial markets and economy, expressing optimism for the remainder of the year…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

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,…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: June 2026 Economic and Market Outlook

June 3, 2026 - In his June outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the contradiction between the stock market hitting record highs amid significant global headwinds like…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: May 2026 Economic and Market Outlook

May 6, 2026 - In his May outlook, Partner and Chief Market Strategist Jim Lebenthal discusses the healthy skepticism he’s seeing regarding equity markets at all-time highs. He also…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Webinar Recording: Q2 2026 Market & Economic Outlook

May 5, 2026 - Join our Investment Office for a review of the key market trends we witnessed in the first quarter and our outlook for what may lie…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: April 2026 Economic and Market Outlook

April 1, 2026 - In his April outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the war in Iran as the dominant concern for financial markets and…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Webinar Recording: Economic Outlook Amid Global Uncertainty

March 25, 2026 - Join members of the Investment Office for a timely discussion on market volatility, private credit, and artificial intelligence.

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: March 2026 Economic and Market Outlook

March 4, 2026 - While 2026 has so far brought unsettling market volatility and mixed signals from former leaders like Microsoft, Amazon, and Meta, Partner and Chief Market Strategist…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Individuals and Families

What the Iran Conflict Means for Your Portfolio

March 2, 2026 - The recent events in Iran introduced considerable uncertainty to the trajectory for global economies and financial markets. As is typical with geopolitical issues in the…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

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…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Webinar Recording: Q1 2026 Market & Economic Outlook

January 29, 2026 - Join our Investment Office for a timely discussion on the key forces shaping markets as growth steadies and policy shifts take the spotlight. This quarter’s…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: January 2026 Economic and Market Outlook

January 5, 2026 - As the new year dawns, Partner and Chief Equity Strategist Jim Lebenthal reviews the accuracy of our 2025 expectations before looking ahead. What did we…

James Lebenthal, Partner & Chief Market Strategist

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Dustin Ribergaard

Principal & Client Experience Director

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James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

Uncategorized

Cerity Partners Announces Three New Mergers, Adding Approximately $2.1 Billion in Assets Under Management

October 1, 2026 - We're pleased to announce that Cerity Partners has merged with three outstanding firms—Compass Wealth Management, Cornerstone Capital, Inc., and Echo Wealth Management.

Natalia Tchetchoulina

Partner

Individuals and Families

Donor-Advised Funds: A Powerful and Flexible Tool for Charitable Giving

September 23, 2026 - A donor-advised fund is a charitable giving account established with a sponsoring organization that allows individuals and families to support charitable causes they care about…

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