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James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: December 2025 Economic and Market Outlook

December 3, 2025 - There’s been recent volatility in the equity markets, reflecting multiple concerns, including a possible AI bubble. But as Partner and Chief Equity Strategist Jim Lebenthal…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Should Investors Fear an AI Bubble?

November 20, 2025 - Investment bubbles have formed countless times in the history of financial markets. Their creation is not the primary cause of concern—the manner in which they…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Webinar Recording: Q4 2025 Market & Economic Outlook

November 12, 2025 - 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: November 2025 Economic and Market Outlook

November 5, 2025 - This year has been a very positive one for the markets, but does the recent gold rally suggest that things are getting frothy? Might concerns…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2025 Economic & Market Outlook

October 1, 2025 - “Giddy” isn’t a word we usually associate with Partner and Chief Equity Strategist Jim Lebenthal. However, in this Monthly Outlook, he shares some of the signs…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: September 2025 Economic & Market Outlook

September 5, 2025 - The numbers for this month indicate that above-average economic growth and below-average unemployment may continue. However, there might still be cause for concern: Hear why…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2025 Economic & Market Outlook

August 1, 2025 - We’ve reached the second half of 2025. Will the drama that attended the first half of the year be worth it? Here’s why Jim Lebenthal…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: July 2025 Economic & Market Outlook

July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

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.

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: May 2025 Economic & Market Outlook

May 1, 2025 - Partner and Chief Equity Strategist Jim Lebenthal explores how Trump’s “Liberation Day” tariffs may continue to play out in the markets and their impact on…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

On-Demand Webinar: Recession Risks, Tariffs, and Where Opportunity Remains

April 29, 2025 - Apollo Global Management Partner and Chief Economist Torsten Slok joins Jim Lebenthal to discuss the economy, tariffs, and where there may still be opportunity in today’s market.

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Is It Time to Panic? (Spoiler Alert: No, It Is Not)

April 3, 2025 - Tariffs and policy uncertainty have spooked investors, but good outcomes for the markets and economy are more probable than you might think.

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: April 2025 Economic & Market Outlook

April 2, 2025 - Are we headed for a recession or might the economy continue to grow? In this video, Chief Equity Strategist Jim Lebenthal examines recent market volatility,…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

On Recent Market Volatility: It’s a Supertanker, Not a Jet-Ski

March 4, 2025 - Recent market volatility has raised fears of an economic slowdown, but history suggests that the U.S. economy is more like a supertanker than a jet…

James Lebenthal, Partner & Chief Market Strategist

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

March 2025 Economic Outlook

March 3, 2025 - Concerned about inflation, tariffs, unemployment, and interest rates? In this video, Chief Equity Officer Jim Lebenthal separates politics from policies to assess potential economic and…

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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