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Cerity Partners Insights

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

Ben Pace, Christian Thwaites and James Lebenthal

Economic & Market Update

September 2023 Economic & Market Outlook

September 8, 2023 —

The U.S. economy is performing well in the third quarter with some potential slowdown due to higher rates. Central banks are nearing the end of their tightening cycles, and global equity markets seem fairly valued, with growth dependent on earnings. The main risk is excessive central bank tightening, which could possibly cause a recession. Read more in our September Outlook.

Aram Schotts

Principal

Financial Planning

Rollover Decisions

September 6, 2023 —

Retirement planning requires thoughtful decision-making, particularly when it comes to managing existing retirement accounts. Aram Schotts highlights key factors to consider when choosing between options such as keeping assets in the current plan, rolling them over to another employer’s plan, or rolling them into an IRA.

Shannon Jenkins and Rashelle Salimi

Business Owner Advisory

Small Business Owners: An Agile Approach to Successful Cash Management

August 23, 2023 —

SMEs, often regarded as the backbone of the U.S. economy, face a pressing concern: cash flow management. This article delves deep into understanding the importance of cash flow, especially in the wake of challenges posed by the pandemic, while highlighting the need for agility in financial planning and the advantages of technological solutions in optimizing cash management.

Judith Gordon

Principal

Estate Planning

Reading Between the Lines: Crafting A Compassionate Letter of Instructions for Your Testamentary Wishes

August 7, 2023 —

While legal documents provide the structural framework for your estate planning, a compassionate letter of instructions captures the nuances of your personal wishes, ensuring clarity and understanding among your loved ones, and bridging the gap between legalities and personal sentiments.

Ben Pace

Partner & Chief Investment Officer

Economic & Market Update

August 2023 Economic & Market Outlook

August 2, 2023 —

The U.S. economy is showing surprising strength despite aggressive central bank monetary tightening, pushing recession forecasts further out. Despite slowdowns in some sectors, consumer strength continues to drive positive GDP growth. Challenges persist in Europe and China, while the U.S., Japan, and emerging economies are maintaining economic growth. In terms of fixed-income securities, we remain cautious in this environment.

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

Photo of Ben Pace

Ben Pace

Partner & Chief Investment Officer

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.