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All Insights

Lifestyle Insights

Rita Lee

Partner

Lifestyle

Financial Planning for DINK (Dual Income, No Kids) Households

April 21, 2026 - Without the high costs of raising children, DINK couples have more disposable income to spend on discretionary items, travel, and hobbies. As a result, financial planning must reflect their needs and,…

Rita Lee, Partner

Mariella Foley

Partner

Lifestyle

Retirement Planning for Single Women: How to Prepare

December 11, 2025 - Women already face gender-specific financial planning challenges. These include a longer life expectancy and a pay gap that results in lower salaries and lower lifetime…

Mariella Foley, Partner

Dan Donofrio

Partner

Lifestyle

How High-Net-Worth Families Pay for College

October 6, 2025 - High-net-worth families can often afford college outright, but thoughtful planning turns tuition into a strategic opportunity. From 529 plans and trusts to insurance and gifting…

Dan Donofrio, Partner

Natalia Tchetchoulina

Partner

Lifestyle

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

Rita Lee

Partner

Lifestyle

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

Natalia Tchetchoulina

Partner

Lifestyle

How to Pass Down Prized Jewelry, Art, and Cars  

May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures.

Natalia Tchetchoulina, Partner

Nicholas N. Petrelli

Partner

Lifestyle

5 Financial Essentials When Leaving Your Job

February 27, 2025 - A job transition—whether planned or unexpected—can have a significant impact on your financial future. This checklist outlines five key areas to review, from income and…

Nicholas N. Petrelli, Partner

Natalia Tchetchoulina

Partner

Lifestyle

Approaching Art

June 27, 2024 - Learn key insights on collecting art effectively, understanding market trends, the role of art advisors, and strategic approaches to managing and preserving your art investments.

Natalia Tchetchoulina, Partner

Kim Curtis

Partner

Lifestyle

How to Become a Snowbird in Retirement – 7 Tips to Help You Prepare

April 10, 2024 - Transitioning into a snowbird lifestyle during retirement requires planning and readiness. Explore invaluable tips to help you prepare.

Kim Curtis, Partner

Lloyd Abramowitz

Partner & Practice Leader

Lifestyle

It Pays to Start Early: Talking to Your Kids About Money

October 3, 2023 - Introduce your children to the "4 Hs" - Happiness, Helpfulness, Hunger, and Humility, laying the foundation for a balanced understanding of wealth's role in life.…

Lloyd Abramowitz, Partner & Practice Leader
Lifestyle

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…

Pierre duPont

Partner

Lifestyle

Raising Children into Wealth

December 3, 2018 - Family wealth can diminish children’s hunger to live productive lives. But it doesn’t have to. Pierre duPont, a Client Advisor in Cerity Partners’ NY office,…

Pierre duPont, Partner

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

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