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 Investment Officer
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, Senior Associate
Investing Opportunity Zones Under the One Big Beautiful Bill Act August 25, 2025 - Originally enacted as part of the Tax Cuts and Jobs Act of 2017, Opportunity Zones (OZs) were created to channel private capital into economically distressed… Joseph Matus,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 Investment Officer
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
Investing 10 Smart Ways to Use Your Bonus February 4, 2025 - Expecting a considerable bonus or other windfall? Our advisors share 10 smart ways to leverage it and thoughts on how to choose the right one…
Investing Opportunity Zones February 20, 2024 - Explore the evolving landscape of Opportunity Zones and how the proposed legislation could extend the benefits and reporting requirements for investors using Qualified Opportunity Funds… Paul Chmielewski, Partner
Investing Does the U.S. Equity Market Suffer From “Bad Breadth”? July 11, 2023 - One of the most talked about themes in the U.S. equity markets in 2023 has been market concentration. Simply put, the strong performance of the… Ralph Coutant, Senior Principal
Investing The Art of Collecting: Why Some Cars Appreciate, but Most Do Not April 19, 2023 - Let’s not bury the lede: of course, cars can appreciate in value. But why do some cars hold their value over time, while most do…
Economic and Market Outlooks Video: November 2025 Economic and Market Outlook November 5, 2025 - This year has been a very positive one for the markets, but does the recent gold rally suggest that things are getting frothy? Might concerns…
Individuals and Families 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…
Corporations The Role of Private Markets in Defined Contribution Plans November 10, 2025 - Defined contribution plans have attracted growing interest and media coverage amid recent U.S. Department of Labor actions and a noticeable shift in tone from Washington,…
