Q1 2025 Economic and Market Outlook Tune in to hear the Investment Office’s latest thinking on the economic picture heading into the 2025, an overview of the risks and opportunities in financial markets, and what it all means for your portfolio.
January 2025 Economic & Market Outlook Join Partner and Chief Equity Strategist Jim Lebenthal as he explores the critical questions shaping our outlook for 2025
Unpacking the Election Results Join us for a roundtable discussion about potential changes to the federal estate tax exemption, the impact on markets and investing, income tax rates, and the economy.
Q4 2024 Economic and Market Outlook Tune in to hear the Investment Office’s latest thinking on the economic picture heading into the fourth quarter, an overview of the risks and opportunities in financial markets, and what it all means for your portfolio.
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…
