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Economic and Market Outlooks

Fourth Quarter 2024 Outlook

October 10, 2024 - Entering the fourth quarter, markets are digesting the Fed’s first rate cut in four years, labor market supply and demand are returning to equilibrium, inflation…

Paul Chmielewski

Partner

Estate Planning

The Sunset is Not Worth Waiting For

April 5, 2024 - Estate Tax Planning Strategies in 2024: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts…

Kim Curtis

Partner

Individuals and Families

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.

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Dustin Ribergaard

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Ben Pace and Joseph Matus

Economic and Market Outlooks

2026 Economic and Market Outlook

January 6, 2026 - Deglobalization and advances in AI and robotics are reshaping the 2026 global economy, helping developed nations mitigate slower growth and inflation risks. Central banks are…

Ben Pace and John Hyman

Individuals and Families

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…

Individuals and Families

Cerity Partners Completes SOC 2 Cybersecurity Audit

January 26, 2026 - Cerity Partners has successfully demonstrated our adherence to the highest industry standards for data security, confidentiality, and operational excellence after completing a SOC 2 Type…

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