Cross-Border Planning Tax Challenges Facing Foreign Citizens in the U.S. March 29, 2023 - Foreign professionals are coming into the United States to work more than ever, and generally we all benefit. However, these incoming workers need to understand the numerous potential tax traps of being a United States tax resident.
Economic & Market Update Weekly Investment Perspectives Ben Pace Christian Thwaites James Lebenthal | March 27, 2023
Economic & Market Update Money on the Move and a Big Bank Lifeline Christian Thwaites | March 24, 2023
Economic & Market Update Suddenly and All at Once March 17, 2023 - Silicon Valley Bank broke some cardinal rules of banking…but it doesn’t look like it will spread but the Fed did the right thing...
Cross-Border Planning Living a Jet-Setter Retirement March 14, 2023 - Are you planning for a jet-set retirement? Or are you already spending part of the year abroad? If so, Cerity Partners can help you navigate the complex world of living in more than one place, so that you’re able to preserve your wealth.
Economic & Market Update March 2023 Economic & Market Outlook March 6, 2023 - The global economy continues to avoid a near-term recession, as consumer spending remains strong and the effects of monetary tightening have yet to be fully realized. Opportunity can still be found in the bond and equity markets though equity market advances will be dependent upon progress on inflation and clearer signs the Fed is close to the end of its tightening cycle. Read more in our March 2023 Economic & Market Outlook.
Tax Strategies Mitigating State “Millionaire’s Tax”: Filing Separately in Your State May Provide Relief February 17, 2023 — With the passage of the Tax Cuts and Jobs Act of 2017 that eliminated the “marriage penalty” tax brackets, filing a joint federal tax return has mainly become a foregone conclusion for married couples. Under certain circumstances, couples may still opt to file separately. Partner Dan Park and Principal Cheryl Donaldson outline several factors that warrant careful consideration and planning when filing your taxes.
Estate Planning Which Is Better-A Will or Revocable Trust? February 14, 2023 — A common decision when creating an estate plan is whether to use a will or a revocable living trust. There is a lot of confusion about when one should be used over the other. The answer is heavily dependent on which state you live in and what type of assets you own. In other words, […]
Insurance Planning & Risk Management Understanding Your Medicare Options February 14, 2023 — Soon-to-be retirees about to turn 65 have an important choice to make regarding their health insurance. Specifically, do you go with traditional, public-sector Medicare, or do you combine that approach with a privately-administered Medicare “Advantage” plan?
Economic & Market Update Part III: What Will the Fed Do Next? February 11, 2023 — In this tertiary installment, Senior Associate Saywer Rothmann outlines the Fed’s checklist on the flight plan to fighting inflation – something Powell articulated quite well in this past press conference.
Economic & Market Update February 2023 Economic & Market Outlook February 2, 2023 — Markets have recently been and will continue to be driven by three key influences: monetary policy primarily emanating from the Federal Reserve, China’s COVID reopening and the growth potential therein, and the earnings and guidance reported by leading S&P 500 firms. While we remain cautiously optimistic that inflation will continue to abate, rates will stabilize, and the global economy will not fall into recession, the market’s assessment of the three key influences will determine the short-to-mid-term path forward.
