Corporate Venture Capital How to Be a Board Observer June 12, 2026 - The norms in venture capital have changed over the last several decades. As a result, it’s not abnormal for professional venture capitalists to assume a… Scott Lenet, Partner
Incentive Stock Options The Post-IPO Lockup Playbook for Equity Holders June 12, 2026 - If you’re an employee or equity holder of a company undergoing an IPO, your shares may be your single largest financial asset. With several major…
Economic and Market Outlooks What’s on Our Minds June 8, 2026 - Once SpaceX goes public at a $1.77 trillion valuation, most major indexes will fast-track its inclusion and it’s expected to eventually become a top 15… Joseph Matus, Principal
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
Incentive Stock Options Own Stock in a Company Planning an IPO? Here’s Answers to FAQs May 22, 2026 - Following headlines of imminent IPOs at prominent technology companies, such as SpaceX and OpenAI, employees and private market investors are looking to maximize their potential…
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
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 and Amita Schultes
Individuals and Families Financial Planning for DINK (Dual Income, No Kids) Households April 21, 2026 - Without the high costs of raising children, DINK couples have more disposable income to spend on discretionary items, travel, and hobbies. As a result, financial planning must reflect their needs and,… Rita Lee, Partner
Economic and Market Outlooks First Quarter 2026 Review and Second Quarter 2026 Economic and Market Outlook April 6, 2026 - The Iran conflict has upended a relatively stable start to 2026, triggering energy-driven inflation, financial market volatility, and a more cautious stance from central banks.… Ben Pace and Joseph Matus
Individuals and Families Don’t Let Tax Penalties Catch You by Surprise April 6, 2026 - Whether you file your return by April 15 or choose to extend it, one thing does not change: Your tax liability is still due on… Joshua Norman, Principal
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
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 and Rita Lee
Individuals and Families The 1031 Exchange Market: From Transactional Tax Deferral to Institutional Portfolio Strategy March 5, 2026 - The 1031 exchange, named after Section 1031 of the Internal Revenue Code, is a powerful tax-deferral strategy that allows real estate owners to defer capital… Salvatore Russo, Partner
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
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… Ben Pace, Joseph Matus and James Lebenthal
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…
Incentive Stock Options The Post-IPO Lockup Playbook for Equity Holders June 12, 2026 - If you’re an employee or equity holder of a company undergoing an IPO, your shares may be your single largest financial asset. With several major…
Incentive Stock Options Own Stock in a Company Planning an IPO? Here’s Answers to FAQs May 22, 2026 - Following headlines of imminent IPOs at prominent technology companies, such as SpaceX and OpenAI, employees and private market investors are looking to maximize their potential…