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Cerity Partners Insights

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

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.

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.

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.