Investing 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 and John Hyman
Investing Why Nonprofits Should Embrace OCIO January 20, 2026 - In today’s increasingly complex investment landscape, nonprofit organizations face growing pressure to steward capital responsibly while advancing their missions. As a result, many nonprofits are… Kyle Adams, Partner
Investing Is the Stock Market Overvalued? What Investors Can Do December 2, 2025 - The last few years have been a good time for U.S. equity investors. But lately, people are questioning if we’re in another stock market bubble… Ralph Coutant, Senior Principal
Investing The Year-End Financial Planning Checklist November 12, 2025 - The end of the year is the perfect time to review your financial plan with your advisor. The following checklist will help you take stock…
Investing Year-End Financial Planning: Six Portfolio Considerations November 4, 2025 - With the holiday season approaching and 2025 drawing to a close, now is an ideal time to review your investment portfolio and financial plan. Here… Tom Cohn, Partner & Chief Solutions Officer
Investing The Debasement Trade: Gold and Bitcoin Versus the Dollar October 31, 2025 - While historically used to describe devaluing silver or gold currency, today debasement refers to the declining U.S. dollar and its central role in the global… Tom Cohn, Partner & Chief Solutions Officer
Investing 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
Investing Tax-Aware Investing with Long-Short Equity Strategies August 26, 2025 - Once the domain of hedge funds, long-short equity strategies have gained traction among a wider range of investors thanks to their growing availability through separately… Chase Norcini, Principal
Investing Opportunity Zones Under the One Big Beautiful Bill Act August 25, 2025 - Originally enacted as part of the Tax Cuts and Jobs Act of 2017, Opportunity Zones (OZs) were created to channel private capital into economically distressed… Joseph Matus, Principal
Investing The Vintage Advantage: Collecting Luxury Goods August 13, 2025 - Vintage, or pre-owned, luxury goods—including rare watches, handbags, and couture clothing—are surging in popularity. Natalia Tchetchoulina, Partner
Investing Where Women Should Invest $1 Million July 15, 2025 - It’s important to consider how gender-specific financial challenges might impact large investments. Learn about the challenges and opportunities women face in investing. Rita Lee, Partner
Investing Financial Planning Opportunities in a Down Market April 24, 2025 - In times of economic uncertainty, discussing options with your financial advisor is important. Explore planning opportunities from Cerity Partners.
Investing Webinar Recording: Where is Artificial Intelligence Investing Headed? March 28, 2025 - Artificial intelligence is reshaping industries, but how can investors recognize transformational opportunities amidst the hype and noise?
Investing 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
Investing Lessons from Nvidia: Managing Concentrated Stock February 5, 2025 - At Cerity Partners, we specialize in assisting executives, founders, and long-term shareholders in managing the challenges of concentrated stock holdings. Our customized strategies are designed… Justin DuMouchelle, Partner & Practice Leader
Estate Planning Integrating Opportunity Zone Investments and Estate Planning February 20, 2026 - As part of the Opportunity Zone program, Qualified Opportunity Funds can provide significant financial and tax benefits. At the same time, owners of these funds…
Cerity Partners Welcomes Verus Investments, Expanding Its Offering to Institutional and Wealth Clients February 11, 2026 - Cerity Partners announced a merger with Verus Investments, a leading institutional investment consulting firm with approximately $1.2 trillion in client assets. The combined firm will…
Economic and Market Outlooks Video: February 2026 Economic and Market Outlook February 3, 2026 - With January in the rearview mirror, Partner and Chief Markets Strategist Jim Lebenthal weighs the influence of positive market and economic forces, such as stimulus…