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Paul McGloin

Partner

Estate Planning

The Latest On Possible Estate Planning Law Changes: What You Need to Know

September 15, 2021 - “For the 99.5% Act,” the proposed federal legislation pending in Washington, is expected to have a dramatic effect on the estate planning landscape for wealthy…

Paul McGloin, Partner

Paul McGloin

Partner

Estate Planning

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

April 14, 2021 - “For the 99.5 Percent Act,” a bill introduced to the House in March, could upend several policies related to estate planning and tax rates related…

Paul McGloin, Partner

Paul McGloin

Partner

Estate Planning

Post-Election Estate Planning: Why You Should Act Before 2021

November 17, 2020 - In a follow-up to his Estate Planning: The Power of Now article, Chief Planning Officer Paul McGloin explains the renewed sense of urgency for affluent…

Paul McGloin, Partner

Paul McGloin

Partner

Estate Planning

Benefits of Private Trust Companies Commentary

March 15, 2019 - Increasingly, American and international families are creating private trust companies to manage their family trusts. Chief Planning Officer Paul McGloin explains the appeal in his…

Paul McGloin, Partner

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

Ben Pace and Joseph Matus

Economic and Market Outlooks

Third Quarter 2026 Review and Fourth Quarter 2026 Economic and Market Outlook

October 7, 2026 - Looking into Q4 and beyond, AI-related capital investment and fiscal support should help sustain global growth, while stubborn inflation, tighter monetary policy, and elevated rates…

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…

Ralph Coutant

Senior Principal

Individuals and Families

Diversification Strategies for AI Concentration Across Asset Classes

October 8, 2026 - AI-linked companies now represent roughly half of S&P 500 market capitalization. And the concentration doesn’t stop at the technology sector.

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