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Cerity Partners Insights

Timely investment outlooks, best practices, and actionable planning strategies to inform and guide your decision making.

Paul Chmielewski



Opportunity Zones

February 20, 2024 —

Explore the evolving landscape of Opportunity Zones and how the proposed legislation could extend the benefits and reporting requirements for investors using Qualified Opportunity Funds for tax advantages and estate planning.

Economic & Market Update

February 2024 Economic & Market Outlook

February 2, 2024 —

The U.S. economy’s resilience is evident with Q4 GDP growth at 3.3%, and while growth is set to slow, expectations are for sustained economic expansion. With inflation pressures easing, central banks may pivot, impacting bond and equity markets favorably.

Andrew Hoercher, Tara D. Vagnone and Michael McCarville

Financial Planning

Financial Planning for the Law Firm Partner

January 31, 2024 —

Navigating the financial landscape as a law firm partner requires tailored planning across multiple areas, including cash flow, taxation, investment strategies, and retirement planning, to ensure long-term success and security.

Paul Chmielewski


Behavioral Finance

How to Use a 529 Plan For Retirement

January 4, 2024 —

529 savings plans, traditionally used for education expenses, now offer a path to retirement savings with the ability to roll over unused funds into a beneficiary’s Roth IRA, enhancing long-term financial strategies.

Annual Economic & Market Outlook

2023 Review & January Outlook

January 4, 2024 —

Gain valuable insights on the key economic and market trends, challenges, and successes of 2023 and an outlook for January 2024.