Meet The Author Ben Pace Partner & Chief Investment Officer Ben is the Chief Investment Officer and a Partner in the New York office. He leads the firm’s Investment Committee and is a member of... Learn More
Meet The Author James Lebenthal Partner & Chief Equity Strategist Jim is the firm’s Chief Equity Strategist and a Partner in the New York office. He has over twenty-five years of experience managing investment portfolios... Learn More
Economic & Market Update Weekly Investment PerspectivesFed members maintain their prediction of three rate cuts this year amid the belief that risks to the economy remain balanced.
Economic & Market Update The Problem With ServicesAn end-of-week digest exploring the latest headline-making events, offering forecasts on how they may influence financial markets.
Economic & Market Update What Will the Fed Do Next?So, What Will the Fed Do Next? Fed funds rate projections remain steady despite rising economic indicators, while Fed Chair Powell hinted at a potential…
Economic & Market Update No, Russia’s Economy Is Not Doing WellAn end-of-week market digest from Christian Thwaites, offering a retrospective of the past week and a forecast of the coming days.
Economic & Market Update Infrastructure Spending Will Take Years to CompleteAn end-of-week market digest from Christian Thwaites, offering a retrospective of the past week and a forecast of the coming days.
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Investing 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…
Charitable Giving 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…