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Cerity Partners Insights

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

Ralph Coutant

Principal

Economic & Market Update

Does the U.S. Equity Market Suffer From “Bad Breadth”?

July 11, 2023 —

One of the most talked about themes in the U.S. equity markets in 2023 has been market concentration. Simply put, the strong performance of the S&P 500 Index has been dominated by a small number of mega-cap technology stocks…

Paul Chmielewski

Partner

Estate Planning

The Sunset is Not Worth Waiting For

July 7, 2023 —

Estate Tax Planning Strategies in 2023: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts (SLATs), Dynasty Trusts, Annual Gifting, Grantor Retained Annuity Trusts (GRATs), Sale to an Intentionally Defective Grantor Trusts (IDGTs), Charitable Remainder Trusts (CRTs), and Qualified Personal Residence Trusts (QPRTs).

Ben Pace

Partner & Chief Investment Officer

Economic & Market Update

Second Quarter 2023 Review and Forecast

July 7, 2023 —

Explore our in-depth Second Quarter 2023 Review and Forecast, delving into the performance of the U.S. economy, global markets, inflation trends, and investment outlook.

Sawyer Rothmann

Senior Associate

Economic & Market Update

Part VI: What Will the Fed Do Next?

June 29, 2023 —

Despite a pause in the tightening cycle, the Fed anticipates economic growth and inflation to rise while unemployment declines, with investors closely monitoring inflation, housing costs, and goods inflation for potential impact on future monetary policy decisions…

Paul Chmielewski

Partner

Charitable Giving

A Guide to Charitable Gifting Options

June 22, 2023 —

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to tailor your strategy for maximum impact. Begin your journey towards meaningful philanthropy and manage your wealth effectively with us.

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.