Cerity Partners + Fidelity

April 1, 2026 —

In his April outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the war in Iran as the dominant concern for financial markets and the global economy. He addresses two key topics: the importance of clients communicating with their advisors about risk management and the long-term need to reduce global dependence on Persian Gulf energy supplies.

March 30, 2026 —

Rising inflation, fiscal deficits, and geopolitical pressures have driven stocks and bonds into positive correlation, potentially undermining their long-standing role as mutual portfolio hedges.

March 26, 2026 —

Divorce is always a major life transition, but for business owners it can be especially complex. Your company is not just a source of income: It may also be your largest asset, your identity, and your long-term financial plan.

March 25, 2026 —

Join members of the Investment Office for a timely discussion on market volatility, private credit, and artificial intelligence.

March 23, 2026 —

President Trump walked back his ultimatum to Iran over the Strait of Hormuz, but uncertainty remains about the crisis’s resolution, with lasting damage to energy infrastructure already driving fuel rationing in parts of Asia and rising gas prices at home.

March 16, 2026 —

The upcoming FOMC meeting will be closely watched as investors seek clarity on how the Fed plans to navigate the inflationary pressures of an energy shock from the Iran war, rising inflation hedge demand, and a weakening labor market—all challenges that will soon fall to incoming Fed Chair Kevin Warsh.

March 12, 2026 —

In the United States, more than 63 million Gen Xers are living and working through their prime earning years right now. That’s why planning for the future of your money is so vital today.

March 9, 2026 —

Conflict in the Persian Gulf has disrupted global oil supply, and while the US maintains energy independence, the fungibility of crude oil means Americans are already feeling the effects at the pump—with gas prices up over 25 cents per gallon—and elevated prices could put upward pressure on CPI in the months ahead.

March 5, 2026 —

The 1031 exchange, named after Section 1031 of the Internal Revenue Code, is a powerful tax-deferral strategy that allows real estate owners to defer capital gains taxes when selling investment or business property, provided the proceeds are reinvested into “like-kind” property.

March 4, 2026 —

While 2026 has so far brought unsettling market volatility and mixed signals from former leaders like Microsoft, Amazon, and Meta, Partner and Chief Market Strategist Jim Lebenthal believes the concerns around AI are overstated, as history consistently shows that disruptive technologies ultimately drive adaptation, creative destruction, and new opportunity rather than lasting harm.