Business Owner Advisory 5 Ways Small Business Owners Can Help Protect Themselves from Tariffs May 14, 2025 - With headlines dominated by tariffs and trade policy shifts, small & mid-size business owners are on edge. Learn 5 ways to protect your small business…
Economic and Market Outlooks What’s on Our Minds Our outlook for 2026 is cautiously optimistic, driven by fiscal stimulus from the One Big Beautiful Bill Act boosting consumer spending, a likely pause in trade policy tensions ahead of midterm elections, and solid corporate fundamentals despite limited room for further equity valuation expansion.
Individuals and Families Is the Stock Market Overvalued? What Investors Can Do The last few years have been a good time for U.S. equity investors. But lately, people are questioning if we’re in another stock market bubble just waiting to burst.
Estate Planning Simple Ways to Help Avoid Probate: Revocable Living Trusts and More Probate is the legal process through which a deceased person’s estate is administered and distributed. While it serves an important function, it can also be time-consuming, expensive, and emotionally taxing. Fortunately, several strategies can be employed to help avoid probate and ensure a smoother transition of assets to loved ones.
Individuals and Families Retirement Planning for Single Women: How to Prepare 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 savings unless they save a greater percentage of their salary.
Individuals and Families Private Placement Life Insurance The concept behind PPLI is simple: by investing inside a life insurance policy, you take advantage of the favorable tax treatment granted to life insurance. Learn more.
Individuals and Families The Year-End Financial Planning Checklist The end of the year is the perfect time to review your financial plan with your advisor. The following checklist will help you take stock of your savings, investments, retirement planning, tax exposure, and risk management, so you can make more informed decisions about your strategy for the year to come.
Family Office Webinar Recording: Tax Optimization and Thoughtful Wealth Planning for Liquidity Events A liquidity event—whether from a business sale, IPO, merger, or other transaction—creates a unique opportunity to design plans that minimize tax exposure and shape a lasting legacy. Watch our webinar to learn more.
Corporations The Role of Private Markets in Defined Contribution Plans 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, D.C., regarding the role of private markets.
Individuals and Families Splitting Retirement Accounts in Divorce When going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any divorce proceeding, since, after the marital home, they often represent the largest category of marital assets to be divided in a divorce settlement.
Cross-Border Planning A Comprehensive Guide for U.S. Expats in France Few countries capture the imagination quite like France. From sipping coffee at a Parisian café to cycling through Bordeaux’s vineyards to retiring under the Provençal sun, France offers a rare blend of culture, history, cuisine, and quality of life. Relocating, however, involves more than a one-way ticket and a charming apartment. France has one of the world’s most sophisticated tax and legal systems.
Cerity Partners & Nasdaq Private Market Announce Exclusive Strategic Partnership December 11, 2025 - Cerity Partners is thrilled to announce a new exclusive strategic partnership and investment in Nasdaq Private Market, a leader in secondary liquidity for private companies.…
Economic and Market Outlooks Video: December 2025 Economic and Market Outlook December 3, 2025 - There’s been recent volatility in the equity markets, reflecting multiple concerns, including a possible AI bubble. But as Partner and Chief Equity Strategist Jim Lebenthal…
Individuals and Families 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…