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Ben Pace

Partner & Chief Economist

Economic and Market Outlooks

Second Quarter 2026 Review and Third Quarter 2026 Economic and Market Outlook

July 6, 2026 - Global markets stabilized in the second half of 2026 as easing Middle East tensions, resilient economic growth, and strong AI-driven investment offset lingering inflation concerns.

Ben Pace, Partner & Chief Economist

Ben Pace

Partner & Chief Economist

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, Partner & Chief Economist

Ben Pace

Partner & Chief Economist

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, Partner & Chief Economist

Ben Pace

Partner & Chief Economist

Individuals and Families

Notable Liquidity Trends in the Pre-IPO Market

February 24, 2026 - One of the more interesting trends in the private markets space over the last 10 to 15 years is the increasing democratization of investment products…

Ben Pace, Partner & Chief Economist

Ben Pace

Partner & Chief Economist

Individuals and Families

How to Invest Your Bonus Wisely

January 22, 2026 - Annual bonus season is probably the best time for investors to assess their progress toward financial plan goals and reassess the overall investment objectives and…

Ben Pace, Partner & Chief Economist

Ben Pace

Partner & Chief Economist

Economic and Market Outlooks

2026 Economic and Market Outlook

January 6, 2026 - Deglobalization and advances in AI and robotics are reshaping the 2026 global economy, helping developed nations mitigate slower growth and inflation risks. Central banks are…

Ben Pace, Partner & Chief Economist

Ben Pace

Partner & Chief Economist

Economic and Market Outlooks

Fourth Quarter 2025 Economic and Market Outlook

October 9, 2025 - The U.S. economy continues to outperform global peers, supported by resilient growth, strong earnings, and optimism around AI-driven investment, even as tariffs and still-tight monetary…

Ben Pace, Partner & Chief Economist

Ben Pace

Partner & Chief Economist

Individuals and Families

How AI Is Affecting the Global Economy

September 2, 2025 - AI tools can be used for recreation or pleasure, but the business and commercial applications are revolutionary in allowing machines to perform the production tasks…

Ben Pace, Partner & Chief Economist

Ben Pace

Partner & Chief Economist

Economic and Market Outlooks

Third Quarter 2025 Economic and Market Outlook

July 8, 2025 - Global economic growth is modest, with the United States rebounding from a tariff-driven slowdown and central banks around the world cautiously balancing inflation and growth…

Ben Pace, Partner & Chief Economist

Ben Pace

Partner & Chief Economist

Economic and Market Outlooks

First Quarter 2025 Review and Outlook

April 8, 2025 - In the first quarter of 2025, global markets were marked by uncertainty due to President Trump’s protectionist tariffs, which led to a significant correction in…

Ben Pace, Partner & Chief Economist

Ben Pace

Partner & Chief Economist

Economic and Market Outlooks

First Quarter 2025 Review and Outlook

April 7, 2025 - In the first quarter of 2025, global markets were marked by uncertainty due to President Trump’s protectionist tariffs, which led to a significant correction in…

Ben Pace, Partner & Chief Economist

Ben Pace

Partner & Chief Economist

Individuals and Families

How Do Tariffs Impact the Economy? 

March 18, 2025 - Could tariffs trigger a global trade war or tilt us into a recession? In this Insight, we explore the investment implications of recent tariffs and…

Ben Pace, Partner & Chief Economist

Ben Pace

Partner & Chief Economist

Economic and Market Outlooks

2025 Economic and Market Outlook

January 7, 2025 - In 2025, strong consumer spending backed by a healthy labor market should continue to power U.S. economic growth, which is poised to continue to outpace…

Ben Pace, Partner & Chief Economist

Ben Pace

Partner & Chief Economist

Economic and Market Outlooks

December 2024 Economic & Market Outlook

December 4, 2024 - Our December 2024 Economic & Market Outlook analyzes the market implications of Trump’s re-election, including his policy agenda and cabinet appointments. We explore inflation trends,…

Ben Pace, Partner & Chief Economist

Ben Pace

Partner & Chief Economist

Economic and Market Outlooks

November 2024 Economic & Market Outlook

November 8, 2024 - Explore the November 2024 Economic & Market Outlook, where we examine inflation trends, labor market conditions, and global economic growth. With attention to recent policy…

Ben Pace, Partner & Chief Economist

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Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute introductory meeting so we can understand your unique financial goals and match you with an advisor well suited to your needs.

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

Find your ideal financial advisor with our personalized Concierge Program.

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Dustin Ribergaard

Principal & Client Experience Director

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Thank you for your interest

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

Uncategorized

Cerity Partners Announces Three New Mergers, Adding Approximately $2.1 Billion in Assets Under Management

October 1, 2026 - We're pleased to announce that Cerity Partners has merged with three outstanding firms—Compass Wealth Management, Cornerstone Capital, Inc., and Echo Wealth Management.

Natalia Tchetchoulina

Partner

Individuals and Families

Donor-Advised Funds: A Powerful and Flexible Tool for Charitable Giving

September 23, 2026 - A donor-advised fund is a charitable giving account established with a sponsoring organization that allows individuals and families to support charitable causes they care about…

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