Cerity Partners Insights

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

Christian Thwaites

Partner

Economic & Market Update

Debt Ceiling Countdown and The Legend of Zelda

May 26, 2023   -   Insights from Christian Thwaites' investment analysis: A retrospective of the past week and a forecast of the coming days.

Sawyer Rothmann

Senior Associate

Economic & Market Update

Part V: What Will the Fed Do Next?

May 12, 2023   -   In this installment of What Will the Fed Do Next Senior Associate Sawyer Rothmann summarizes key takeaways from the most recent FOMC meeting.

Christian Thwaites

Partner

Economic & Market Update

The Dominant Dollar

May 5, 2023   -   Insights from Christian Thwaites' investment analysis: A retrospective of the past week and a forecast of the coming days.

Ben Pace

Partner & Chief Investment Officer

Economic & Market Update

May 2023 Economic & Market Outlook

May 2, 2023   -   The U.S. economy is slowing yet expanding, with inflation rates decreasing and housing recession stabilizing. Lower energy prices and China’s growth help delay a European recession. Central banks are adjusting rates, while equity markets advance. Investors should be cautious of further tightening and consider cash as a near-term alternative to bonds.

Christian Thwaites

Partner

Economic & Market Update

Debt Ceiling Takes a Turn

April 21, 2023 —

The Days Ahead: This week Cobalt Blues In the 14th and 15th centuries, Ming dynasty ceramicists invented cobalt blue. It was known for its rich and enduring color and much prized by collectors, especially as there were severe export restrictions on Chinese porcelain. Before cobalt blue came along, blue paint came from lapis lazuli, which […]

Paul Chmielewski

Partner

Estate Planning

Navigating the Unavoidable: A Comprehensive Guide to Preparing for Your Final Farewell

April 20, 2023 —

Discover the ins and outs of preplanning your funeral to ease the burden on your loved ones, save money, and ensure your wishes are fulfilled.

Doug Garrison

Partner

ExxonMobil

4 Strategies to Deal with XOM Stock in the EMSP

April 20, 2023 —

ExxonMobil stock is at near-record levels. For many, selling stock now presents a dilemma. If you’re a retirement-eligible employee and you don’t want to sell shares of XOM at these high prices, hoping the upward trend continues, what are you to do? If you plan to leave ExxonMobil and you’ve got XOM stock in your EMSP, what’s the right strategy?

William Tricarico

Associate

Behavioral Finance

The Art of Collecting, Part II: Why Some Cars Appreciate, but Most Do Not

April 19, 2023 —

Let’s not bury the lede: of course, cars can appreciate in value. But why do some cars hold their value over time, while most do not? That is (in some cases, literally) the million-dollar question. First off, let’s acknowledge that a majority of cars from all manufacturers are mass-produced, or at least, produced to meet […]

Christian Thwaites

Partner

Economic & Market Update

Are Banks Really Lending Less?

April 14, 2023 —

Some “customer-facing” jobs may never come back while small businesses under 100 employees are the backbone of the labor market…

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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.