Institutions 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
Institutions Nonprofits: Planned Giving Strategies for Donors January 10, 2023 - Having focused discussions with potential donors regarding planned giving strategies is an effective tool to encourage donors to complete an annual gift and can help… Theodore D. Schneider, Partner
Institutions Compensation Considerations for Foundation Insiders June 9, 2022 - Many foundations have family members serve on their board, however sometimes foundations have trouble deciding whether or how much to pay those family members. Careful… Susan Hartley-Moss, Partner
Cerity Partners Makes First Major Sports Investment as Title Sponsor of 2026 Hall of Fame Open April 30, 2026 - Cerity Partners, a leading independent wealth management firm, today announced a multi-year partnership with the International Tennis Hall of Fame, becoming title sponsor of the…
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.…
Individuals and Families 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,…