Videos & Webinars

Get market updates and planning strategies at your convenience with our library of videos and webinars.

Economic & Market Updates Webinars

Q1 2024 Economic and Market Outlook

Gain expert insights on 2024’s economic landscape with our Investment Office’s Q1 Webinar: navigating U.S. growth slowdowns, Fed rate cuts, inflation trends, global equity market shifts, and fiscal deficit challenges in an election year.

Economic & Market Updates Webinars

Q4 2023 Economic and Market Outlook Webinar

In this webinar, our Investment Office will discuss inflation, the strength of the economy, risk of recession, key risks to the market in 2024, and more.

Ben Pace, James Lebenthal and Christian Thwaites

Economic & Market Updates Webinars

Q3 Economic & Market Outlook Webinar

In this webinar recording, our Investment Office discusses the resiliency of labor markets, earnings and economic growth, cooling inflation, and more.

Webinar Registration

Navigating International Estate Planning: Preserving Your Global Assets

Please join us for an engaging and informative webinar designed to introduce you to the key components of international estate planning. As we are living in an increasingly globalized world, estate planning has transcended beyond borders, making it critical to understand the various rules, regulations, and potential pitfalls across different jurisdictions.

Webinar Registration

Planning for an International Retirement

Are you an American citizen living abroad who feels overwhelmed by getting your financial life in order? Or are you planning for an international retirement and wondering how to coordinate your affairs?

In this webinar recording, we focused on the unique personal financial situation of an American citizen or tax resident who retires outside of the U.S.

Ben Pace, James Lebenthal and Christian Thwaites

Economic & Market Updates Webinars

Q2 2023 Economic & Market Outlook

In this webinar recording, our Investment Office discusses inflation, economic growth, the banking crisis, and deciphering the signals from equity and fixed income markets.

Christopher Arotin and Andres Terronez

Webinars

Tax Basics: Your Individual Tax Return and Financial Goals

Everyone should feel empowered to learn the language of your individual tax return and how to incorporate this knowledge into your financial goals. Chris Arotin and Andres Terronez discuss how to get your taxes done and define key terms.

Ben Pace, James Lebenthal and Christian Thwaites

Economic & Market Updates Webinars

Q1 2023 Economic and Market Outlook

In this webinar recording, our Investment Office discusses the path for inflation going forward, what’s in store for asset markets in 2023, and more.

Ben Pace, James Lebenthal and Tom Cohn

Economic & Market Updates

Q4 2022 Economic and Market Outlook: Turning a Corner?

In this webinar, our Investment Office discusses inflation, the strength of the US consumer, key risks to the market in 2023, and more.

Ben Pace

Partner & Chief Investment Officer

Intraweek Intelligence

Intraweek Market Intelligence: August 30, 2022

Chief Investment Officer Ben Pace discusses inflation and the Fed, the slowing of the U.S. economy, and the state of corporate earnings.

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