Estate Planning Special Needs Trusts: The Fundamentals December 5, 2024 - Special needs trusts (SNTs) help families provide for loved ones with disabilities while safeguarding eligibility for critical government benefits.
Economic and Market Outlooks December 2024 Economic & Market Outlook Ben Pace James Lebenthal Joseph Matus Darren Myers | December 4, 2024
Economic & Market Update November 2024 Economic & Market Outlook Ben Pace James Lebenthal Amy Lange Joseph Matus | November 8, 2024
Tax Planning Harris vs. Trump: How Would Their Victory Affect Your Taxes? October 23, 2024 - Our tax specialists and financial advisors explain what the election results might mean for your tax liabilities and offer planning suggestions to help keep your financial plan on track no matter who wins.
Corporations Top 7 Tips for an Effective Open Enrollment Season October 17, 2024 - Open Enrollment is a crucial time for employees to make informed decisions about their benefits. These top 7 tips will help HR teams enhance employee satisfaction, simplify complex benefits, and provide ongoing financial education.
Family Office Family Charters: A Guiding Light for Managing Family Businesses and Other Property October 11, 2024 - Jointly-owned family property, like a business or vacation home, can create family tension. To keep the peace, Partner Pierre duPont suggests creating a family charter.
Economic & Market Update Fourth Quarter 2024 Outlook October 10, 2024 — Entering the fourth quarter, markets are digesting the Fed’s first rate cut in four years, labor market supply and demand are returning to equilibrium, inflation is resuming its downward trend, and solid consumption is continuing to power economic growth. Amid this new phase of the economic cycle, equity markets are poised to continue their strong performance even as they broaden out into previously unloved sectors.
Behavioral Finance Don’t Panic About the Election! (Do This Instead) October 4, 2024 — Instead of worrying about the election results, our investment, taxation, and estate planning specialists offer constructive steps you may want to consider.
Economic & Market Update September 2024 Economic & Market Outlook September 6, 2024 — Our September Outlook analyzes the latest trends in labor markets, inflation, and equity performance. With the Federal Reserve’s policy shifts and evolving market conditions, we explore what these developments mean for investors and their portfolios.
Economic and Market Outlooks Economic Slowdown Not Likely the Beginning of a Recession August 5, 2024 — Explore our latest commentary on the recent economic slowdown and its implications. Despite weaker employment reports and market volatility, we analyze why this may not signal the start of a recession. Learn about the Federal Reserve’s potential rate cuts and other contributing factors.
Economic & Market Update August 2024 Economic & Market Outlook August 2, 2024 — The August Outlook examines the U.S. economy’s steady growth amid still strong, but slowing job and wage increases. The outlook also covers global economic developments, including European growth challenges, Japan’s domestic demand rise, and China’s ongoing economic adjustments, with a focus on how these factors influence monetary policies and market trends.
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Individuals and Families 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Estate Planning A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…
